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Braun-Bostich & Associates Inc.
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Founders Financial Securities Llc
|
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
Jane Street Group, Llc
|
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Park National Corp /oh/
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Rossmore Private Capital
|
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Courier Capital Llc
|
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Confluence Wealth Services, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Koesten, Hirschmann & Crabtree, INC.
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Sequoia Financial Advisors, LLC
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Advisor OS, LLC
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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National Asset Management, Inc.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Newman Dignan & Sheerar, Inc.
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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Bank Julius Baer & Co. Ltd, Zurich
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BIP Wealth, LLC
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Grassi Investment Management
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
Holos Integrated Wealth LLC
|
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Elyxium Wealth, LLC
|
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RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
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|
Checchi Capital Advisers, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Mather Group, Llc.
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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MorganRosel Wealth Management, LLC
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Caitong International Asset Management Co., Ltd
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Jacobs & Co/ca
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AMG National Trust Bank
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Essential Planning, LLC.
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GAM Holding AG
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Convergence Investment Partners, LLC
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Financial Insights, Inc.
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Tradition Wealth Management, LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Yousif Capital Management, Llc
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Qube Research & Technologies Ltd
|
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Bedell Frazier Investment Counseling, LLC
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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TRUE Private Wealth Advisors
|
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Engineers Gate Manager LP
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Farmers & Merchants Investments Inc
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State Street Corp
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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LPL Financial LLC
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Forum Financial Management, LP
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First Foundation Advisors
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Parkside Investments, LLC
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Concentric Capital Strategies, LP
|
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Strategic Investment Solutions, Inc. /IL
|
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Seeds Investor Llc
|
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Clean Yield Group
|
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|
Td Private Client Wealth Llc
|
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Williams Jones Wealth Management, LLC.
|
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RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
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|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Credential Securities Inc.
|
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|
JGP Wealth Management, LLC
|
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Gilliland Jeter Wealth Management LLC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Cape Investment Advisory, Inc.
|
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Twin Capital Management Inc
|
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|
Horizon Investments, LLC
|
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|
Charter Capital Management, LLC\DE
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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|
|
Marquette Asset Management, LLC
|
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|
Callan Family Office, LLC
|
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|
Motive Wealth Advisors
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
Ellenbecker Investment Group
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
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|
Heartwood Wealth Advisors LLC
|
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|
Correct Capital Wealth Management
|
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|
Baird Financial Group, Inc.
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
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|
Howard Capital Management Group, LLC
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Silver Oak Advisory Group, Inc.
|
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|
Louisbourg Investments Inc.
|
|
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|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
|
Gradient Investments LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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CFO4Life Group, LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Rappaport Reiches Capital Management, LLC
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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Pure Financial Advisors, Inc.
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Mizuho Securities Usa Llc
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Citadel Advisors Llc
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LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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Raelipskie Partnership
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Asset Management One Co., Ltd.
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Affinity Investment Advisors, Llc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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State Board Of Administration Of Florida Retirement System
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Swp Financial Llc
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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Tobam
|
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Credit Industriel Et Commercial
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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Reliant Investment Management, LLC
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Gateway Investment Advisers Llc
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Captrust Financial Advisors
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BHK Investment Advisors, LLC
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Varma Mutual Pension Insurance Co
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
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Financial Freedom, LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
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Exencial Wealth Advisors, Llc
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Alps Advisors Inc
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Cypress Capital Group
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Capital Research Global Investors
|
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Griffin Asset Management, Inc.
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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Sowell Financial Services LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Raleigh Capital Management Inc.
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Nicolet Bankshares Inc
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Signature Estate & Investment Advisors Llc
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Centaurus Financial, Inc.
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First Bancorp, Inc /ME/
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Boston Private Wealth Llc
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Handelsbanken Fonder AB
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Mainstay Capital Management Llc /adv
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O'ROURKE & COMPANY, Inc
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Pacer Advisors, Inc.
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FT Vest Total Return Income Fund: Series A3
|
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Wealthspan Partners, Llc
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Greykasell Wealth Strategies, Inc.
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South Dakota Investment Council
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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GWM Advisors LLC
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Money Concepts Capital Corp
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Jacksonville Wealth Management, LLC
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Tyche Wealth Partners LLC
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SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
Sterling Investment Management, Inc.
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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New Republic Capital, LLC
|
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Victory Capital Management Inc
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Calamos Strategic Total Return Fund
|
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
Thrivent Financial For Lutherans
|
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|
Enterprise Financial Services Corp
|
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Lido Advisors, LLC
|
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Hexagon Capital Partners LLC
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GQETX - GMO TRUST - GMO Quality Fund Class III
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
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|
Howe & Rusling Inc
|
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IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Valley National Advisers Inc
|
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RB Capital Management, LLC
|
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|
Greenwood Gearhart Inc
|
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USS Investment Management Ltd
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Accurate Wealth Management, LLC
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
Glenmede Trust Co Na
|
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|
Wellington Capital Management, Inc.
|
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Invst, LLC
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|
Bridge Generations Wealth Management Llc
|
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Blume Capital Management, Inc.
|
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Clear Harbor Asset Management, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
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|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
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|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
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|
Trust Co Of Vermont
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
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|
Sage Mountain Advisors LLC
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
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|
First United Bank Trust/
|
|
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|
|
|
Bell Investment Advisors, Inc
|
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
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|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
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|
Simplicity Wealth,LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Caledonia (Private) Investments Pty Ltd
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
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|
Sawgrass Asset Management Llc
|
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|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
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|
|
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|
Monticello Wealth Management, Llc
|
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|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
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FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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|
American National Bank
|
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|
KWB Wealth
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
First National Bank & Trust Co Of Newtown
|
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|
Westwood Holdings Group Inc
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Hemington Wealth Management
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
Revolve Wealth Partners, LLC
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
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Pzena Investment Management Llc
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Point72 (DIFC) Ltd
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
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Centricity Wealth Management, LLC
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Paradigm Capital Management, LLC/NV
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Wright Investors Service Inc
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TOWER TRUST & INVESTMENT Co
|
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Aqr Capital Management Llc
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VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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|
Princeton Capital Management Llc
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Mariner, LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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MJT & Associates Financial Advisory Group, Inc.
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
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Summit Asset Management, LLC
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Integrity Wealth Advisors, Inc.
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Ridgecrest Wealth Partners, Llc
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Gladstone Institutional Advisory LLC
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|
Plante Moran Financial Advisors, LLC
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|
Hikari Power Ltd
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|
Heritage Wealth Advisors
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|
Stordahl Capital Management, Inc.
|
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|
Wilkinson Global Asset Management LLC
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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|
Gs Investments, Inc.
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AIA Group Ltd
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Monetary Management Group Inc
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Investment Partners, Ltd.
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MONECO Advisors, LLC
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
ProVise Management Group, LLC
|
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|
OMNI 360 Wealth, Inc.
|
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Optas, LLC
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Millennium Management Llc
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CSM Advisors, LLC
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Canada Post Corp Registered Pension Plan
|
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Redwood Park Advisors LLC
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Goelzer Investment Management, Inc.
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Jackson Thornton Asset Management, Llc
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Flagship Wealth Advisors, Llc
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Syon Capital Llc
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HFM Investment Advisors, LLC
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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ORG Partners LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
Providence Wealth Advisors, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Annex Advisory Services, LLC
|
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|
Hopwood Financial Services, Inc.
|
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|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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|
Private Wealth Asset Management, LLC
|
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|
DAVENPORT & Co LLC
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Aviance Capital Partners, LLC
|
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Concord Wealth Partners
|
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1832 Asset Management L.P.
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Hutchinson Financial Advisors, INC
|
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|
Erste Asset Management GmbH
|
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Financial Advisory Corp /ut/ /adv
|
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|
Murphy & Mullick Capital Management Corp
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Prentice Wealth Management LLC
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
Cornerstone Advisors, LLC
|
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|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Ensign Peak Advisors, Inc
|
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|
PICTET BANK & TRUST Ltd
|
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|
CMT Capital Markets Trading GmbH
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Delta Asset Management Llc/tn
|
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|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Quent Capital, LLC
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Spring Capital Management, Llc
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Sit Investment Associates Inc
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Kingswood Wealth Advisors, Llc
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Keener Financial Planning LLC
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Scratch Capital Llc
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Northcape Wealth Management, Llc
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Mid-American Wealth Advisory Group, Inc.
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Douglas Lane & Associates, LLC
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
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Toroso Investments, LLC
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Fieldview Capital Management, LLC
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
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Western Pacific Wealth Management, LP
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Jones Financial Companies Lllp
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JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
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Sigma Planning Corp
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Amalgamated Bank
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Quest 10 Wealth Builders, Inc.
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Stevens Capital Management Lp
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Park Place Capital Corp
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Advisors Management Group Inc /adv
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Grimes & Company, Inc.
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
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Bahl & Gaynor Inc
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Pinnacle Wealth Management Advisory Group, LLC
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Westfield Capital Management Co Lp
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Main Street Research LLC
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
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HAP Trading, LLC
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Power Wealth Management Llc
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Rossby Financial, LCC
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New Mexico Educational Retirement Board
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Quotient Wealth Partners, LLC
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Vise Technologies, Inc.
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
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StoneX Group Inc.
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Montag A & Associates Inc
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Weatherly Asset Management L. P.
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Becker Capital Management Inc
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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Cascades Capital Asset Management, LLC
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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Chesley Taft & Associates LLC
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
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FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
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Hayek Kallen Investment Management
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TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
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IFM Investors Pty Ltd
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
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Narwhal Capital Management
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Claro Advisors LLC
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
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Fortress Private Ledger, Llc
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Tower Research Capital LLC (TRC)
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CALIFORNIA FIRST LEASING Corp
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Kera Capital Partners, Inc.
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Founders Capital Management
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Integral Investment Advisors, Inc.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Embree Financial Group
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Lountzis Asset Management, Llc
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Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
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Marco Investment Management Llc
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Board of the Pension Protection Fund
|
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Credential Qtrade Securities Inc.
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Bellwether Advisors, LLC
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Oppenheimer Asset Management Inc.
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Wealth Preservation Advisors, LLC
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Patriot Financial Group Insurance Agency, LLC
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
Latash Investments, LLC
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Barclays Plc
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MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
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Siemens Fonds Invest GmbH
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|
Parkside Financial Bank & Trust
|
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RBF Capital, LLC
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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WFA Asset Management Corp
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|
Centerpoint Advisory Group
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Banque Cantonale Vaudoise
|
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|
Fairway Wealth LLC
|
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|
Banque Pictet & Cie Sa
|
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|
West Financial Advisors, LLC
|
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|
High Note Wealth, LLC
|
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|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
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|
Conquis Financial Llc
|
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|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Blue Capital, Inc.
|
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|
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|
R.H. Investment Group, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
|
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|
Capital A Wealth Management, LLC
|
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|
Hohimer Wealth Management, Llc
|
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|
Lakeside Advisors, INC.
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Perpetual Ltd
|
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|
Kessler Investment Group, LLC
|
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|
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|
Cedar Mountain Advisors, LLC
|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
City National Bank Of Florida /msd
|
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|
|
Vestor Capital, Llc
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Public Employees Retirement Association Of Colorado
|
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|
|
|
|
Bellevue Asset Management, Llc
|
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|
|
Knollwood Investment Advisory, LLC
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
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|
|
|
|
Clifford Swan Investment Counsel Llc
|
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|
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|
|
Pring Turner Capital Group Inc
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Congress Park Capital LLC
|
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|
|
|
|
Catalyst Capital Advisors LLC
|
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|
|
|
|
Simmons Bank
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
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|
Oregon Pacific Wealth Management, LLC
|
|
|
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|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
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|
|
Nfj Investment Group, Llc
|
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|
BlueStem Wealth Partners, LLC
|
|
|
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|
InvesTrust
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
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|
|
First City Capital Management, Inc.
|
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|
|
|
|
WoodTrust Financial Corp
|
|
|
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Interval Partners, LP
|
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|
Drexel Morgan & Co.
|
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|
Greenleaf Trust
|
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Trust Asset Management LLC
|
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|
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|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
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|
Virtu Financial LLC
|
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|
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Evolution Advisers, Inc.
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
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|
Avion Wealth
|
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Private Wealth Group, LLC
|
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|
First Financial Group Corp
|
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|
|
Compagnie Lombard Odier SCmA
|
|
|
|
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|
LifeWealth Investments, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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|
|
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|
Rakuten Investment Management, Inc.
|
|
|
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|
Vivaldi Capital Management, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
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|
Avestar Capital, LLC
|
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|
Bank Of Stockton
|
|
|
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|
Somerset Group LLC
|
|
|
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|
Cahill Financial Advisors Inc
|
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Nearwater Capital Markets, Ltd
|
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|
|
Global Retirement Partners, LLC
|
|
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|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
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|
|
|
Advisory Resource Group
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Cna Financial Corp
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Atala Financial Inc
|
|
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GPS Wealth Strategies Group, LLC
|
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Abner Herrman & Brock Llc
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Heartland Bank & Trust Co
|
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|
Tillman Hartley LLC
|
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|
Salzhauer Michael
|
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Zrc Wealth Management, Llc
|
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HBK Sorce Advisory LLC
|
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|
Pallas Capital Advisors LLC
|
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Morgan Dempsey Capital Management Llc
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Cadinha & Co Llc
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NEOS Investment Management LLC
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MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
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Trust Point Inc.
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Bank & Trust Co
|
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Transce3nd, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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Lazard Asset Management Llc
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Verus Financial Partners, Inc.
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Capital Investment Advisors, LLC
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New Age Alpha Advisors, LLC
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Family Management Corp
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
MetLife Investment Management, LLC
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Focus Financial Network, Inc.
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Delta Accumulation, LLC
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Shayne & Co., Llc
|
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First Citizens Bank & Trust Co
|
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West Paces Advisors Inc.
|
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Ibex Wealth Advisors
|
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American Assets Inc
|
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MEMBERS Trust Co
|
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Carson Advisory Inc.
|
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Southland Equity Partners LLC
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
CNB Bank
|
|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Dynamic Technology Lab Private Ltd
|
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|
First American Bank
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
Lummis Asset Management, LP
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
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Signature Resources Capital Management, LLC
|
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First Financial Bank - Trust Division
|
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BlackDiamond Wealth Management Inc.
|
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QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
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|
Main Street Group, LTD
|
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Wealthstream Advisors, Inc.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
State Of Michigan Retirement System
|
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Wedgewood Investors Inc /pa/
|
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|
Jacobs Levy Equity Management, Inc
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
tru Independence LLC
|
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|
HighPoint Advisor Group LLC
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Arrowstreet Capital, Limited Partnership
|
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Baron Wealth Management LLC
|
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Northwest Wealth Management, Llc
|
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Resources Management Corp /ct/ /adv
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
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|
First Trust Advisors Lp
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Plancorp, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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DMG Group, LLC
|
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
Dagco, Inc.
|
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IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
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|
Walker Asset Management, LLC
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Gsa Capital Partners Llp
|
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|
Capital Investment Advisory Services, LLC
|
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|
Emerald Investment Partners, Llc
|
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|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
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|
Longfellow Investment Management Co Llc
|
|
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|
|
|
SGL Investment Advisors, Inc.
|
|
|
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|
Means Investment Co., Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
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Griffith & Werner, Inc.
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NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
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|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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Larson Financial Group LLC
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CBIZ Investment Advisory Services, LLC
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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|
Goldstone Financial Group, LLC
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AustralianSuper Pty Ltd
|
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Moss Adams Wealth Advisors LLC
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GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
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|
Beach Investment Counsel Inc/pa
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Heritage Trust Co
|
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Aspire Private Capital, LLC
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Adviser Investments LLC
|
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Bennett Selby Investments Lp
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Montz Harcus Wealth Management LLC
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Gratus Wealth Advisors, LLC
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Heritage Family Offices, LLP
|
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Eubel Brady & Suttman Asset Management Inc
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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BRYN MAWR TRUST Co
|
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Paladin Advisory Group, LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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SOA Wealth Advisors, LLC.
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Builder Investment Group Inc /adv
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Teachers Retirement System Of The State Of Kentucky
|
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McKinley Carter Wealth Services, Inc.
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Calamos Global Dynamic Income Fund
|
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Evelyn Partners Investment Management Services Ltd
|
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Point72 Asset Management, L.P.
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Virginia Retirement Systems Et Al
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Kcm Investment Advisors Llc
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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Retirement Systems of Alabama
|
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Marino, Stram & Associates Llc
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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Blue Rock Wealth Management LLC
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Tempus Wealth Planning, LLC
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Trilogy Capital Inc.
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Wesbanco Bank Inc
|
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Mitchell Mcleod Pugh & Williams Inc
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Vaughan David Investments Inc/il
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Collar Capital Management, LLC
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Caisse De Depot Et Placement Du Quebec
|
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Elevate Wealth Advisory, Inc
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ESL Trust Services, LLC
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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Garrison Point Advisors, Llc
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Walkner Condon Financial Advisors LLC
|
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Ewa, Llc
|
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SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
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Prairiewood Capital, LLC
|
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Proficio Capital Partners LLC
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
Byrne Financial Freedom, Llc
|
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Private Wealth Management Group, LLC
|
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Reyes Financial Architecture, Inc.
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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|
Brown Miller Wealth Management, LLC
|
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|
Apriem Advisors
|
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|
Western Wealth Management, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Westend Capital Management LLC
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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|
Brown Advisory Inc
|
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|
Marathon Asset Mgmt Ltd
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
Northstar Financial Companies, Inc.
|
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|
Svenska Handelsbanken AB (publ)
|
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|
Skopos Labs, Inc.
|
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Cary Street Partners Financial Llc
|
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Pensionmark Financial Group, Llc
|
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
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|
Congress Wealth Management LLC / DE /
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Sherbrooke Park Advisers Llc
|
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|
Byrne Asset Management LLC
|
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|
Strategic Investment Advisors / MI
|
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|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
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|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
|
DecisionPoint Financial, LLC
|
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|
Paradigm Financial Partners, Llc
|
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|
LifePlan Financial, LLC
|
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|
Humankind Investments LLC
|
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|
Smith Thornton Advisors LLC
|
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|
LGT Financial Advisors LLC
|
|
|
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|
Rockefeller Capital Management L.P.
|
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|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
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|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Glaxis Capital Management, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Verdence Capital Advisors LLC
|
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|
Field & Main Bank
|
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|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
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|
Idaho Trust Bank
|
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|
Independence Bank of Kentucky
|
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|
Plato Investment Management Ltd
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Anchor Investment Management, LLC
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|
Atlantic Trust, LLC
|
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|
Brave Asset Management Inc
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Kentucky Trust Co
|
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|
Bridgewater Advisors Inc.
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|
First Hawaiian Bank
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
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|
Rockland Trust Co
|
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|
Fairview Capital Investment Management, Llc
|
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|
J.w. Cole Advisors, Inc.
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|
Crossmark Global Holdings, Inc.
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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Family CFO Inc
|
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|
Powers Advisory Group, LLC
|
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Tufton Capital Management
|
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Polymer Capital Management (US) LLC
|
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|
Slagle Financial, LLC
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Seven Mile Advisory
|
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|
Penobscot Investment Management Company, Inc.
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Cibc World Markets Corp
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Evercore Wealth Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Groupe la Francaise
|
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|
Cwm, Llc
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
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|
Successful Portfolios LLC
|
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|
Arcadia Investment Management Corp/mi
|
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|
D. E. Shaw & Co., Inc.
|
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Oliver Lagore Vanvalin Investment Group
|
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|
Massachusetts Wealth Management
|
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Brown Brothers Harriman & Co
|
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
Two Sigma Investments, Lp
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
First Community Trust Na
|
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Kerntke Otto McGlone Wealth Management Group
|
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|
Peoples Financial Services Corp.
|
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Point72 Hong Kong Ltd
|
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|
Argus Investors' Counsel, Inc.
|
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Carrera Capital Advisors
|
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Constitution Capital LLC
|
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Alphadyne Asset Management, LLC
|
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Ieq Capital, Llc
|
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
Capital Management Associates, Inc
|
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|
Brighton Jones Llc
|
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|
Huntington National Bank
|
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|
Voya Financial Advisors, Inc.
|
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Family Legacy, Inc.
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
|
|
UMA Financial Services, Inc.
|
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|
Advocate Group Llc
|
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|
Atomi Financial Group, Inc.
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
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|
Regal Investment Advisors LLC
|
|
|
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|
|
Groupama Asset Managment
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
Adams Asset Advisors, LLC
|
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|
Limestone Investment Advisors LP
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
NorthRock Partners, LLC
|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
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|
Sapient Capital Llc
|
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|
Tealwood Asset Management Inc
|
|
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|
|
Weil Company, Inc.
|
|
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|
Brandywine Global Investment Management, LLC
|
|
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
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|
Waterloo Capital, L.P.
|
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|
Hrc Wealth Management, Llc
|
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|
Vontobel Holding Ltd.
|
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|
Naples Global Advisors, Llc
|
|
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|
Redmont Wealth Advisors Llc
|
|
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|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
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|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
PCJ Investment Counsel Ltd.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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Leelyn Smith, LLC
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Sound View Wealth Advisors Group, LLC
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Df Dent & Co Inc
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Colonial Trust Advisors
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Kwmg, Llc
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Personal Cfo Solutions, Llc
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Oak Harbor Wealth Partners, Llc
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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Sanibel Captiva Trust Company, Inc.
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Intelligence Driven Advisers, LLC
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
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Spartan Planning & Wealth Management
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Investors Research Corp
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Bank Of Nova Scotia
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Sepio Capital, LP
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Epiq Partners, Llc
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HighMark Wealth Management LLC
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Copia Wealth Management
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Agf Management Ltd
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SG Americas Securities, LLC
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Atom Investors LP
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
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Keel Point, LLC
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Haverford Trust Co
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Equitable Holdings, Inc.
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Tocqueville Asset Management L.p.
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Chou Associates Management Inc.
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Migdal Insurance & Financial Holdings Ltd.
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
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FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
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Procyon Private Wealth Partners, LLC
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Rehmann Capital Advisory Group
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Chesapeake Wealth Management
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Highland Capital Management, Llc
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DKM Wealth Management, Inc.
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RDA Financial Network
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Legacy Bridge, LLC
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Athena Investment Management
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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Banco Bilbao Vizcaya Argentaria, S.a.
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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Doliver Advisors, Lp
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Concentrum Wealth Management
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Scotia Capital Inc.
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Lazari Capital Management, Inc.
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Vista Investment Management
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Nicolet Advisory Services, Llc
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
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Clear Creek Financial Management, LLC
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Family Legacy Financial Solutions, LLC
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Permanens Capital L.P.
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Symphony Financial, Ltd. Co.
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Great Valley Advisor Group, Inc.
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Cornerstone Wealth Group, LLC
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Sand Hill Global Advisors, LLC
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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Ironwood Financial, llc
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
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Forte Capital Llc /adv
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Fmr Llc
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Axiom Financial Strategies, LLC
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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Readystate Asset Management Lp
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L2 Asset Management, LLC
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Knights of Columbus Asset Advisors LLC
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Cache Advisors, LLC
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Long Run Wealth Advisors, LLC
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Comerica Bank
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RFG Advisory, LLC
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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Piscataqua Savings Bank
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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SFE Investment Counsel
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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True Vision MN LLC
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BlackRock ESG Capital Allocation Trust
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Tributary Capital Management, LLC
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Aware Super Pty Ltd as trustee of Aware Super
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Garde Capital, Inc.
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BetterWealth, LLC
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LS Investment Advisors, LLC
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United Wealth Management, LLC
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Cohen Klingenstein LLC
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RMB Capital Management, LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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CHICAGO TRUST Co NA
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Basswood Capital Management, L.l.c.
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
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Swedbank AB
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Signaturefd, Llc
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Nations Financial Group Inc, /ia/ /adv
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Fort Washington Investment Advisors Inc /oh/
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Journey Strategic Wealth Llc
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Beutel, Goodman & Co Ltd.
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Marks Group Wealth Management, Inc
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Ameliora Wealth Management Ltd.
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Perbak Capital Partners LLP
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Channing Capital Management, LLC
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KG&L Capital Management,LLC
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Baker Avenue Asset Management, LP
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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Sittner & Nelson, Llc
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Fortitude Family Office, LLC
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Guerra Advisors Inc
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G&S Capital LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
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Bolthouse Investments, LLC
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Gladius Capital Management LP
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Titleist Asset Management, Llc
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Cambridge Advisors Inc.
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JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Liberty Wealth Management Llc
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Harbor Island Capital LLC
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Summit Wealth Group Llc / Co
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American Capital Advisory, LLC
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SPX Equities Gestao de Recursos Ltda
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BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
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Cullen Investment Group, Ltd.
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Nichols & Pratt Advisers Llp /ma
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Hidden Cove Wealth Management, LLC
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Voya Global Equity Dividend & Premium Opportunity Fund
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Austin Private Wealth, LLC
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Y-Intercept (Hong Kong) Ltd
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Aviva Plc
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Capital Square, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
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Good Life Advisors, LLC
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Headlands Technologies LLC
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Edgestream Partners, L.P.
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First Fiduciary Investment Counsel, Inc.
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Stifel Financial Corp
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Copperleaf Capital, LLC
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Navis Wealth Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Wolverine Asset Management Llc
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Beta Wealth Group, Inc.
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Quilter Plc
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Mb, Levis & Associates, Llc
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M&t Bank Corp
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Tounjian Advisory Partners, Llc
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State Farm Mutual Automobile Insurance Co
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First Financial Corp /in/
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Stockman Wealth Management, Inc.
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Commerce Bank
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
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Flaharty Asset Management, LLC
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Richard W. Paul & Associates, LLC
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VGI Partners Ltd
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Oddo Bhf Asset Management Sas
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Fidelis Capital Partners, LLC
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
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Cim Investment Mangement Inc
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Mutual Advisors, LLC
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DMKC Advisory Services, LLC
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Koshinski Asset Management, Inc.
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Keybank National Association/oh
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Holistic Financial Partners
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NatWest Group plc
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Investment Advisory Group, LLC
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CoreFirst Bank & Trust
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Great West Life Assurance Co /can/
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Gries Financial Llc
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Wellspring Financial Advisors, LLC
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Atlas Capital Advisors Llc
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Royal London Asset Management Ltd
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Advantage Trust Co
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LifeSteps Financial, Inc.
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Allworth Financial LP
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Howard Capital Management Inc.
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Tranquilli Financial Advisor LLC
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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PineBridge Investments, L.P.
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Thoroughbred Financial Services, Llc
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Bangor Savings Bank
|
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NFP Retirement, Inc.
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Ssi Investment Management Llc
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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California Public Employees Retirement System
|
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Endowment Wealth Management, Inc.
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Mondrian Investment Partners LTD
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
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|
Sofos Investments, Inc.
|
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|
Center for Financial Planning, Inc.
|
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Michael A. Dubis Financial Planning, LLC
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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|
Trustmark National Bank Trust Department
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
Soltis Investment Advisors LLC
|
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|
FLC Capital Advisors
|
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|
Johnson Financial Group, Inc.
|
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|
IPG Investment Advisors LLC
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|
Burney Co/
|
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Key FInancial Inc
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
Matrix Private Capital Group Llc
|
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|
Dodge & Cox
|
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
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|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
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|
Harbour Investments, Inc.
|
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|
Epoch Investment Partners, Inc.
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SBI Securities Co., Ltd.
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
WealthTrak Capital Management LLC
|
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|
Summitry Llc
|
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|
Kingsview Wealth Management, LLC
|
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|
Richard Bernstein Advisors LLC
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
Tritonpoint Wealth, Llc
|
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|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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Zuckerman Investment Group, LLC
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Norinchukin Bank, The
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Sei Investments Co
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Silvant Capital Management LLC
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Neuberger Berman Group LLC
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Kingdom Financial Group LLC.
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Tarbox Family Office, Inc.
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Romano Brothers And Company
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Wealth Enhancement Advisory Services, Llc
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Canoe Financial LP
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Centennial Bank/AR/
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Net Worth Advisory Group
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Mml Investors Services, Llc
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Parallax Volatility Advisers, L.P.
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Prudential Plc
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Cary Street Partner Investment Advisory Llc
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
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State of Tennessee, Treasury Department
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Coastline Trust Co
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Vestmark Advisory Solutions, Inc.
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EverSource Wealth Advisors, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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Osterweis Capital Management Inc
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Selway Asset Management
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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Canada Pension Plan Investment Board
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Perennial Advisors, LLC
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Coston, McIsaac & Partners
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Eclectic Associates Inc /adv
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Florida Financial Advisors, Llc
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Bdf-gestion
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Camden Capital, LLC
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Kelly Lawrence W & Associates Inc/ca
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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Assetmark, Inc
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Hickory Point Bank & Trust
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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Greatmark Investment Partners, Inc.
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Verition Fund Management LLC
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Mill Capital Management, LLC
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Weinberger Asset Management, Inc
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Valmark Advisers, Inc.
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Partners Wealth Management, Llc
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FSA Wealth Management LLC
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Hm Payson & Co
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First Citizens Financial Corp
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Modera Wealth Management, LLC
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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William B. Walkup & Associates, Inc.
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CarsonAllaria Wealth Management, Ltd.
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SilverOak Wealth Management LLC
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G2 Capital Management, Llc / Oh
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Security National Bank
|
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Silverlake Wealth Management Llc
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Pinnacle Financial Partners Inc
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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PMC FIG Opportunities LLC
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Westhampton Capital, LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Gotham Asset Management, LLC
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
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Walleye Capital LLC
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Oxford Financial Group Ltd
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Cooper Capital Advisors LLC
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Hoxton Planning & Management, LLC
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Archer Investment Corp
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Iron Horse Wealth Management, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Wealthfront Advisers Llc
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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Gallagher Fiduciary Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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Aft, Forsyth & Sober, LLC
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LRI Investments, LLC
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JNBA Financial Advisors
|
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Sax Wealth Advisors, Llc
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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N.E.W. Advisory Services LLC
|
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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|
1248 Management, LLC
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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TCI Wealth Advisors, Inc.
|
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Leavell Investment Management, Inc.
|
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Sunpointe, LLC
|
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Woodmont Investment Counsel Llc
|
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Circle Wealth Management, LLC
|
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Pflug Koory, LLC
|
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Brooks, Moore & Associates, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
Kovack Advisors, Inc.
|
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Morton Brown Family Wealth, LLC
|
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|
Pacifica Capital Investments, LLC
|
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|
Allium Financial Advisors, Llc
|
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|
Steel Peak Wealth Management LLC
|
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|
Silvia Mccoll Wealth Management, Llc
|
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Deprince Race & Zollo Inc
|
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|
|
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|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
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|
|
|
First Pacific Advisors, LP
|
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|
Cardiff Park Advisors, Llc
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Jupiter Asset Management Ltd
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
|
|
SP Asset Management LLC
|
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|
Panagora Asset Management Inc
|
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|
WealthPlan Investment Management, LLC
|
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|
Wbh Advisory Inc
|
|
|
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|
Fountainhead AM, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
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|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
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|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
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|
Busey Wealth Management
|
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|
Souders Financial Advisors
|
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VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
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|
|
|
Man Group plc
|
|
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|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
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|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
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|
|
Eisler Capital Management Ltd.
|
|
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|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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|
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|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
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|
Campion Asset Management LLC
|
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Oppenheimer & Co Inc
|
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Nbt Bank N A /ny
|
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IFG Advisors, LLC
|
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Cornerstone Advisory, LLC
|
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Mystic Asset Management, Inc.
|
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Verum Partners LLC
|
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Mokosak Advisory Group, LLC
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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Conning Inc.
|
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Fulton Bank, N.a.
|
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Sentry Investment Management Llc
|
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United Asset Strategies, Inc.
|
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Ashton Thomas Securities, Llc
|
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Financial Connections Group, Inc.
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
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|
|
Prospera Financial Services Inc
|
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|
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Sage Rhino Capital Llc
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Two Sigma Advisers, Lp
|
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|
Wealthspire Advisors, LLC
|
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Cyndeo Wealth Partners, LLC
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
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|
Redwood Investment Management, Llc
|
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|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
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RW Investment Management LLC
|
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|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
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|
Financial Engines Advisors L.L.C.
|
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Elo Mutual Pension Insurance Co
|
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Calamos Global Total Return Fund
|
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Asahi Life Asset Management Co., Ltd.
|
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Maven Securities LTD
|
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Financial Perspectives, Inc
|
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Bank Of Montreal /can/
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Christopher J. Hasenberg, Inc
|
|
|
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CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
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|
Vident Advisory, LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Meridian Wealth Partners, LLC
|
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Osborne Partners Capital Management, Llc
|
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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|
Townsquare Capital Llc
|
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|
Chemistry Wealth Management LLC
|
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Fayez Sarofim & Co
|
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|
Aviso Wealth Management
|
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|
SeaBridge Investment Advisors LLC
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Belpointe Asset Management LLC
|
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|
Van Strum & Towne Inc.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Investment Management Corp of Ontario
|
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|
Lantz Financial LLC
|
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|
Hughes Financial Services, LLC
|
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|
Longbow Finance SA
|
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|
Goldman Sachs Group Inc
|
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|
Old North State Trust, LLC
|
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|
SWS Partners
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
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|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
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|
|
Cascade Investment Advisors, Inc.
|
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|
|
Compass Financial Services Inc
|
|
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|
|
WT Wealth Management
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Theleme Partners LLP
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
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QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
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|
Ameriprise Financial Inc
|
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|
Biltmore Family Office, LLC
|
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|
Caliber Wealth Management, LLC / KS
|
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|
Braun Stacey Associates Inc
|
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|
McElhenny Sheffield Capital Management, LLC
|
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West Branch Capital LLC
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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Atria Wealth Solutions, Inc.
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|
Relyea Zuckerberg Hanson LLC
|
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|
Morse Asset Management, Inc
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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North Star Asset Management Inc
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Harvest Portfolios Group Inc.
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Winton Capital Group Ltd
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
Zacks Investment Management
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
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WestEnd Advisors, LLC
|
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City State Bank
|
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IMS Capital Management
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
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|
Canvas Wealth Advisors, LLC
|
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Chilton Investment Co Llc
|
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Nixon Peabody Trust Co
|
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HHM Wealth Advisors, LLC
|
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Gabelli Dividend & Income Trust
|
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|
Associated Banc-corp
|
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|
Bbr Partners, Llc
|
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|
Global Trust Asset Management, LLC
|
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|
Duncker Streett & Co Inc
|
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Encompass More Asset Management
|
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|
Bingham Private Wealth, Llc
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
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Xcel Wealth Management, LLC
|
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|
Loomis Sayles & Co L P
|
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|
Monte Financial Group, LLC
|
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|
Bedel Financial Consulting, Inc.
|
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|
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|
Capital Performance Advisors Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
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|
|
Old Point Trust & Financial Services N A
|
|
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|
Principal Street Partners, LLC
|
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Gryphon Financial Partners LLC
|
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Kestra Advisory Services, LLC
|
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|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
City Holding Co
|
|
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|
F/M Investments LLC
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
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|
|
180 Wealth Advisors, Llc
|
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First Bank & Trust
|
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|
HB Wealth Management, LLC
|
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Police & Firemen's Retirement System of New Jersey
|
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Intrust Bank Na
|
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|
Cohen Investment Advisors LLC
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Sargent Investment Group, LLC
|
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|
Deseret Mutual Benefit Administrators
|
|
|
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|
Logan Capital Management Inc
|
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
North Reef Capital Management LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Kozak & Associates, Inc.
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Mark Sheptoff Financial Planning, Llc
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Teacher Retirement System Of Texas
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Gould Asset Management Llc /ca/
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Fusion Capital, LLC
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NewEdge Wealth, LLC
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Guardian Partners Inc.
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D.a. Davidson & Co.
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Alteri Wealth LLC
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LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
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Meridian Investment Counsel Inc.
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Delos Wealth Advisors, LLC
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Tidemark, LLC
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Richwood Investment Advisors, LLC
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Stratos Wealth Advisors, LLC
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WPG Advisers, LLC
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Essex Savings Bank
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IMA Wealth, Inc.
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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Clayton Partners LLC
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Aaron Wealth Advisors LLC
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Westpac Banking Corp
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VSTIX - VALIC Co I - Stock Index Fund
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Ameritas Advisory Services, LLC
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Warren Street Wealth Advisors, LLC
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Valued Wealth Advisors LLC
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
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Massachusetts Financial Services Co /ma/
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Chevy Chase Trust Holdings, Inc.
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BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
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ArrowMark Colorado Holdings LLC
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Sirios Capital Management L P
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Copeland Capital Management, LLC
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Whipplewood Advisors, LLC
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Northstar Group, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
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Allied Investment Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
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Cardinal Point Capital Management, ULC
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Jefferies Financial Group Inc.
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
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Golden State Equity Partners
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Eastern Bank
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Dorsey Wright & Associates
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Patton Albertson Miller Group, Llc
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Teewinot Capital Advisers, L.L.C.
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Everhart Financial Group, Inc.
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Clarendon Private LLC
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Black Cypress Capital Management, LLC
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Activest Wealth Management
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Stonebrook Private Inc.
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Advisory Alpha, LLC
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Operose Advisors LLC
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WFA of San Diego, LLC
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Profunds - Profund Vp Financials
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DekaBank Deutsche Girozentrale
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CX Institutional
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Dakota Wealth Management
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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Squarepoint Ops LLC
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Ridgewood Investments LLC
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Destination Wealth Management
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Ignite Planners, LLC
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David R. Rahn & Associates Inc.
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Level Four Advisory Services, Llc
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Morris Retirement Advisors, LLC
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SILVER OAK SECURITIES, Inc
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Community Bank, N.A.
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Foundations Investment Advisors, LLC
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New England Asset Management Inc
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Sonora Investment Management Group, LLC
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Grove Bank & Trust
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
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Citigroup Inc
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
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Delta Financial Group, Inc.
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EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
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Jaffetilchin Investment Partners, LLC
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Lynch & Associates/in
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Papp L Roy & Associates
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
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Lodestar Private Asset Management Llc
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
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Axxcess Wealth Management, Llc
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Diligent Investors, LLC
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Chilton Capital Management Llc
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ProShare Advisors LLC
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Dumont & Blake Investment Advisors Llc
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New Millennium Group LLC
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St Germain D J Co Inc
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
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Voleon Capital Management Lp
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Parallel Advisors, LLC
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Texas Yale Capital Corp.
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Cladis Investment Advisory, LLC
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Private Management Group Inc
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
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Costello Asset Management, INC
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Modern Wealth Management, LLC
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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Financial Advisory Service, Inc.
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
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Hancock Whitney Corp
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CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
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Texas Permanent School Fund
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Novem Group
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Walleye Trading LLC
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
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New York State Common Retirement Fund
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Wrapmanager Inc
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
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Putney Financial Group LLC
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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CPA Asset Management LLC
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Rhumbline Advisers
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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Quad-Cities Investment Group, LLC
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Petix & Botte Co
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Argent Advisors, Inc.
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
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Talon Private Wealth, LLC
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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Advisors Capital Management, LLC
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Principia Wealth Advisory, LLC
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
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Envestnet Asset Management Inc
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Kathmere Capital Management, LLC
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Vista Private Wealth Partners. LLC
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Sheets Smith Wealth Management
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
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Kuhn & Co Investment Counsel
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Boyd Watterson Asset Management Llc/oh
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Ransom Advisory, Ltd
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Crux Wealth Advisors
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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Northeast Financial Consultants Inc
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Snowden Capital Advisors LLC
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United Bank
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Meritage Portfolio Management
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Pinnacle Holdings, LLC
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Sterneck Capital Management, LLC
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
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Pinnacle Wealth Planning Services, Inc.
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Deutsche Bank Ag\
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Northern Trust Corp
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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Truist Financial Corp
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Brookstone Capital Management
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Aspen Grove Capital, LLC
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Foster & Motley Inc
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Sig Brokerage, Lp
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Nemes Rush Group LLC
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Cresset Asset Management, LLC
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Trust Co Of Virginia /va
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High Net Worth Advisory Group LLC
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Potentia Wealth
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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Central Pacific Bank - Trust Division
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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RIA Advisory Group LLC
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Intrua Financial, LLC
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Kestra Investment Management, LLC
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Canopy Partners, LLC
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PFG Advisors
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Macquarie Group Ltd
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Cookson Peirce & Co Inc
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Daiwa Securities Group Inc.
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WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
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Alliance Wealth Advisors, LLC
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Transform Wealth, LLC
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
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Gitterman Wealth Management, LLC
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Alliancebernstein L.p.
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Cove Street Capital, LLC
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Providence Capital Advisors, LLC
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Davis Investment Partners, LLC
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Tactive Advisors, LLC
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Balance Wealth, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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RD Lewis Holdings, Inc.
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Vista Wealth Management Group, LLC
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Sutton Place Investors Llc
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Bailard, Inc.
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Avenue 1 Advisors, LLC
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Tobias Financial Advisors, Inc.
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McLean Asset Management Corp
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|
Abundance Wealth Counselors
|
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River Wealth Advisors LLC
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Legacy Wealth Managment, LLC/ID
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|
Pnc Financial Services Group, Inc.
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|
Mbb Public Markets I Llc
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|
FT Vest Total Return Income Fund: Series A2
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Coldstream Capital Management Inc
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WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
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|
Breakwater Capital Group
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Michels Family Financial, LLC
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
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|
McAdam, LLC
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
Argent Trust Co
|
|
|
|
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|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
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|
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|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
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|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
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|
Stableford Capital Ii Llc
|
|
|
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|
Elk River Wealth Management, LLC
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|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
Lifeworks Advisors, LLC
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|
Mosaic Financial Group, Llc
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|
New England Capital Financial Advisors LLC
|
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|
Sagespring Wealth Partners, Llc
|
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|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
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|
Kfg Wealth Management, Llc
|
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
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|
|
Quantum Financial Advisors, LLC
|
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Northwest & Ethical Investments L.P.
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Kodai Capital Management LP
|
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HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
St. Johns Investment Management Company, LLC
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Tokio Marine Asset Management Co Ltd
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Evelyn Partners Investment Management LLP
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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First Western Trust Bank
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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FT Vest Total Return Income Fund: Series A4
|
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DKRT Investments Corp.
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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PFG Investments, LLC
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Custom Index Systems, Llc
|
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Capital Group Private Client Services, Inc.
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New Hampshire Trust
|
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CTC Alternative Strategies, Ltd.
|
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Quaker Wealth Management, LLC
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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White Pine Capital Llc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
BTC Capital Management, Inc.
|
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Lion Street Advisors, LLC
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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Exchange Traded Concepts, Llc
|
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111 Capital
|
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WealthTrust Axiom LLC
|
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Woodward Diversified Capital, Llc
|
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Caisse Des Depots Et Consignations
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
Maseco Llp
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
Princeton Global Asset Management LLC
|
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Fragasso Group Inc.
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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|
Ci Investments Inc.
|
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Payden & Rygel
|
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Jackson, Grant Investment Advisers, Inc.
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Norden Group Llc
|
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TBH Global Asset Management, LLC
|
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Bridgeway Capital Management Inc
|
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Verity & Verity, LLC
|
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Wimmer Associates 1, Llc
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
Spire Wealth Management
|
|
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|
Alpine Bank Wealth Management
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
MSH Capital Advisors LLC
|
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|
Winebrenner Capital Management Llc
|
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|
Yukon Wealth Management, Inc.
|
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Gables Capital Management Inc.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
Summa Corp.
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
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|
|
Montecito Bank & Trust
|
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|
Pfc Capital Group, Inc.
|
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Alberta Investment Management Corp
|
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Vanguard Group Inc
|
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Bridge Creek Capital Management LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Seacrest Wealth Management, Llc
|
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Hotchkis & Wiley Capital Management Llc
|
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|
Peak6 Llc
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
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|
|
Apexium Financial, Lp
|
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|
Todd Asset Management Llc
|
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|
Savant Capital, LLC
|
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|
LeConte Wealth Management, LLC
|
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|
ICONIQ Capital, LLC
|
|
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|
Cinctive Capital Management LP
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Silvercrest Asset Management Group Llc
|
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|
XML Financial, LLC
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
Bremer Bank National Association
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
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|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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First Manhattan Co
|
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Accelerate Investment Advisors LLC
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King Luther Capital Management Corp
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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Laraway Financial Inc
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Pittenger & Anderson Inc
|
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Fisher Asset Management, LLC
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von Borstel & Associates, Inc.
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Eagle Wealth Strategies Llc
|
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HighTower Advisors, LLC
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Mezzasalma Advisors, LLC
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Marble Harbor Investment Counsel, LLC
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NBZ Investment Advisors LLC
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Cito Capital Group, LLC
|
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Eq Wealth Advisors, Llc
|
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SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
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Alerus Financial Na
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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ROSS\JOHNSON & Associates LLC
|
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Cherrydale Wealth Management, Llc
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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Susquehanna International Group, Llp
|
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Maryland State Retirement & Pension System
|
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Mpwm Advisory Solutions, Llc
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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Sculati Wealth Management, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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Mosaic Family Wealth Partners, Llc
|
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BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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Skyline Advisors, Inc.
|
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Aristotle Capital Management, LLC
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Mraz, Amerine & Associates, Inc.
|
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TD Capital Management LLC
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Axa S.a.
|
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Asio Capital, LLC
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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Gf Fund Management Co. Ltd.
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Sonata Capital Group Inc
|
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WP Advisors, LLC
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Cornerstone Wealth Management, LLC
|
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Ing Groep Nv
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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D'Orazio & Associates, Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Shufro Rose & Co Llc
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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Tsfg, Llc
|
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Granite Investment Partners, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
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|
Three Bridge Wealth Advisors, LLC
|
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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Capital Advisors Inc/ok
|
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Ayrshire Capital Management LLC
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Aspire Capital Advisors LLC
|
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Horizon Financial Services, Llc
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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AA Financial Advisors, LLC
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Regent Peak Wealth Advisors LLC
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
United Capital Financial Advisers, Llc
|
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Minichmacgregor Wealth Management, Llc
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
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|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
GFG Capital, LLC
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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|
Jessup Wealth Management, Inc
|
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|
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|
|
Lawson Kroeker Investment Management Inc/ne
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Duncan Williams Asset Management, LLC
|
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|
Silicon Valley Capital Partners
|
|
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|
Amarillo National Bank
|
|
|
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|
|
REAP Financial Group, LLC
|
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|
Mechanics Bank Trust Department
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Oakworth Capital, Inc.
|
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|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Daily Journal Corp
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
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CIBC Private Wealth Group, LLC
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Seizert Capital Partners, Llc
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
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Bare Financial Services, Inc
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
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Wellington Management Group Llp
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Nicholas Hoffman & Company, LLC.
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Orion Portfolio Solutions, LLC
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Temasek Holdings (Private) Ltd
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
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DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
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Rokos Capital Management LLP
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Miracle Mile Advisors, LLC
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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Holderness Investments Co
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VCAAX - VALIC Co I - Asset Allocation Fund
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Trinity Financial Advisors LLC
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Dana Investment Advisors, Inc.
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Westover Capital Advisors, LLC
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Kestra Private Wealth Services, Llc
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Hudson Bay Capital Management LP
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