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GLOBALT Investments LLC / GA
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|
Luken Investment Analytics, LLC
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Overbrook Management Corp
|
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|
IHT Wealth Management, LLC
|
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|
Stablepoint Partners, LLC
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|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
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|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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|
Panoramic Capital Partners, LLC
|
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|
Prosperity Consulting Group, LLC
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
Yoder Wealth Management, Inc.
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C M Bidwell & Associates Ltd
|
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Penney Financial, LLC
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Bourgeon Capital Management Llc
|
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Sanders Capital, LLC
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
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|
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
|
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|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
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Tema Etfs Llc
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Lifestyle Asset Management, Inc.
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Indiana Trust & Investment Management CO
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MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
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Moody Lynn & Lieberson, Llc
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Coerente Capital Management
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Tcfg Wealth Management, Llc
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Nottingham Advisors, Inc.
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Aua Capital Management, Llc
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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|
Highline Wealth Partners Llc
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ERn Financial, LLC
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
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|
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|
Disciplined Investments, LLC
|
|
|
|
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Indie Asset Partners, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
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|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
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|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
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Crystal Rock Capital Management
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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Miller Wealth Advisors, Llc
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
E Fund Management Co., Ltd.
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Buck Wealth Strategies, LLC
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Lincoln Capital LLC
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Weaver C. Barksdale & Associates, Inc.
|
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|
Berry Wealth Group, LP
|
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Cushing Capital Partners, LLC
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Grandview Asset Management LLC
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Valicenti Advisory Services Inc
|
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Regatta Capital Group, Llc
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Woodmont Investment Counsel Llc
|
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Aries Wealth Management
|
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Cardinal Capital Management
|
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Silvia Mccoll Wealth Management, Llc
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Schiavi & Co LLC
|
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|
Seed Wealth Management, Inc.
|
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Discovery Capital Management, Llc / Ct
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
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|
Wealthcare Capital Management Llc
|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
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|
Centerpoint Advisors, LLC
|
|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
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|
Smead Capital Management, Inc.
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
1858 Wealth Management, Llc
|
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|
Intech Investment Management Llc
|
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|
Wolff Financial Management Llc
|
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|
First Bancorp, Inc /ME/
|
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|
Miracle Mile Advisors, LLC
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
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|
|
TCTC Holdings, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
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|
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|
Insight 2811, Inc.
|
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|
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|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
|
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|
Bank & Trust Co
|
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|
|
|
|
Evexia Wealth Llc
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
BNP Paribas Asset Management Holding S.A.
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|
BancorpSouth Bank
|
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Accuvest Global Advisors
|
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Hardin Capital Partners, LLC
|
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|
Uhlmann Price Securities, Llc
|
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|
Ledyard National Bank
|
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Harbor Investment Advisory, Llc
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Interval Partners, LP
|
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|
Annex Advisory Services, LLC
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Lmcg Investments, Llc
|
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Simmons Bank
|
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PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
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|
J.w. Cole Advisors, Inc.
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|
M Holdings Securities, Inc.
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Corundum Group, Inc.
|
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Oregon Public Employees Retirement Fund
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
Pachira Investments Inc.
|
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|
Future Financial Wealth Managment LLC
|
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NEOS Investment Management LLC
|
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|
Marquette Asset Management, LLC
|
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LGT Fund Management Co Ltd.
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Rik Saylor Financial, Inc.
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NCP Inc.
|
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Baader Bank INC
|
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Guggenheim Strategic Opportunities Fund
|
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|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Motley Fool Asset Management LLC
|
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Financial Advisors Network, Inc.
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Fairtree Asset Management (Pty) Ltd
|
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|
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|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
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|
Semus Wealth Partners LLC
|
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
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|
Signet Financial Management, Llc
|
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Clough Global Equity Fund
|
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Harold Davidson & Associates Inc.
|
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HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
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|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
Lincluden Management Ltd
|
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|
Blue Capital, Inc.
|
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Udine Wealth Management, Inc.
|
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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Inman Jager Wealth Management, LLC
|
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QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
One Day In July LLC
|
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|
Fourth Dimension Wealth, LLC
|
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Capital Management Associates, Inc
|
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Raelipskie Partnership
|
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Stifel Financial Corp
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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|
Richardson Financial Services Inc.
|
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McGowan Group Asset Management, Inc.
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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Manchester Capital Management LLC
|
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KG&L Capital Management,LLC
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Union Bancaire Privee, UBP SA
|
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Jefferies Financial Group Inc.
|
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Ramsay, Stattman, Vela & Price, Inc.
|
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Rockbridge Capital Management LLC
|
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|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
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|
|
Impact Capital Partners LLC
|
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|
|
RIA Advisory Group LLC
|
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|
|
Signal Advisors Wealth, LLC
|
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|
Crestwood Advisors Group LLC
|
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|
|
MetLife Investment Management, LLC
|
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|
Swan Global Investments, LLC
|
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|
Sandy Spring Bank
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
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|
|
|
Condor Capital Management
|
|
|
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|
|
Evergreen Private Wealth LLC
|
|
|
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|
Saturna Capital CORP
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Allen Holding Inc /ny
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
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Betterment LLC
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Sage Investment Counsel LLC
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YHB Investment Advisors, Inc.
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Shorepoint Capital Partners LLC
|
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Baird Financial Group, Inc.
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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Commonwealth Financial Services, LLC
|
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May Barnhard Investments LLC
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Mayfair Advisory Group, LLC
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Panagora Asset Management Inc
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Amplius Wealth Advisors, LLC
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Solidarilty Wealth, LLC
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TruNorth Capital Management, LLC
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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Atlas Wealth LLC
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Barnes Wealth Management Group, Inc
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Cookson Peirce & Co Inc
|
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Victory Capital Management Inc
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
SGL Investment Advisors, Inc.
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Full Sail Capital, LLC
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Commonwealth Retirement Investments LLC
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Highland Capital Management, Llc
|
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Cascade Wealth Advisors, Inc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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Lvm Capital Management Ltd/mi
|
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Spreng Capital Management, Inc.
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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Intrepid Financial Planning Group LLC
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G2 Capital Management, Llc / Oh
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Prudent Investors Network
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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West Oak Capital, LLC
|
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AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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Pandora Wealth, Inc.
|
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Robinson Smith Wealth Advisors Llc
|
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Twin Capital Management Inc
|
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Capstone Wealth Management Group LLC
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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Beach Investment Counsel Inc/pa
|
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Gruss & Co., LLC
|
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Maridea Wealth Management LLC
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CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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Summerhill Capital Management lnc.
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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Nuveen Dow 30sm Dynamic Overwrite Fund
|
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Enclave Advisors LLC
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Ridgecrest Wealth Partners, Llc
|
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Bay Capital Advisors, LLC
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Kraematon Investment Advisors, Inc
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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Campbell Deegan Wealth Management, LLC
|
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Emerald Advisors, LLC
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Paradigm Financial Partners, Llc
|
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BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
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Abn Amro Investment Solutions
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Tlwm
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SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
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Sonora Investment Management Group, LLC
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Kodai Capital Management LP
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Vance Wealth, Inc.
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Johnson Financial Group, Inc.
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Laidlaw Wealth Management LLC
|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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Scotia Capital Inc.
|
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Strategic Family Wealth Counselors, L.L.C.
|
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Cooper Capital Advisors LLC
|
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Capstone Wealth Management Group, Llc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Fisher Funds Management LTD
|
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Operose Advisors LLC
|
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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|
Sterling Financial Planning, Inc.
|
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Marshall Investment Management, Llc
|
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Manhattan West Asset Management, LLC
|
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|
North Dallas Bank & Trust Co
|
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|
Total Wealth Planning, Llc
|
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Cambridge Advisors Inc.
|
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TCP Asset Management, LLC
|
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WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
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|
Liberty One Investment Management, Llc
|
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|
NewEdge Wealth, LLC
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Ameriflex Group, Inc.
|
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|
Bremer Bank National Association
|
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|
GenWealth Group, Inc.
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
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|
Fonville Wealth Management LLC
|
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|
Boston Private Wealth Llc
|
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|
PFG Advisors
|
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|
FLC Capital Advisors
|
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|
Fortis Capital Management LLC
|
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|
Bretton Capital Management, LLC
|
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|
Gator Capital Management, LLC
|
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|
Mendel Capital Management LLC
|
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|
DRW Securities, LLC
|
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|
|
Prairie Wealth Advisors, Inc.
|
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|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
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|
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|
|
Annandale Capital, LLC
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
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|
|
Princeton Global Asset Management LLC
|
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|
|
Element Wealth, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
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Van Eck Associates Corp
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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|
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|
|
Evernest Financial Advisors, LLC
|
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|
Sloy Dahl & Holst, LLC
|
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|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
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|
Riversedge Advisors, Llc
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Sagard Holdings Management Inc.
|
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|
Kaufman Rossin Wealth, LLC
|
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|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
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|
Selway Asset Management
|
|
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|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
POM Investment Strategies, LLC
|
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|
Mach-1 Financial Group, Inc.
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Summit Wealth & Retirement Planning, Inc.
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Spartan Planning & Wealth Management
|
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Atlas Brown,Inc.
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Hanlon Investment Management, Inc.
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Lountzis Asset Management, Llc
|
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ETF Store, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
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|
BlueChip Wealth Advisors LLC
|
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|
Socorro Asset Management LP
|
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|
Violich Capital Management, Inc.
|
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Williams Jones Wealth Management, LLC.
|
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|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
|
|
RPg Family Wealth Advisory, LLC
|
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|
Capital Investment Counsel, LLC
|
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|
|
Sippican Capital Advisors
|
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|
Biltmore Family Office, LLC
|
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|
Avestar Capital, LLC
|
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|
Stephens Consulting, LLC
|
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|
Hall Capital Management Co Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
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|
|
|
Charter Oak Capital Management, LLC
|
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|
Bayesian Capital Management, LP
|
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|
APCM Wealth Management for Individuals
|
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|
|
Apeiron RIA LLC
|
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|
|
|
|
Resurgent Financial Advisors LLC
|
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|
MCF Advisors LLC
|
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|
|
|
Boit C F David
|
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|
|
Eagle Strategies LLC
|
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|
4J Wealth Management LLC
|
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|
LongView Asset Management LLC
|
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|
Family Legacy Financial Solutions, LLC
|
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|
Terra Nova Asset Management LLC
|
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|
Farringdon Capital, Ltd.
|
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|
Summitry Llc
|
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|
Hummer Financial Advisory Services Inc
|
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|
Schubert & Co
|
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|
LexAurum Advisors, LLC
|
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|
Eagle Bluffs Wealth Management LLC
|
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|
Neumann Capital Management, LLC
|
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|
Ascension Capital Advisors, Inc.
|
|
|
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|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
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|
Aldebaran Financial Inc.
|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Pacifica Partners Inc.
|
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|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
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|
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|
Sherbrooke Park Advisers Llc
|
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|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
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|
Stony Point Wealth Management Inc.
|
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|
Signet Investment Advisory Group, Inc.
|
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|
Somerset Trust Co
|
|
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|
Cetera Trust Company, N.A
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Credential Securities Inc.
|
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|
Coldstream Capital Management Inc
|
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|
Swedbank AB
|
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|
Intact Investment Management Inc.
|
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Brian Low Financial Group, Llc
|
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|
Kingdon Capital Management, L.l.c.
|
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|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Motco
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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|
Financial Advisory Partners, Llc
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Capital Advisors Inc/ok
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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V2 Financial group LLC
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|
Ttp Investments, Inc.
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Mechanics Financial Corp
|
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Dynamic Wealth Strategies, LLC
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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TBG - EA Series Trust - TBG Dividend Focus ETF
|
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|
Vestmark Advisory Solutions, Inc.
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Cape Ann Savings Bank
|
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Coordinated Financial Services, Inc.
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Bartlett & Co. Wealth Management Llc
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Cullen Capital Management, LLC
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Advent Capital Management /de/
|
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Meyer Handelman Co
|
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GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
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|
Harrington Investments, INC
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DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
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|
Horizons Wealth Management
|
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|
Stonehearth Capital Management, LLC
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|
Chelsea Counsel Co
|
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|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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|
Putnam Fl Investment Management Co
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
BOS Asset Management, LLC
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Migdal Insurance & Financial Holdings Ltd.
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High Note Wealth, LLC
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
My Personal CFO, LLC
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Unisphere Establishment
|
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Old Port Advisors
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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IMG Wealth Management, Inc.
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Core Alternative Capital
|
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Autumn Glory Partners, LLC
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Plum Street Advisors, LLC
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ARGA Investment Management, LP
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Ruedi Wealth Management, Inc.
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Lion Street Advisors, LLC
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Pingora Partners LLC
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Strive Asset Management, LLC
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Tanager Wealth Management LLP
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Arbor Investment Advisors, LLC
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Clark Estates Inc/ny
|
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Krilogy Financial LLC
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Alan B. Lancz & Associates, Inc.
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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Financial Enhancement Group LLC
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Goelzer Investment Management, Inc.
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Private Wealth Partners, LLC
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|
Calamos Global Dynamic Income Fund
|
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Fullerton Fund Management Co Ltd
|
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Cannon Financial Strategists, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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Centricity Wealth Management, LLC
|
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Kavar Capital Partners Group, Llc
|
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Essential Planning, LLC.
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Employees Retirement System of Texas
|
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Access Investment Management LLC
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Kestra Advisory Services, LLC
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MRP Capital Investments, LLC
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Brown Brothers Harriman & Co
|
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Talbot Financial, LLC
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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Concorde Financial Corp
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
1620 Investment Advisors, Inc.
|
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Public Investment Fund
|
|
|
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|
Somerville Kurt F
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Lockerman Financial Group, Inc.
|
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|
Ritholtz Wealth Management
|
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Kercheville Advisors, LLC
|
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Gotham Asset Management, LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Pennington Partners & Co., Llc
|
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|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
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|
|
Private Capital Advisors, Inc.
|
|
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|
|
Montz Harcus Wealth Management LLC
|
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|
Optivise Advisory Services LLC
|
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|
|
Engineers Gate Manager LP
|
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|
Investment Partners Asset Management, Inc.
|
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|
Wills Financial Group LLC
|
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|
Essex Financial Services, Inc.
|
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|
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|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Accent Capital Management, LLC
|
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|
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|
|
Steward Partners Investment Advisory, Llc
|
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|
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|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
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Principal Street Partners, LLC
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Comprehensive Financial Planning, Inc./PA
|
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Sierra Ocean, Llc
|
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Franklin, Parlapiano, Turner & Welch, LLC
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Brookmont Capital Management
|
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|
Compass Financial Group, INC/SD
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|
Calamos Strategic Total Return Fund
|
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|
Invera Wealth Advisors, LLC
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|
Fortitude Family Office, LLC
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Codex Capital Asset Management L.L.C.
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Paul R. Ried Financial Group, LLC
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Cable Hill Partners, LLC
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TD Capital Management LLC
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DecisionPoint Financial, LLC
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Ironvine Capital Partners, LLC
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Paragon Capital Management LLC
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Tower Wealth Partners, Inc.
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Worth Financial Advisory Group, LLC
|
|
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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T. Rowe Price Investment Management, Inc.
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U S Wealth Group, Llc.
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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Granite Harbor Advisors, Inc.
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Lmp Capital & Income Fund Inc.
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Alyeska Investment Group, L.P.
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EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
Puzo Michael J
|
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Fortress Wealth Group, LLC
|
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GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
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Tandem Investment Partners LLC
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Personal Cfo Solutions, Llc
|
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Aspetuck Financial Management LLC
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Segment Wealth Management, LLC
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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|
|
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WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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|
Landaas & Co /wi /adv
|
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Martin Capital Partners, LLC
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Omnia Family Wealth, LLC
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Absolute Capital Management, LLC
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Home Federal Bank Of Tennessee
|
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Guardian Partners Inc.
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Key FInancial Inc
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Ball & Co Wealth Management Inc.
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Tredje AP-fonden
|
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Disciplina Capital Management LLC
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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Philadelphia Financial Management of San Francisco, LLC
|
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SK Wealth Management, LLC
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Kfg Wealth Management, Llc
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Stone Point Wealth LLC
|
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TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
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Kelly Lawrence W & Associates Inc/ca
|
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Godshalk Welsh Capital Management, Inc.
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Transform Wealth, LLC
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Ctc Llc
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WPWealth LLP
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Great Oak Capital Partners, Llc
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Kingsman Wealth Management, Inc.
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Ubs Asset Management Americas Inc
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Spdr Dow Jones Industrial Average Etf Trust
|
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Paragon Capital Management Ltd
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Mediolanum International Funds Ltd
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Bearing Point Capital, Llc
|
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Covenant Partners, LLC
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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Evelyn Partners Investment Management LLP
|
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HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
ABN AMRO Bank N.V.
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Challenger Wealth Management
|
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|
Signature Wealth Management Group
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
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|
Howard Financial Services, Ltd.
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
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|
Cascades Capital Asset Management, LLC
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
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|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
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|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
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|
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|
Evercore Wealth Management, LLC
|
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|
RWQ Financial Management Services, Inc.
|
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|
Rational Advisors Llc
|
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|
Nautilus Advisors LLC
|
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|
Northeast Investment Management
|
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|
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|
Calamos Global Total Return Fund
|
|
|
|
|
|
Cercano Management LLC
|
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|
Opinicus Capital, Inc.
|
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|
Capula Management Ltd
|
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|
Jump Financial, LLC
|
|
|
|
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|
Franklin Street Advisors Inc /nc
|
|
|
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|
Riverbend Wealth Management, LLC
|
|
|
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|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
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|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
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RVW Wealth, LLC
|
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|
Financial Synergies Wealth Advisors, Inc.
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|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
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|
Drive Wealth Management, Llc
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
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|
Country Trust Bank
|
|
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|
Quest Partners LLC
|
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|
BigSur Wealth Management LLC
|
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|
Bristlecone Advisors, LLC
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|
WPG Advisers, LLC
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|
Cypress Capital Group
|
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|
IAG Wealth Partners, LLC
|
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|
Norway Savings Bank
|
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|
Chicago Partners Investment Group LLC
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Fort Point Capital Partners LLC
|
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|
Cambria Investment Management, L.P.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
Strategic Financial Concepts, LLC
|
|
|
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Magnolia Capital Advisors Llc
|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
Founders Financial Securities Llc
|
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|
Fischer Financial Services, Inc.
|
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|
Richardson Capital Management LLC
|
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|
RW Investment Management LLC
|
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|
Long Run Wealth Advisors, LLC
|
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Sheets Smith Wealth Management
|
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|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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|
Outlook Wealth Advisors, LLC
|
|
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
|
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|
My Legacy Advisors, LLC
|
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|
Black Diamond Financial, LLC
|
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|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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|
|
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|
First National Trust Co
|
|
|
|
|
|
Adviser Investments LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Umpqua Bank
|
|
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Kendall Capital Management
|
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|
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|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
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|
Viking Global Investors Lp
|
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|
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Circle Wealth Management, LLC
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
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|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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|
Forza Wealth Management, LLC
|
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Woodline Partners LP
|
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|
O'Dell Group, LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Pittenger & Anderson Inc
|
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|
Epiq Partners, Llc
|
|
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|
Gen-Wealth Partners Inc
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
|
TruWealth Advisors, LLC
|
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|
Pettee Investors, Inc.
|
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|
Resources Management Corp /ct/ /adv
|
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|
Cornerstone Advisory, LLC
|
|
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|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
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|
Cornerstone Wealth Advisors, Inc.
|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
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|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Copperleaf Capital, LLC
|
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|
1776 Wealth LLC
|
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|
Rossby Financial, LCC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
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|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
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|
BayBridge Capital Group, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Avos Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
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|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
|
WP Advisors, LLC
|
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|
ADG Wealth Management Group, LLC
|
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|
Burns J W & Co Inc/ny
|
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|
Carolina Wealth Advisors, LLC
|
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|
LJI Wealth Management, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
Mullooly Asset Management, Inc.
|
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|
Mason & Associates Inc
|
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|
Pavion Blue Capital, LLC
|
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|
Todd Asset Management Llc
|
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|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
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|
Mystic Asset Management, Inc.
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|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
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|
Dearborn Partners Llc
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
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|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
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|
|
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|
Burling Wealth Partners, Llc
|
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|
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|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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|
Guyasuta Investment Advisors Inc
|
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|
Vident Advisory, LLC
|
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DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
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|
American Century Companies Inc
|
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|
Holland Advisory Services, Inc.
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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|
Bridgewealth Advisory Group, LLC
|
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|
Moser Wealth Advisors, LLC
|
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|
Elm3 Financial Group, LLC
|
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GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
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|
Alpine Global Dynamic Dividend Fund
|
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|
FCG Investment Co
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
East Coast Asset Management, LLC.
|
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|
Baring Financial LLC
|
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Profund Advisors Llc
|
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Farmers National Bank
|
|
|
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|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
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|
TPG Financial Advisors, LLC
|
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|
Flagship Wealth Advisors, Llc
|
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|
Institutional Investment Strategy Fund
|
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|
Worth Asset Management, LLC
|
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US Asset Management LLC
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|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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|
Capital Wealth Planning, LLC
|
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|
Prentiss Smith & Co Inc
|
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|
Howard Capital Management Inc.
|
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United Community Bank
|
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|
SWAN Capital LLC
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America First Investment Advisors, LLC
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PBMares Wealth Management LLC
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TFC Financial Management
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Trust Co of the South
|
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|
1 North Wealth Services Llc
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Thoroughbred Financial Services, Llc
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
Pine Haven Investment Counsel, Inc
|
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|
Great Lakes Retirement, Inc.
|
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|
One Degree Advisors Inc
|
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|
Gf Fund Management Co. Ltd.
|
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|
Noble Wealth Management PBC
|
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|
Financial Network Wealth Management LLC
|
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|
Concentric Capital Strategies, LP
|
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|
Pure Portfolios Holdings Llc
|
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|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Spire Wealth Management
|
|
|
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|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
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|
|
|
PDS Planning, Inc
|
|
|
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|
|
New Vernon Investment Management Llc
|
|
|
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|
|
Wynn Capital, LLC
|
|
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|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
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|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
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|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Hoya Capital Real Estate, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
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Farther Finance Advisors, LLC
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AMF Pensionsforsakring AB
|
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BIT Capital GmbH
|
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Cyndeo Wealth Partners, LLC
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Concentrum Wealth Management
|
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|
Mizuho Securities Co. Ltd.
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Seelaus Asset Management LLC
|
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Roof Eidam & Maycock/adv
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Creative Planning
|
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|
Hunter Associates Investment Management Llc
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Parkside Advisors LLC
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LMG Wealth Partners, LLC
|
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Compass Wealth Management LLC
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
RB Capital Management, LLC
|
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Anchor Pointe Wealth Management, LLC
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
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|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
MEMBERS Trust Co
|
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|
NDVR, Inc.
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May Hill Capital, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Strategic Advocates LLC
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Geometric Wealth Advisors
|
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Evelyn Partners Asset Management Ltd
|
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Greenleaf Trust
|
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Riverview Capital Advisers, LLC
|
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Dentgroup LLC
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Valley National Advisers Inc
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GK Wealth Management LLC
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RWM Asset Management, LLC
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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Millstone Evans Group, LLC
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Kingdom Financial Group LLC.
|
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Lowe Wealth Advisors, LLC
|
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Nicholas Hoffman & Company, LLC.
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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Forbes J M & Co Llp
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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Amalgamated Bank
|
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Verus Wealth Management, Llc
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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First Business Financial Services, Inc.
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Warwick Investment Management, Inc.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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New Harbor Financial Group, LLC
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Amundi
|
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Nicholas Investment Partners, LP
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Bailard, Inc.
|
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Capital Investment Advisory Services, LLC
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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|
Spinnaker Investment Group, LLC
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LS Investment Advisors, LLC
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Palumbo Wealth Management LLC
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Us Financial Advisors, Llc
|
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Cloud Capital Management, LLC
|
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Everstar Asset Management, LLC
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
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|
Access Financial Services, Inc.
|
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Gemmer Asset Management LLC
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
Wolverine Asset Management Llc
|
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Jennison Associates Llc
|
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Bristol John W & Co Inc /ny/
|
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Greenwood Gearhart Inc
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
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|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
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|
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|
Everhart Financial Group, Inc.
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Sonata Capital Group Inc
|
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|
Reliant Investment Partners, LLC
|
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|
Bank of New York Mellon Corp
|
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|
Calvert Management Series - Calvert Global Equity Fund Class I
|
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|
Mason & Associates, LLC
|
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|
Creekside Partners
|
|
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|
|
|
Ckw Financial Group
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Stableford Capital Ii Llc
|
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|
BIP Wealth, LLC
|
|
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|
|
Mendel Money Management
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
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|
|
|
|
Resonant Capital Advisors, LLC
|
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|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
MISEX - Midas Series Trust - Midas Magic
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Patient Capital Management, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
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Amica Mutual Insurance Co
|
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Scissortail Wealth Management, LLC
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|
Ccm Investment Advisers Llc
|
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|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
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|
Texas Capital Bancshares Inc/tx
|
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Waddell & Associates, Llc
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Members Wealth Llc
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Rothschild Investment Llc
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DSG Capital Advisors, LLC
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Thoma Capital Management LLC
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Curated Wealth Partners LLC
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|
Vise Technologies, Inc.
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|
Mattern Wealth Management LLC
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Carderock Capital Management Inc
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Kayne Anderson Rudnick Investment Management Llc
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Five Oceans Advisors
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CenterBook Partners LP
|
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S&t Bank/pa
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
PUREfi Wealth, LLC
|
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Thrive Wealth Management, LLC
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Higgins & Schmidt Wealth Strategies LLC
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Pathway Financial Advisors LLC
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Catalyst Financial Partners Llc
|
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Clarity Wealth Advisors, LLC
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Hendershot Investments Inc.
|
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Central Asset Investments & Management Holdings (HK) Ltd
|
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Cape Cod Five Cents Savings Bank
|
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Venator Management LLC
|
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TORYX - RBB Fund Trust - Torray Fund
|
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Capital Advisory Group Advisory Services, LLC
|
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Cincinnati Financial Corp
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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Forte Asset Management Llc
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Atala Financial Inc
|
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Clarity Financial LLC
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Rinkey Investments
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
Hutchinson Capital Management/ca
|
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Texas Bank & Trust Co
|
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Von Berge Wealth Management Group, LLC
|
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Howland Capital Management Llc
|
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Cincinnati Specialty Underwriters Insurance CO
|
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|
West Wealth Group, LLC
|
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WealthCollab, LLC
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Pin Oak Investment Advisors Inc
|
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We Are One Seven, LLC
|
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Lynch & Associates/in
|
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Cypress Asset Management Inc/tx
|
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Oakworth Capital, Inc.
|
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Green Harvest Asset Management LLC
|
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ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
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|
Monticello Wealth Management, Llc
|
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MBA Advisors LLC
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New England Asset Management Inc
|
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Brightwater Advisory LLC
|
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D'Orazio & Associates, Inc.
|
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|
Northeast Planning Associates, Inc. / Nh /
|
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Quantum Private Wealth, LLC
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
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Arista Wealth Management, LLC
|
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J. Safra Sarasin Holding AG
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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First Fiduciary Investment Counsel, Inc.
|
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Stevens Capital Management Lp
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Well Done, LLC
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Absher Wealth Management, Llc
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Mark Sheptoff Financial Planning, Llc
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Strategic Planning, Inc.
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Exchange Capital Management, Inc.
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Granite Investment Partners, LLC
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Heritage Wealth Management, Inc./Texas
|
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626 Financial, LLC
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Radnor Capital Management, LLC
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WFA Asset Management Corp
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|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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|
Redmond Asset Management, LLC
|
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|
Game Creek Capital, LP
|
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|
Wick Capital Partners, LLC
|
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|
Valeo Financial Advisors, LLC
|
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|
Baker Ellis Asset Management LLC
|
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|
Armis Advisers, LLC
|
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Creegan & Nassoura Financial Group, LLC
|
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|
Standard Family Office LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
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|
Leeward Financial Partners, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
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|
Arlington Trust Co LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
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|
Demars Financial Group, LLC
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Philo Smith Capital Corp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
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|
|
Mindset Wealth Management, Llc
|
|
|
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|
LifePlan Investment Advisors, Inc.
|
|
|
|
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|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
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|
|
Nippon Life Global Investors Americas, Inc.
|
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|
NS Partners Ltd
|
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|
City Holding Co
|
|
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|
|
Hara Capital LLC
|
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|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
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|
|
Td Asset Management Inc
|
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|
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|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
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|
|
Associated Banc-corp
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
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|
|
Brucke Financial, Inc.
|
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|
Spectrum Wealth Counsel, LLC
|
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|
Princeton Capital Management Llc
|
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|
Delta Asset Management Llc/tn
|
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|
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|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
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|
|
Novare Capital Management Llc
|
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|
Options Solutions, Llc
|
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|
Kaizen Financial Strategies
|
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Friedenthal Financial
|
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|
Baskin Financial Services Inc.
|
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Charter Trust Co
|
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Farmers & Merchants Investments Inc
|
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|
Portland Investment Counsel Inc.
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
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|
|
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|
Hobbs Group Advisors, LLC
|
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|
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|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
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|
|
|
|
Brown Shipley& Co Ltd
|
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|
Bank Of America Corp /de/
|
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|
LVZ Advisors, Inc.
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
|
Horizon Financial Services, Llc
|
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|
|
|
|
LOM Asset Management Ltd
|
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|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
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|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
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|
Trust Co of Kansas
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
TAM Capital Management Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
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Center for Financial Planning, Inc.
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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Bensler, LLC
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Hickory Asset Management, Inc.
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Connable Office Inc
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Aureus Asset Management, LLC
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Capital Square, LLC
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Marshall Wace, Llp
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Mountain Pacific Investment Advisers Inc/id
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Dillon & Associates Inc
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Barbara Oil Co.
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Pineridge Advisors LLC
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Veracity Capital LLC
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Avantax Planning Partners, Inc.
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Vigilare Wealth Management
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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Marco Investment Management Llc
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Canton Hathaway, LLC
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Capital Advisors, Ltd. LLC
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Consultiva Wealth Management, Corp.
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Clear Street Llc
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BankPlus Trust Department
|
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Abner Herrman & Brock Llc
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Family Wealth Group, LLC
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
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Brogan Financial, Inc.
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Annis Gardner Whiting Capital Advisors, LLC
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Sei Investments Co
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Instrumental Wealth, Llc
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ABLE Financial Group, LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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Perpetual Ltd
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VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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Grandfield & Dodd, Llc
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McClarren Financial Advisors, Inc.
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JB Capital LLC
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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Bayview Asset Management, Llc
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Financial Insights, Inc.
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Boyar Asset Management Inc.
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Wealthstream Advisors, Inc.
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Covestor Ltd
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Boston Partners
|
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OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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MSA Advisors, LLC
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Ark & Tlk Investments, Llc
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Rps Advisory Solutions Llc
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Eagle Bay Advisors LLC
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Jackson Creek Investment Advisors LLC
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Easterly Investment Partners Llc
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Wells Fargo & Company/mn
|
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Nelson Capital Management, LLC
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Brown Wealth Management, Llc
|
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Avondale Wealth Management
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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Eagle Rock Investment Company, Llc
|
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Greenfield Savings Bank
|
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Index Fund Advisors, Inc.
|
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Ceredex Value Advisors LLC
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Foundation Wealth Management, LLC
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Roxbury Financial LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Canopy Partners, LLC
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CGC Financial Services, LLC
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Colonial Trust Advisors
|
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Heck Capital Advisors, LLC
|
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Mid-American Wealth Advisory Group, Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Wilkins Investment Counsel Inc
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Grey Fox Wealth Advisors, LLC
|
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Morse Asset Management, Inc
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Cassaday & Co Wealth Management LLC
|
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|
Groupe la Francaise
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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City National Bank Of Florida /msd
|
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|
Ironsides Asset Advisors, LLC
|
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Premier Path Wealth Partners, LLC
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
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|
Swp Financial Llc
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Xcel Wealth Management, LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
David Wealth Management LLC
|
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|
|
Rosenblum Silverman Sutton S F Inc /ca
|
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|
Shaker Investments Llc/oh
|
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Capital City Trust Co/fl
|
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|
BlackRock ESG Capital Allocation Trust
|
|
|
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|
Evanson Asset Management, LLC
|
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|
TPG Advisors LLC
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|
Wolverine Trading, Llc
|
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|
James Hambro & Partners
|
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|
Mainsail Financial Group, LLC
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
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|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
Parkside Investments, LLC
|
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Insight Wealth Strategies, LLC
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Lipe & Dalton
|
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Apella Capital, LLC
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Sentinus, LLC
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Gs Investments, Inc.
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|
Balentine LLC
|
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|
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
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|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
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|
|
Catalytic Wealth RIA, LLC
|
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|
|
Avalon Trust Co
|
|
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|
|
Oppenheimer Asset Management Inc.
|
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|
|
Trinity Legacy Partners, LLC
|
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|
Vista Wealth Management Group, LLC
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
|
|
|
General American Investors Co Inc
|
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|
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|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Centre Asset Management, LLC
|
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|
|
|
|
Public Employees Retirement System Of Ohio
|
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|
|
|
|
Ade, Llc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
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|
Gradient Investments LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
|
ExodusPoint Capital Management, LP
|
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|
West Bancorporation Inc
|
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|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
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|
Disciplined Investors, L.L.C.
|
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Dudley Capital Management, Llc
|
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Wittenberg Investment Management, Inc.
|
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|
Nikulski Financial, Inc.
|
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|
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APG Asset Management N.V.
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
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|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Castlekeep Investment Advisors Llc
|
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|
Hamel Associates, Inc.
|
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|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
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|
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|
Orion Portfolio Solutions, LLC
|
|
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|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Oberweis Asset Management Inc/
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Rit Capital Partners Plc
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
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|
|
Safe Harbor Fiduciary, LLC
|
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|
|
|
|
Inlight Wealth Management, LLC
|
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|
Uniting Wealth Partners, LLC
|
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|
Senator Investment Group LP
|
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|
|
Albion Financial Group /ut
|
|
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|
Ruggaard & Associates LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
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|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
|
Main Street Research LLC
|
|
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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|
|
|
|
Pictet North America Advisors SA
|
|
|
|
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|
Cladis Investment Advisory, LLC
|
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|
Tobam
|
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|
Whittier Trust Co
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
eCIO, Inc.
|
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|
|
|
|
Stonebridge Wealth Management, LLC
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Gsa Capital Partners Llp
|
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|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
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|
|
Schnieders Capital Management Llc
|
|
|
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|
|
Dnca Finance
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Forge First Asset Management Inc.
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Morangie Management LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Oceanside Advisors LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Tranquility Partners, LLC
|
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Horizon Bancorp Inc /in/
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Mirabaud & Cie SA
|
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Canada Post Corp Registered Pension Plan
|
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|
Mesirow Financial Investment Management, Inc.
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Ameritas Advisory Services, LLC
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|
VisionPoint Advisory Group, LLC
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Northstar Asset Management Llc
|
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Walled Lake Planning & Wealth Management, Llc
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Delta Accumulation, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Falcon Wealth Planning
|
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Novus Advisors, Llc
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Massachusetts Wealth Management
|
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Rochester Wealth Strategies, LLC
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Monument Capital Management
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Kahn Brothers Group Inc /de/
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Proquility Private Wealth Partners, LLC
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Howard Hughes Medical Institute
|
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Planned Solutions, Inc.
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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IFG Advisors, LLC
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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Janney Montgomery Scott LLC
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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Emerald Investment Partners, Llc
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FT Vest Hedged Equity Income Fund: Series A2
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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Watershed Private Wealth Llc
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Trustmark National Bank Trust Department
|
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Palmer Knight Co
|
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Detalus Advisors, LLC
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Opulen Financial Group LLC
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Grove Bank & Trust
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
A. D. Beadell Investment Counsel, Inc.
|
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Monterey Private Wealth, Inc.
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Skylands Capital, LLC
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BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
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Venture Visionary Partners LLC
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Cassia Capital Partners, LLC
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Advisor Group Holdings, Inc.
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Royal Capital Wealth Management, LLC
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Mn Services Vermogensbeheer B.V.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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Scarborough Advisors, LLC
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Market Street Wealth Management Advisors Llc
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
Wescott Financial Advisory Group, LLC
|
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|
Peloton Wealth Strategists
|
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Ellerson Group Inc /adv
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Principia Wealth Advisory, LLC
|
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Point72 (DIFC) Ltd
|
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Lockheed Martin Investment Management Co
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Flaharty Asset Management, LLC
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Pointe Capital Management LLC
|
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Prostatis Group LLC
|
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Advance Capital Management, Inc.
|
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
Quartz Partners, LLC
|
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|
Salzhauer Michael
|
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Investment Partners, Ltd.
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SRN Advisors, LLC
|
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First National Bank & Trust Co Of Newtown
|
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|
Cardiff Park Advisors, Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Two Sigma Advisers, Lp
|
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|
Graney & King, LLC
|
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|
Capital Advisors Wealth Management, LLC
|
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|
Teza Capital Management LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Correct Capital Wealth Management
|
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|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Pfc Capital Group, Inc.
|
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Spirepoint Private Client, Llc
|
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|
Uptown Financial Advisors LLC
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Pensionfund Sabic
|
|
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|
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|
Ninety One SA (PTY) Ltd
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
Tortoise Investment Management, LLC
|
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|
Insight Wealth Partners, LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
Flynn Zito Capital Management, Llc
|
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|
Cadinha & Co Llc
|
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|
Good Steward Wealth Advisors,LLC
|
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|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
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|
TCM Advisors, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
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|
Patten & Patten Inc/tn
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Halter Ferguson Financial Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
New Jersey Better Educational Savings Trust
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
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McLean Asset Management Corp
|
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|
Disciplined Equity Management, Inc.
|
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|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Bellevue Asset Management, Llc
|
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Picton Mahoney Asset Management
|
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|
Palogic Value Management, L.P.
|
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|
Aft, Forsyth & Sober, LLC
|
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|
Oregon Pacific Wealth Management, LLC
|
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|
Corundum Trust Company, INC
|
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|
Coco Enterprises, LLC
|
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|
HORAN Wealth, LLC
|
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|
Marsico Capital Management Llc
|
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|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Alps Advisors Inc
|
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|
ICONIQ Capital, LLC
|
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|
Foster Group, Inc.
|
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|
One Capital Management, LLC
|
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|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Financial Advisory Corp /ut/ /adv
|
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Amica Retiree Medical Trust
|
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|
Aldebaran Capital, Llc
|
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|
L.m. Kohn & Company
|
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|
Sage Capital Management, LLC
|
|
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|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
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|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
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|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
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|
|
Carson Advisory Inc.
|
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|
Estabrook Capital Management
|
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|
Twelve Points Wealth Management LLC
|
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Northern Trust Corp
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
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|
Y.D. More Investments Ltd
|
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|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Unison Asset Management LLC
|
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|
Fairfield, Bush & Co.
|
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|
Goldstein Advisors, LLC
|
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|
Capital Market Strategies LLC
|
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|
Field & Main Bank
|
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|
ACT Advisors, LLC.
|
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|
Schmidt P J Investment Management Inc
|
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|
Smart Portfolios, LLC
|
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|
Investment Management Corp /va/ /adv
|
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|
RiverTree Advisors, LLC
|
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|
Prepared Retirement Institute LLC
|
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|
|
American Investment Services, Inc.
|
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|
|
Barr E S & Co
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
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|
|
Parallel Advisors, LLC
|
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|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Eagle Global Advisors Llc
|
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|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
|
RFP Financial Group LLC
|
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|
|
Davidson Kahn Capital Management, LLC
|
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|
Man Group plc
|
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|
James Investment Research Inc
|
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|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
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|
Syverson Strege & Co
|
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|
Viewpoint Investment Partners Corp
|
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|
Buckhead Capital Management Llc
|
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|
Fayez Sarofim & Co
|
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|
Walter Public Investments Inc.
|
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|
Sage Rhino Capital Llc
|
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|
Weaver Capital Management LLC
|
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|
Fca Corp /tx
|
|
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|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
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|
Quadrant Capital Group Llc
|
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|
Ameriprise Financial Inc
|
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|
Wetherby Asset Management Inc
|
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|
Ridgepath Capital Management LLC
|
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|
Hourglass Capital, Llc
|
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|
Traynor Capital Management, Inc.
|
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|
SLT Holdings LLC
|
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|
|
Keb Asset Management, Llc
|
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|
|
Bank of Marin
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
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|
|
Trust Point Inc.
|
|
|
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|
Montecito Bank & Trust
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Ecofi Investissements Sa
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
5th Street Advisors, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Mirae Asset Global Investments Co., Ltd.
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Ameliora Wealth Management Ltd.
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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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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VanderPol Investments L.L.C.
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Hicks Capital Management Llc
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Beaird Harris Wealth Management, LLC
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Trivant Custom Portfolio Group, LLC
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Bennett Selby Investments Lp
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Triton Wealth Management, PLLC
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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Arkfeld Wealth Strategies, L.L.C.
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Maryland Capital Advisors Inc.
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O'Brien Greene & Co. Inc
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
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Synovus Financial Corp
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
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Smithfield Trust Co
|
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Onefund, Llc
|
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Financial Freedom, LLC
|
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Mowery & Schoenfeld Wealth Management, LLC
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Atlas Capital Advisors Llc
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Spears Abacus Advisors LLC
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Counterweight Ventures, LLC
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Copia Wealth Management
|
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TFG Advisers LLC
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Potomac Fund Management Inc /adv
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Stonebridge Financial Planning Group, LLC
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IFC Advisors LLC
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Bull Street Advisors, LLC
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Fairview Capital Investment Management, Llc
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Oak Harvest Investment Services
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Prime Capital Investment Advisors, LLC
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Virtus ETF Advisers LLC
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Moisand Fitzgerald Tamayo, LLC
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Stockman Wealth Management, Inc.
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Postrock Partners Llc
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Total Clarity Wealth Management, Inc.
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Meridian Financial, LLC
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Capstone Financial Advisors, Inc.
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DiMeo Schneider & Associates, L.L.C.
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Graves-Light Private Wealth Management, Inc.
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Hilltop Holdings Inc.
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Warburton Capital Management, LLC
|
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Madison Wealth Partners, Inc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Miller Financial Services LLC
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Regions Financial Corp
|
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First Financial Bank - Trust Division
|
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Louisiana State Employees Retirement System
|
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Proffitt & Goodson Inc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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PACK Private Wealth, LLC
|
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Reliant Investment Management, LLC
|
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Alamar Capital Management, LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Kera Capital Partners, Inc.
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CORDA Investment Management, LLC.
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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BCS Private Wealth Management, Inc.
|
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PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
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Aristotle Atlantic Partners, Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Perritt Capital Management Inc
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
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|
Satovsky Asset Management Llc
|
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Riverwater Partners LLC
|
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Oliver Luxxe Assets LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Financial Connections Group, Inc.
|
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|
Western Wealth Management, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
Wrenne Financial Planning LLC
|
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|
Mosaic Financial Group, Llc
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Mayport, Llc
|
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|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
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|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
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|
|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Guardian Asset Advisors, LLC
|
|
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|
Permanens Capital L.P.
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Garner Asset Management Corp
|
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|
Mengis Capital Management, Inc.
|
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|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
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|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
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|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Schaeffer Financial LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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|
Capstone Capital Wealth Advisors
|
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|
Shum Financial Group, Inc.
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|
Capital Performance Advisors Llp
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|
Aspen Capital Management, LLC
|
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|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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|
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|
Gouws Capital LLC
|
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|
Solano Wealth Investment Advisors LLC
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|
Ames National Corp
|
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|
Alpha DNA Investment Management LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Marietta Investment Partners Llc
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Cranbrook Wealth Management, LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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Bnp Paribas
|
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Walter & Keenan Financial Consulting Co /mi/ /adv
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
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|
Gardner Russo & Quinn Llc
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Aspen Wealth Strategies, LLC
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Alaethes Wealth LLC
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
First Trust Enhanced Equity Income Fund
|
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HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
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Virginia Wealth Management Group, Inc.
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
Reyes Financial Architecture, Inc.
|
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Daner Wealth Management, LLC
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Global Retirement Partners, LLC
|
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Fiera Capital Corp
|
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Sykon Capital Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Aigen Investment Management, Lp
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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Harbor Capital Advisors, Inc.
|
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Fortress Private Ledger, Llc
|
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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KP Management LLC
|
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|
Focused Wealth Management, Inc
|
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Diversify Wealth Management, Llc
|
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Northstar Financial Companies, Inc.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Neo Ivy Capital Management
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Gordian Advisors LLC
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
Brickley Wealth Management
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Paulson Wealth Management Inc.
|
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Ewa, Llc
|
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PFW Advisors LLC
|
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Allen Capital Group, LLC
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|
Independent Investors Inc
|
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Cohen Investment Advisors LLC
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
AlphaCore Capital LLC
|
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|
Argent Advisors, Inc.
|
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Banque Transatlantique SA
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
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|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Vicus Capital
|
|
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|
Royal Harbor Partners, LLC
|
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|
Courant Investment Management LLC
|
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|
Weik Capital Management
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Romano Brothers And Company
|
|
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|
|
Sovran Advisors, LLC
|
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|
Journey Strategic Wealth Llc
|
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|
Riverstone Advisors, LLC
|
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|
|
First City Capital Management, Inc.
|
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|
Boothbay Fund Management, Llc
|
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|
Manning & Napier Advisors Llc
|
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|
Meridian Financial Partners LLC
|
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|
|
AMJ Financial Wealth Management
|
|
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|
|
Ballast, Inc.
|
|
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|
|
Tevis Investment Management
|
|
|
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|
Horan Capital Advisors, LLC.
|
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|
Beacon Capital Management, LLC
|
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|
Narus Financial Partners, LLC
|
|
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|
BTC Capital Management, Inc.
|
|
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
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|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Colrain Capital Llc
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
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|
Citigroup Inc
|
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|
KilterHowling LLC
|
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|
|
jvl associates llc
|
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|
Barclays Plc
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
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|
Signaturefd, Llc
|
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|
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|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
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|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
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|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
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|
Phoenix Holdings Ltd.
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
|
|
|
Sage Financial Management Group, Inc.
|
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|
|
Bedel Financial Consulting, Inc.
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|
Brave Warrior Advisors, LLC
|
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|
SNS Financial Group, LLC
|
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|
Genesee Capital Advisors, LLC
|
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|
Allegiance Financial Group Advisory Services LLC
|
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|
TradeWell Securities, LLC.
|
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|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
DLD Asset Management, LP
|
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|
|
|
|
Principle Wealth Partners Llc
|
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|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Valpey Financial Services, LLC
|
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|
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|
M. Kraus & Co
|
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|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Broadleaf Partners, LLC
|
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|
|
|
Markel Corp
|
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|
Miramar Capital, LLC
|
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|
Lafayette Investments, Inc.
|
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|
Teamwork Financial Advisors, LLC
|
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|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
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|
Pinnacle West Asset Management, Inc.
|
|
|
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|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
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|
|
Stratos Wealth Partners, LTD.
|
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|
|
|
|
Am Investment Strategies Llc
|
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|
|
Canvas Wealth Advisors, LLC
|
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|
|
|
ACR Alpine Capital Research, LLC
|
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|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
Ami Asset Management Corp
|
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|
Caldwell Investment Management Ltd.
|
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|
Taurus Asset Management, Llc
|
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|
Sfm, Llc
|
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|
Elk River Wealth Management, LLC
|
|
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|
|
Renasant Bank
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
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|
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|
|
Sensible Money, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
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|
Knuff & Co LLC
|
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|
|
Capital Research Global Investors
|
|
|
|
|
|
49 Wealth Management, Llc
|
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|
|
Blueprint Investment Partners LLC
|
|
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|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
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|
|
Traphagen Investment Advisors Llc
|
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First Pacific Financial
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
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|
Belpointe Asset Management LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Main Street Group, LTD
|
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|
Power Wealth Management Llc
|
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Seeds Investor Llc
|
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Congress Park Capital LLC
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Ninety One UK Ltd
|
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|
|
Puff Wealth Management, Llc
|
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|
MTM Investment Management, LLC
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Moseley Investment Management Inc
|
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|
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|
|
Sanchez Wealth Management Group
|
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Cerro Pacific Wealth Advisors LLC
|
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|
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|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Eukles Asset Management
|
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|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
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|
Significant Wealth Partners LLC
|
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VELA Investment Management, LLC
|
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Lord, Abbett & Co. Llc
|
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|
First Citizens Financial Corp
|
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Concurrent Investment Advisors, LLC
|
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DAVENPORT & Co LLC
|
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Moloney Securities Asset Management, LLC
|
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Benson Investment Management Company, Inc.
|
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|
GoodHaven Capital Management, LLC
|
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Braun Stacey Associates Inc
|
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Capital A Wealth Management, LLC
|
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|
Group One Trading, L.p.
|
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|
Elite Wealth Management, Inc.
|
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|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
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|
Longfellow Investment Management Co Llc
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Green Square Capital Advisors Llc
|
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|
SageView Advisory Group, LLC
|
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|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
|
|
|
Burford Brothers, Inc.
|
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|
Glenmede Investment Management, LP
|
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|
Clarus Wealth Advisors
|
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|
Leelyn Smith, LLC
|
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|
Kiley Juergens Wealth Management, Llc
|
|
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|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
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|
Rbo & Co Llc
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
CacheTech Inc.
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
True North Advisors, LLC
|
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|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
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|
Redwood Park Advisors LLC
|
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|
|
Altshuler Shaham Ltd
|
|
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|
Zullo Investment Group, Inc.
|
|
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|
Apollon Financial, LLC
|
|
|
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|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Asset Planning,Inc
|
|
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|
S.E.E.D. Planning Group LLC
|
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|
Pzena Investment Management Llc
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
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|
|
|
Cidel Asset Management Inc
|
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|
Pinnacle Financial Partners Inc
|
|
|
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|
|
Pps&v Asset Management Consultants, Inc.
|
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|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Cresset Asset Management, LLC
|
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|
|
Pathstone Holdings, LLC
|
|
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|
|
Banco Santander, S.A.
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
|
Select Asset Management & Trust
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
New Millennium Group LLC
|
|
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|
|
|
Clarity Asset Management, Inc.
|
|
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|
Cooper/haims Advisors, Llc
|
|
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|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
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Park Capital Management, LLC / WI
|
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Banque Cantonale Vaudoise
|
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|
Cypress Financial Planning Llc
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|
Sunbeam Capital Management, LLC
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|
Summit Wealth Group, LLC
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|
Whitaker-Myers Wealth Managers, LTD.
|
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|
Kathmere Capital Management, LLC
|
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One + One Wealth Management, Llc
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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|
Summit Financial Wealth Advisors, LLC
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|
ORG Wealth Partners, LLC
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|
Prudential Plc
|
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GeoWealth Management, LLC
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|
Davies Financial Advisors, Inc.
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Lakeshore Capital Group, Inc.
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Applied Capital LLC/FL
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Masso Torrence Wealth Management Inc.
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Curbstone Financial Management Corp
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Nfj Investment Group, Llc
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Graham Capital Wealth Management, Llc
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Stokes Family Office, LLC
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Physicians Financial Services, Inc.
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Family CFO Inc
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Private Management Group Inc
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DDD Partners, LLC
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Gill Capital Partners, Llc
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Bank of New Hampshire
|
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Shepherd Financial Partners LLC
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Brady Martz Wealth Solutions, LLC
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Sargent Investment Group, LLC
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|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Highview Capital Management LLC/DE/
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Ariadne Wealth Management, LP
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Atlantic Private Wealth, LLC
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Consolidated Portfolio Review Corp
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
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|
Barings Llc
|
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Mutual Advisors, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
Blodgett Wealth Advisors, Llc
|
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|
Verdence Capital Advisors LLC
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Tiemann Investment Advisors, Llc
|
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RFG Advisory, LLC
|
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|
Summit Financial Strategies, Inc.
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Register Financial Advisors LLC
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ArrowMark Colorado Holdings LLC
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SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
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Tidal Trust II - YieldMax(TM) Dorsey Wright Hybrid 5 Income ETF
|
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|
Barrett & Company, Inc.
|
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Kilter Group LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
Tme Financial, Inc.
|
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Stelac Advisory Services LLC
|
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
Mogy Joel R Investment Counsel Inc
|
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BRTNX - PFS FUNDS - Bretton Fund
|
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|
Highland Financial Advisors, LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Legend Financial Advisors, Inc.
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Balanced Wealth Group Llc
|
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
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|
Victrix Investment Advisors
|
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180 Wealth Advisors, Llc
|
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Wealth Quarterback LLC
|
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Sentinel Trust Co Lba
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Snider Financial Group
|
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|
Jacobsen Capital Management
|
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Oppenheimer & Co Inc
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
BCU Wealth Advisors, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Plato Investment Management Ltd
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Invenio Wealth Partners Llc
|
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Quest Investment Management Llc
|
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|
Elmwood Wealth Management, Inc.
|
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One Wealth Capital Management, Llc
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
Pure Financial Advisors, Inc.
|
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|
Phoenix Wealth Advisors
|
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|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
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|
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|
Aletheian Wealth Advisors LLC
|
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|
Wealthspan Partners, Llc
|
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
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|
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|
Occidental Asset Management, LLC
|
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|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
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|
Matisse Capital
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
JDH Wealth Management, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
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|
Pinnacle Wealth Management Group, Inc.
|
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|
Hanover Advisors Inc
|
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|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
|
|
Sanibel Captiva Trust Company, Inc.
|
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|
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|
Pcg Asset Management, Llc
|
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|
Avidian Wealth Solutions, LLC
|
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|
Sherman Asset Management, Inc.
|
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|
Rokos Capital Management LLP
|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Doheny Asset Management /ca
|
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|
Stonebrook Private Inc.
|
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|
Mcdonald Capital Investors Inc/ca
|
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|
|
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|
Quadcap Wealth Management, LLC
|
|
|
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|
|
S&co Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
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|
E&G Advisors, LP
|
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|
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Brown Financial Advisors
|
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|
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|
Pennsylvania Capital Management Inc /adv
|
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|
GAM Holding AG
|
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|
Financial Management Professionals, Inc.
|
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Certified Advisory Corp
|
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Axis Wealth Partners, LLC
|
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
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|
Argent Capital Management Llc
|
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Pensionmark Financial Group, Llc
|
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|
Waycross Partners, Llc
|
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|
HHM Wealth Advisors, LLC
|
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|
Stillwater Capital Advisors, LLC
|
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|
Pacific Center for Financial Services
|
|
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ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
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|
Good Life Advisors, LLC
|
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|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
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|
Cherokee Insurance Co
|
|
|
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|
Clarkston Capital Partners, LLC
|
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|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
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|
|
Sentry LLC
|
|
|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
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|
Austin Private Wealth, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
Financial Management Network Inc
|
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|
DnB Asset Management AS
|
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Zuckerman Investment Group, LLC
|
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Maryland State Retirement & Pension System
|
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|
Aire Advisors, Llc
|
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Aft, Forsyth & Company, Inc.
|
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Oarsman Capital, Inc.
|
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Handelsbanken Fonder AB
|
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Trail Ridge Investment Advisors, LLC
|
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|
Forefront Wealth Management Inc.
|
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|
Abundance Wealth Counselors
|
|
|
|
|
|
Michels Family Financial, LLC
|
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|
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|
Meeder Asset Management Inc
|
|
|
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|
Westshore Wealth, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Napatree Capital Llc
|
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|
21 West Wealth Management LLC
|
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|
Forte Capital Llc /adv
|
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|
McIlrath & Eck, LLC
|
|
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|
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|
Gw Henssler & Associates Ltd
|
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|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
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|
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|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
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|
EULAV Asset Management
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Vawter Financial, Ltd.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
WJ Interests, LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
|
Rather & Kittrell, Inc.
|
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|
EWG Elevate Inc.
|
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|
Security Financial Services, INC.
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
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|
Orion Capital Management LLC
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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Wealthbridge Capital Management, Llc
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Synergy Financial Management, LLC
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|
Rise Advisors, LLC
|
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|
Fisher Asset Management, LLC
|
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|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
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|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
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|
Apexium Financial, Lp
|
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|
WealthPLAN Partners, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Kirtland Hills Capital Management, Llc
|
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|
Harbour Capital Advisors, LLC
|
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|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
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|
North Capital, Inc.
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|
United Capital Financial Advisers, Llc
|
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Selective Wealth Management, Inc.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
MeadowBrook Investment Advisors LLC
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Sierra Summit Advisors Llc
|
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Assenagon Asset Management S.A.
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Bedell Frazier Investment Counseling, LLC
|
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Whipplewood Advisors, LLC
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
Simon Quick Advisors, Llc
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Auxano Advisors, LLC
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Vestor Capital, Llc
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Miller Investment Management, LP
|
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Penserra Capital Management LLC
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Financially Speaking Inc
|
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Deseret Mutual Benefit Administrators
|
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|
Herold Advisors, Inc.
|
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|
Clune & Associates, Ltd.
|
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|
Chronos Wealth Management, LLC
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Entruity Wealth, LLC
|
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|
State of Wyoming
|
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|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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|
Icon Advisers Inc/co
|
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Alteri Wealth LLC
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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|
Klp Kapitalforvaltning As
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Gentry Private Wealth, Llc
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|
Harbor Group, Inc.
|
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CWA Asset Management Group, LLC
|
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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|
Fulcrum Asset Management LLP
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Gallacher Capital Management LLC
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Robeco Institutional Asset Management B.V.
|
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|
LGT Financial Advisors LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Cherry Tree Wealth Management, LLC
|
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|
Cherrydale Wealth Management, Llc
|
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|
Independence Financial Advisors, LLC
|
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|
KBC Group NV
|
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|
Exencial Wealth Advisors, Llc
|
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|
Okabena Investment Services Inc
|
|
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|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
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|
Welch & Forbes Llc
|
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|
Foundations Investment Advisors, LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Cypress Wealth Services, LLC
|
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|
|
Zhang Financial LLC
|
|
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|
|
Equitable Trust Co
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
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|
|
Retirement Planning Group
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
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|
Beutel, Goodman & Co Ltd.
|
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|
Tudor Investment Corp Et Al
|
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|
Alberta Investment Management Corp
|
|
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|
Wealthstar Advisors, Llc
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
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|
|
Summit Financial, LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Tran Capital Management, L.p.
|
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|
Waratah Capital Advisors Ltd.
|
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|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
James Reed Financial Services, Inc.
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Magnolia Wealth Management, LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
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Mitsubishi UFJ Trust & Banking Corp
|
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Noble Family Wealth, LLC
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Tokio Marine Asset Management Co Ltd
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Silvant Capital Management LLC
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Paragon Private Wealth Management, LLC
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Partners Wealth Management, Llc
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WealthCare Investment Partners, LLC
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Bingham Private Wealth, Llc
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Stillwater Wealth Management Group
|
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Benedict Financial Advisors Inc
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Gateway Wealth Partners, LLC
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Legacy Financial Advisors, Inc.
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Adams Diversified Equity Fund, Inc.
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Lee Financial Co
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WealthTrust Asset Management, LLC
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Cromwell Holdings LLC
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Jnl Series Trust - Jnl/wmc Value Fund (a)
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Everpar Advisors Llc
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Tacita Capital Inc
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Argonautica Private Wealth Management, Inc
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Three Bridge Wealth Advisors, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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Northstar Advisory Group, LLC
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Sunbelt Securities, Inc.
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Winmill & Co. Inc
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Triune Financial Partners, LLC
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Jim Saulnier & Associates, Llc
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Ackerman Capital Advisors, LLC
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Renaissance Technologies Llc
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Syntegra Private Wealth Group, LLC
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Renaissance Group Llc
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MBL Wealth, LLC
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Hoertkorn Richard Charles
|
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Vista Private Wealth Partners. LLC
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Lynx Investment Advisory
|
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Presper Financial Architects, LLC
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Reik & Co., Llc
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Kovack Advisors, Inc.
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RPG Investment Advisory, LLC
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Strategic Advisors LLC
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Mairs & Power Inc
|
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Union Heritage Capital, LLC
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Northern Financial Advisors Inc
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Anfield Capital Management, LLC
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Cyrus J. Lawrence, LLC
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Fiduciary Family Office, Llc
|
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
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Wealth Management Nebraska
|
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Ofc Financial Planning, Llc
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Investmark Advisory Group LLC
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Foster Victor Wealth Advisors, LLC
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TCG Advisory Services, LLC
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Elite Life Management LLC
|
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Financial Engines Advisors L.L.C.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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Knights of Columbus Asset Advisors LLC
|
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|
CALIFORNIA FIRST LEASING Corp
|
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Divergent Planning, LLC
|
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|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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Decker Retirement Planning Inc.
|
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Naples Global Advisors, Llc
|
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Edmond De Rothschild Holding S.a.
|
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|
Sofos Investments, Inc.
|
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Blue Barn Wealth, LLC
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
GenTrust, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
Nwam Llc
|
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|
Diligent Investors, LLC
|
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|
Bowen Hanes & Co Inc
|
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|
Delta Financial Advisors Llc
|
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|
Revisor Wealth Management LLC
|
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|
Sterling Group Wealth Management, LLC
|
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|
Aviance Capital Partners, LLC
|
|
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|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
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|
Embree Financial Group
|
|
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|
Centiva Capital, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
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|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
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|
