|
Kanawha Capital Management Llc
|
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|
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|
Forum Financial Management, LP
|
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|
SOUTH STATE Corp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
|
|
|
Frazier Financial Advisors, LLC
|
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|
1st Source Bank
|
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|
Scholtz & Company, Llc
|
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|
Dynamic Advisor Solutions LLC
|
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|
WPG Advisers, LLC
|
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|
Harvest Portfolios Group Inc.
|
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|
Diversified Trust Co
|
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|
Occidental Asset Management, LLC
|
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Global Endowment Management, LP
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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MJT & Associates Financial Advisory Group, Inc.
|
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|
State Of Michigan Retirement System
|
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|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Cookson Peirce & Co Inc
|
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Rothschild Investment Llc
|
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Yelin Lapidot Holdings Management Ltd.
|
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Edmond De Rothschild Holding S.a.
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
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|
Rossmore Private Capital
|
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|
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|
National Wealth Management Group, LLC
|
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
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|
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|
Holos Integrated Wealth LLC
|
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|
WealthPLAN Partners, LLC
|
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|
Sheets Smith Wealth Management
|
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|
Pekin Hardy Strauss, Inc.
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
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|
Advantage Trust Co
|
|
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
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|
American National Bank
|
|
|
|
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|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
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|
|
Citizens Financial Group Inc/ri
|
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|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
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|
Garde Capital, Inc.
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Drive Wealth Management, Llc
|
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|
Fortem Financial Group, Llc
|
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|
Chickasaw Capital Management Llc
|
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|
Oppenheimer & Co Inc
|
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|
|
HFG Advisors, Inc.
|
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|
Portfolio Design Labs, LLC
|
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|
L & S Advisors Inc
|
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|
PrairieView Partners, LLC
|
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|
Total Clarity Wealth Management, Inc.
|
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|
Keystone Financial Group
|
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|
Stonegate Investment Group, LLC
|
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|
Capital Analysts, Inc.
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
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|
Cowa, Llc
|
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|
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
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|
Select Equity Group, L.P.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
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|
Cahill Financial Advisors Inc
|
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|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Sirios Capital Management L P
|
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|
Strategic Investment Advisors / MI
|
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Mizuho Securities Usa Llc
|
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Independent Investors Inc
|
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|
Clean Yield Group
|
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|
Hudock, Inc.
|
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|
Patten Group, Inc.
|
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|
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|
Old North State Wealth Management, LLC
|
|
|
|
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|
Olistico Wealth, LLC
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
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|
KBC Group NV
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
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|
Quantinno Capital Management LP
|
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|
Sebold Capital Management, Inc.
|
|
|
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
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|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
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|
FourThought Financial Partners, LLC
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
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|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
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|
Catalytic Wealth RIA, LLC
|
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|
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|
Verus Financial Partners, Inc.
|
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|
Capula Management Ltd
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
Modera Wealth Management, LLC
|
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|
XTX Topco Ltd
|
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|
|
Resonant Capital Advisors, LLC
|
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|
Orca Wealth Management, LLC
|
|
|
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|
Asset Management Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Caxton Associates Llp
|
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|
Capstone Investment Advisors, Llc
|
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|
Petra Financial Advisors Inc
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
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|
Penobscot Wealth Management
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
Ing Groep Nv
|
|
|
|
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|
Foundations Investment Advisors, LLC
|
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|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
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|
Texas Permanent School Fund
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
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|
Home Federal Bank Of Tennessee
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
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|
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Spectrum Financial Alliance Ltd LLC
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Nwam Llc
|
|
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|
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|
Stockman Wealth Management, Inc.
|
|
|
|
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|
TriaGen Wealth Management LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
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|
Los Angeles Capital Management Llc
|
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|
Sterling Capital Management LLC
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Blackrock Enhanced International Dividend Trust
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
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|
Sarver Vrooman Wealth Advisors
|
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|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
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|
|
|
|
Peterson Wealth Services
|
|
|
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|
Portside Wealth Group, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
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|
Stamos Capital Partners, L.p.
|
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|
State of Alaska, Department of Revenue
|
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|
Forbes J M & Co Llp
|
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|
Vista Investment Partners Llc
|
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|
Gilliland Jeter Wealth Management LLC
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
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|
Kennebec Savings Bank
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
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|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
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|
GWM Advisors LLC
|
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|
Summit Asset Management, LLC
|
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|
Fayez Sarofim & Co
|
|
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|
Palisade Asset Management, LLC
|
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|
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|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
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|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
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|
Engineers Gate Manager LP
|
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|
Chatham Capital Group, Inc.
|
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|
Putnam Fl Investment Management Co
|
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|
Shelton Capital Management
|
|
|
|
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|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
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|
|
Allen Investment Management LLC
|
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|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
|
Keynote Financial Services Llc
|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
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|
|
|
W Advisors, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
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|
|
Rodgers Brothers Inc.
|
|
|
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|
|
Financial Advisors, LLC
|
|
|
|
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|
Pathstone Holdings, LLC
|
|
|
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|
|
Bennett Associates Wealth Management
|
|
|
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|
Fidelis Capital Partners, LLC
|
|
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|
|
Hurley Capital, LLC
|
|
|
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|
Princeton Global Asset Management LLC
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Hilltop Holdings Inc.
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Bnp Paribas
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Stonehage Fleming Financial Services Holdings Ltd
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Alberta Investment Management Corp
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Hilltop Wealth Advisors, Llc
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Bank Julius Baer & Co. Ltd, Zurich
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|
Costello Asset Management, INC
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Ethic Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Bruce G. Allen Investments, LLC
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Horizon Kinetics Asset Management Llc
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Romano Brothers And Company
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Round Rock Advisors, LLC
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Royal Fund Management, LLC
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
Total Wealth Planning & Management, Inc.
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Christopher J. Hasenberg, Inc
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Rockland Trust Co
|
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Horizon Financial Services, Llc
|
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Cubist Systematic Strategies, LLC
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
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Creekmur Asset Management LLC
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Dohj, Llc
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Harold Davidson & Associates Inc.
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MBA Advisors LLC
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First Interstate Bank
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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Allen Capital Group, LLC
|
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3Chopt Investment Partners, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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MGLBX - Marsico Investment Fund - Marsico Global Fund
|
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Vista Private Wealth Partners. LLC
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Childress Capital Advisors, Llc
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Acap Strategic Fund
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
Abound Wealth Management
|
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Tevis Investment Management
|
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State of Tennessee, Treasury Department
|
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Alyeska Investment Group, L.P.
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Rogco, Lp
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Fishman Jay A Ltd/mi
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Sigma Investment Counselors Inc
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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Pin Oak Investment Advisors Inc
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Walkner Condon Financial Advisors LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
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Woodline Partners LP
|
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Roble, Belko & Company, Inc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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Marex Group plc
|
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Stephens Consulting, LLC
|
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Copia Wealth Management
|
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BNP Paribas Asset Management Holding S.A.
|
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Clarion Wealth Managment Partners, LLC
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
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|
Waterfront Wealth Inc.
|
|
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|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
Mairs & Power Inc
|
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|
TFR Capital, LLC.
|
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Klingman & Associates, LLC
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
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|
Front Row Advisors LLC
|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
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|
Mv Capital Management, Inc.
|
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Aspen Grove Capital, LLC
|
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|
Hemenway Trust Co LLC
|
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|
Continuum Wealth Advisors, Llc
|
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Northwest Capital Management Inc
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
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|
|
Lakeside Advisors, INC.
|
|
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|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Gladstone Capital Management LLP
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
TCI Fund Management Ltd
|
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|
|
|
|
Marsico Capital Management Llc
|
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|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
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|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
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|
|
Westwood Holdings Group Inc
|
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|
|
Peoples Financial Services Corp.
|
|
|
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|
Vista Investment Management
|
|
|
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|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
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|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
DLK Investment Management, LLC
|
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|
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|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
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|
|
|
|
Zwj Investment Counsel Inc
|
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|
|
Diversify Wealth Management, Llc
|
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|
|
Lmcg Investments, Llc
|
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|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
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|
|
NewSquare Capital LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
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|
|
Alpha Family Trust
|
|
|
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|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
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|
|
Evoke Wealth, Llc
|
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|
|
Spire Wealth Management
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Sharpepoint Llc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
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Eldridge Investment Advisors, Inc.
|
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Blue Bell Private Wealth Management, Llc
|
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|
Banque Transatlantique SA
|
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|
Wolverine Asset Management Llc
|
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|
MEMBERS Trust Co
|
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|
Thrivent Financial For Lutherans
|
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|
PFG Advisors
|
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|
Facet Wealth, Inc.
|
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|
Financial Perspectives, Inc
|
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|
4J Wealth Management LLC
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
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|
|
Cerity Partners LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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|
|
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|
Bridgefront Capital, LLC
|
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|
Register Financial Advisors LLC
|
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|
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|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
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|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
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|
Canandaigua National Bank & Trust Co
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
IAG Wealth Partners, LLC
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
Francis Financial, Inc.
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Natixis
|
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Sprinkle Financial Consultants LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
|
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|
Calamos Advisors LLC
|
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|
|
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Marion Wealth Management
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
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|
CapWealth Advisors, LLC
|
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Silvercrest Asset Management Group Llc
|
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|
Savvy Advisors, Inc.
|
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Senator Investment Group LP
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Wexford Capital Lp
|
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|
LM Advisors LLC
|
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|
Rench Wealth Management, Inc.
|
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Headlands Technologies LLC
|
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|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
|
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|
Cambridge Financial Group, Inc.
|
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|
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
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|
Versant Capital Management, Inc
|
|
|
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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Wrapmanager Inc
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
|
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|
Harbor Investment Advisory, Llc
|
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|
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Lansing Street Advisors
|
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|
Taylor Financial Group, Inc.
|
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|
Boston Trust Walden Corp
|
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Castleark Management Llc
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Acadian Asset Management Llc
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
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|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
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|
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|
Clark Capital Management Group, Inc.
|
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|
Financial Engines Advisors L.L.C.
|
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|
Wealthcare Capital Partners, LLC
|
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|
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|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
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|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
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|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Whitford Management LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
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Welch & Forbes Llc
|
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North Ridge Wealth Advisors, Inc.
|
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|
Skopos Labs, Inc.
|
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|
Reston Wealth Management Llc
|
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|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
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|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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|
Spears Abacus Advisors LLC
|
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|
RiverFront Investment Group, LLC
|
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Qube Research & Technologies Ltd
|
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Jamison Private Wealth Management, Inc.
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Claro Advisors LLC
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New York Life Investment Management Llc
|
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Fountainhead AM, LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
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|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
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|
Ge Investment Management Corp.
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Rothschild Capital Partners, LLC
|
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|
James J. Burns & Company, LLC
|
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Gilder Gagnon Howe & Co Llc
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
Peddock Capital Advisors, Llc
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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|
MRP Capital Investments, LLC
|
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|
Chapin Davis, Inc.
|
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BlueStem Wealth Partners, LLC
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Ntv Asset Management Llc
|
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BCU Wealth Advisors, LLC
|
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Arrow Financial Corp
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
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|
VCI Wealth Management LLC
|
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|
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|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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|
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|
Spdr S&p 500 Etf Trust
|
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|
LVW Advisors, LLC
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|
Poinciana Advisors Group, Llc
|
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Harbor Advisory Corp /ma/
|
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Breakwater Capital Group
|
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|
Reynders McVeigh Capital Management, LLC
|
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Delta Investment Management, LLC
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Midland Wealth Advisors Llc
|
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|
Fiduciary Trust Co
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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|
Foster Group, Inc.
|
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|
QTR Family Wealth, LLC
|
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|
HBK Sorce Advisory LLC
|
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|
Global Retirement Partners, LLC
|
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|
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|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
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|
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|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
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|
Rise Advisors, LLC
|
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|
Maia Wealth LLC
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
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|
Peak Asset Management, LLC
|
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|
Daiwa Securities Group Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Sfm, Llc
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Highland Capital Management, Llc
|
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|
|
|
Sterling Financial Planning, Inc.
|
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|
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|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Barrett & Company, Inc.
|
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|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
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|
Hudson Bay Capital Management LP
|
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|
Assetmark, Inc
|
|
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Choice Wealth Advisors, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
PRNT - Ark ETF Trust - The 3D Printing ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Vista Finance, Llc
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
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|
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|
Toroso Investments, LLC
|
|
|
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|
Vickerman Investment Advisors, Inc.
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
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|
Mizuho Securities Co. Ltd.
|
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|
Highline Wealth Partners Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
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|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
Pitcairn Co
|
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|
Tompkins Financial Corp
|
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|
Pinney & Scofield, Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
J. Goldman & Co LP
|
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Transform Wealth, LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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Covenant Asset Management, LLC
|
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Capital International Ltd /ca/
|
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Aspire Growth Partners LLC
|
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Sound View Wealth Advisors Group, LLC
|
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|
Bard Financial Services, Inc.
|
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|
Trust Point Inc.
|
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Magnolia Capital Advisors Llc
|
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Banco Santander, S.A.
|
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|
Systematic Alpha Investments, LLC
|
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|
Canada Post Corp Registered Pension Plan
|
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|
|
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|
Fusion Family Wealth LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
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National Asset Management, Inc.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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|
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Sweeney & Michel, Llc
|
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|
Traphagen Investment Advisors Llc
|
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|
Walker Asset Management, LLC
|
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Maripau Wealth Management Llc
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
Apexium Financial, Lp
|
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Wolff Wiese Magana Llc
|
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Colonial River Wealth Management, LLC
|
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|
Prosperity Wealth Management, Inc.
|
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|
Neuberger Berman Group LLC
|
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|
Empirical Finance, LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
|
Merit Financial Group, LLC
|
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|
|
Altfest L J & Co Inc
|
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Sentry LLC
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
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|
|
Robbins Farley Llc
|
|
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|
Kera Capital Partners, Inc.
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
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|
Sig Brokerage, Lp
|
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|
|
Trust Co Of Vermont
|
|
|
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|
Whittier Trust Co
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
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|
|
Forte Capital Llc /adv
|
|
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|
|
|
Kidder Stephen W
|
|
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|
|
|
von Borstel & Associates, Inc.
|
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|
Nova Wealth Management, Inc.
|
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|
|
Gateway Investment Advisers Llc
|
|
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|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Newbrook Capital Advisors LP
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Graypoint LLC
|
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|
Reuter James Wealth Management, Llc
|
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|
SkyOak Wealth, 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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|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Boit C F David
|
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Ako Capital Llp
|
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Quotient Wealth Partners, LLC
|
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Safeguard Financial, LLC
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Graves-Light Private Wealth Management, Inc.
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|
Td Asset Management Inc
|
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Brian Low Financial Group, Llc
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Ameritas Advisory Services, LLC
|
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Citigroup Inc
|
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Frank, Rimerman Advisors LLC
|
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Sterling Investment Management, Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
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|
Colonial Trust Co / SC
|
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Dorsey & Whitney Trust CO LLC
|
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Balyasny Asset Management Llc
|
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M&t Bank Corp
|
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|
High Falls Advisors, Inc
|
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Gts Securities Llc
|
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1248 Management, LLC
|
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|
OneAscent Financial Services LLC
|
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Fundamentun, Llc
|
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|
One Charles Private Wealth Services, LLC
|
|
|
|
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|
Shufro Rose & Co Llc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Atlantic Union Bankshares Corp
|
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Pictet North America Advisors SA
|
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Retirement Planning Group, Llc / Ny
|
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|
NWF Advisory Services Inc.
|
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|
Mediolanum International Funds Ltd
|
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Formidable Asset Management, LLC
|
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Copperwynd Financial, LLC
|
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Hm Payson & Co
|
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Seeds Investor Llc
|
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Wagner Wealth Management, Llc
|
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Cranbrook Wealth Management, LLC
|
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|
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|
Palumbo Wealth Management LLC
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
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Ballentine Partners, LLC
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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|
Merrion Investment Management Co, LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Manufacturers Life Insurance Company, The
|
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Acorns Advisers, LLC
|
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Centric Wealth Management
|
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Pinnbrook Capital Management Lp
|
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Stone House Investment Management, LLC
|
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Ancora Advisors, LLC
|
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Toth Financial Advisory Corp
|
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|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
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|
Leisure Capital Management
|
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|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
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|
Phoenix Holdings Ltd.
|
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|
Pictet Asset Management Holding SA
|
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|
Voisard Asset Management Group, Inc.
|
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|
Archer Investment Corp
|
|
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|
Advisor OS, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
Hedges Asset Management LLC
|
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|
Capital International Investors
|
|
|
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|
Nixon Peabody Trust Co
|
|
|
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
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|
Accelerate Investment Advisors LLC
|
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|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
One Madison Group Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Win Advisors, Inc
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Orrstown Financial Services Inc
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Prudential Financial Inc
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Northstar Asset Management Llc
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Fonville Wealth Management LLC
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Glass Wealth Management Co LLC
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Mindset Wealth Management, Llc
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
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Proffitt & Goodson Inc
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
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Virtus ETF Advisers LLC
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WealthTrust Axiom LLC
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Jane Street Group, Llc
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Exencial Wealth Advisors, Llc
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Hilltop Partners LLC
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
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Berkshire Asset Management Llc/pa
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First Heartland Consultants, Inc.
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PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
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City State Bank
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Amplius Wealth Advisors, LLC
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Bell Investment Advisors, Inc
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Tempus Wealth Planning, LLC
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Kagan Cocozza Asset Management
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
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Pragma Gestao De Patrimonio Ltd
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
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Marco Investment Management Llc
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Team Financial Group, LLC
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Quad-Cities Investment Group, LLC
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Cladis Investment Advisory, LLC
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Plimoth Trust Co Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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NDVR, Inc.
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
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Paradigm Financial Partners, Llc
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MCF Advisors LLC
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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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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Peachtree Investment Partners, LLC
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Dark Forest Capital Management Lp
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Purkiss Capital Advisors LLC
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Bridges Investment Management Inc
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Legacy Capital Group California, Inc.
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BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
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Intrust Bank Na
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Cornerstone Advisory, LLC
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SWAN Capital LLC
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TD Waterhouse Canada Inc.
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Jpmorgan Chase & Co
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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Acorn Wealth Advisors, LLC
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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Broderick Brian C
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Allstate Corp
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QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
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Rnc Capital Management Llc
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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Wade Financial Advisory, Inc
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
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State Street Corp
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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Gabelli Convertible & Income Securities Fund Inc
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ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
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Woodstock Corp
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
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Koss-Olinger Consulting, LLC
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Horst & Graben Wealth Management LLC
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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Goldman Sachs Group Inc
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Binnacle Investments Inc
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Grove Bank & Trust
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ESL Trust Services, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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J. L. Bainbridge & Co., Inc.
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Capital CS Group, LLC
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Us Bancorp \de\
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Synergy Financial Management, LLC
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IMG Wealth Management, Inc.
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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American Assets Investment Management, LLC
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Core Wealth Partners LLC
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Aletheian Wealth Advisors LLC
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Hamilton Capital Partners, Llc
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Seven Springs Wealth Group, LLC
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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BKM Wealth Management, LLC
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Silvia Mccoll Wealth Management, Llc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Fulton Bank, N.a.
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Greenleaf Trust
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Summit X, LLC
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
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Venture Visionary Partners LLC
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
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Trian Fund Management, L.p.
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Nicholson Meyer Capital Management, Inc.
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Asset Management One Co., Ltd.
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Northstar Financial Companies, Inc.
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Security National Bank
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
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Naples Global Advisors, Llc
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PYA Waltman Capital, LLC
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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Atria Investments Llc
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Symmetry Partners, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Bank of New Hampshire
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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First Command Advisory Services, Inc.
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Game Plan Financial Advisors, LLC
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Western Wealth Management, LLC
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Valmark Advisers, Inc.
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Meridian Management Co
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GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
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Advisors Asset Management, Inc.
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Fairvoy Private Wealth, LLC
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MONTX - MONETTA TRUST - Monetta Fund
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Envestnet Asset Management Inc
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Guardian Asset Advisors, LLC
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TRFM - ETF Series Solutions - AAM Transformers ETF
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Checchi Capital Advisers, LLC
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Birch Hill Investment Advisors LLC
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Wealthedge Investment Advisors, Llc
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Good Life Advisors, LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Focus Financial Network, Inc.
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Worldquant Millennium Advisors Llc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Artisan Partners Limited Partnership
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Community Trust & Investment Co
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Delta Asset Management Llc/tn
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Wescott Financial Advisory Group, LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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|
Obermeyer Wood Investment Counsel, Lllp
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Tandem Capital Management Corp /adv
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Kcm Investment Advisors Llc
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Nearwater Capital Markets, Ltd
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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ARK Investment Management LLC
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Diversified Enterprises, LLC
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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|
Bank of New York Mellon Corp
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Corundum Group, Inc.
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Code Waechter LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Armstrong, Fleming & Moore, Inc
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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|
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
|
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|
Perfromance Wealth Partners, LLC
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NEOS Investment Management LLC
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Chicago Partners Investment Group LLC
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|
Gerber Kawasaki Wealth & Investment Management
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Intact Investment Management Inc.
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HC Advisors, LLC
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CoreFirst Bank & Trust
|
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Cerro Pacific Wealth Advisors LLC
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Cypress Capital Group
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First Financial Corp /in/
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
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|
Avestar Capital, LLC
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|
Financial Management Professionals, Inc.
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|
Clough Capital Partners L P
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Narus Financial Partners, LLC
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Corton Capital Inc.
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Forsta Ap-fonden
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Cannon Wealth Management Services, LLC
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|
Blair William & Co/il
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Investment Partners, Ltd.
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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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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MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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TFB Advisors LLC
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|
Everhart Financial Group, Inc.
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|
Blackrock Enhanced Global Dividend Trust
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|
Marble Harbor Investment Counsel, LLC
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|
Wedmont Private Capital
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|
Beaumont Financial Advisors, LLC
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Hartford Investment Management Co
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ORG Partners LLC
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Gabelli Funds Llc
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
FORM Wealth Advisors, LLC
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|
Cornerstone Total Return Fund Inc
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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WealthTrak Capital Management LLC
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|
Hickory Point Bank & Trust
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Advisors Capital Management, LLC
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|
Belvedere Trading LLC
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|
MSH Capital Advisors LLC
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|
Atlantic Edge Private Wealth Management, LLC
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|
LexAurum Advisors, LLC
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|
Empirical Asset Management, LLC
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|
Yoder Wealth Management, Inc.
|
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|
Financial Freedom, LLC
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|
Jackson Wealth Management, LLC
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
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|
DKRT Investments Corp.
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|
Wsfs Capital Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Great Diamond Partners, LLC
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|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
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|
|
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|
Peak6 Llc
|
|
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|
Wealth Effects Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
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|
IFP Advisors, Inc
|
|
|
|
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|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Left Brain Wealth Management, LLC
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|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
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|
|
True Link Financial Advisors, LLC
|
|
|
|
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|
Dudley Capital Management, Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
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|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
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Investors Research Corp
|
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Beacon Pointe Advisors, LLC
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Colonial Trust Advisors
|
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Onefund, Llc
|
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CarsonAllaria Wealth Management, Ltd.
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|
Virginia Retirement Systems Et Al
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Norinchukin Bank, The
|
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JDM Financial Group LLC
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Dana Investment Advisors, Inc.
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JNBA Financial Advisors
|
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Suvretta Capital Management, Llc
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Cura Wealth Advisors, Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
Oregon Public Employees Retirement Fund
|
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Anchor Investment Management, LLC
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Bouvel Investment Partners, LLC
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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Shum Financial Group, Inc.
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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World Equity Group, Inc.
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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|
Ullmann Financial Group, Inc.
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Courier Capital Llc
|
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Ameriprise Financial Inc
|
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RDA Financial Network
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
Shell Asset Management Co
|
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|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
Cable Hill Partners, LLC
|
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|
Wedbush Securities Inc
|
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Agp Franklin, Llc
|
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Bulwark Capital Corp
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
Sanibel Captiva Trust Company, Inc.
|
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Point72 (DIFC) Ltd
|
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Five Oceans Advisors
|
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Concurrent Investment Advisors, LLC
|
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Lazard Asset Management Llc
|
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Ruffer LLP
|
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Callan Capital, LLC
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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Wealthbridge Capital Management, Llc
|
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First National Bank & Trust Co Of Newtown
|
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Zeno Equity Partners LLP
|
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Murphy & Mullick Capital Management Corp
|
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GW&K Investment Management, LLC
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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|
Raymond James Financial Inc
|
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|
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
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|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
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|
Truist Financial Corp
|
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Comerica Bank
|
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PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
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|
Cravens & Co Advisors, LLC
|
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Raiffeisen Bank International AG
|
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Gold Investment Management Ltd.
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Whalerock Point Partners, Llc
|
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Carmignac Gestion
|
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AIFG Consultants Ltd.
|
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|
Van Hulzen Asset Management, LLC
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
United Community Bank
|
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|
Bokf, Na
|
|
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|
LifeWealth Investments, LLC
|
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|
Bensler, LLC
|
|
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|
Purus Wealth Management, LLC
|
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
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|
BCS Private Wealth Management, Inc.
|
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|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
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|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Surience Private Wealth Llc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Aviance Capital Partners, LLC
|
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|
Burke & Herbert Bank & Trust Co
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Legal & General Group Plc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Green Harvest Asset Management LLC
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Strategic Financial Services, Inc,
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Spectrum Wealth Counsel, LLC
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Rafferty Asset Management, LLC
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Summit Wealth Group, LLC
|
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|
Federated Hermes, Inc.
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First National Bank Of Omaha
|
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|
Semmax Financial Advisors Inc.
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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|
Presilium Private Wealth, Llc
|
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Synovus Financial Corp
|
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Integrated Investment Consultants, LLC
|
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Hurlow Wealth Management Group, Inc.
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B. Metzler seel. Sohn & Co. AG
|
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Black Diamond Financial, LLC
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Pacer Advisors, Inc.
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Consilium Wealth Advisory, LLC
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Texas Bank & Trust Co
|
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|
Briaud Financial Planning, Inc
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Meixler Investment Management, Ltd.
|
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FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
|
|
|
Quilter Plc
|
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|
Hartland & Co., LLC
|
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Klp Kapitalforvaltning As
|
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Red Tortoise LLC
|
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Hall Capital Management Co Inc
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
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FIL Ltd
|
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|
Semper Augustus Investments Group Llc
|
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Wulff, Hansen & Co.
|
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TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
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|
Quest Investment Management Llc
|
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|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
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|
Segment Wealth Management, LLC
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Radnor Capital Management, LLC
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|
Reliant Investment Partners, LLC
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|
First Wilshire Securities Management Inc
|
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|
NFP Retirement, Inc.
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
NWK Group, Inc.
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
Court Place Advisors, LLC
|
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|
Flagship Wealth Advisors, Llc
|
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HBW Advisory Services LLC
|
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|
Pinpoint Asset Management (Singapore) Pte. Ltd.
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|
Optas, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
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|
Harbor Advisors LLC
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
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|
Rehmann Capital Advisory Group
|
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|
Brighton Jones Llc
|
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|
Hennion & Walsh Asset Management, Inc.
|
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CLARET ASSET MANAGEMENT Corp
|
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Trivant Custom Portfolio Group, LLC
|
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|
Capital International Sarl
|
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|
Smith, Salley & Associates
|
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Xcel Wealth Management, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
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|
|
Alpha Cubed Investments, LLC
|
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|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
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|
|
|
Glass Jacobson Investment Advisors llc
|
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|
Atlas Legacy Advisors, LLC
|
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|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
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|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
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|
|
Private Advisory Group LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Voya Investment Management Llc
|
|
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|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
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|
|
Parkside Financial Bank & Trust
|
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|
AlTi Global, Inc.
|
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|
Gallo Partners, LP
|
|
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|
Dupree Financial Group, LLC
|
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|
Twin Lakes Capital Management, LLC
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
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|
|
Wayfinding Financial, LLC
|
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|
South Dakota Investment Council
|
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
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|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
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|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
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|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Tiff Advisory Services Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Hansen & Associates Financial Group, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
Financial Connections Group, Inc.
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|
Lindbrook Capital, Llc
|
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Legacy Financial Group LLC
|
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Elequin Capital Lp
|
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Indiana Trust & Investment Management CO
|
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Windmill Hill Asset Management Ltd
|
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|
Td Private Client Wealth Llc
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
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|
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|
Dodge & Cox
|
|
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|
Temasek Holdings (Private) Ltd
|
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Twin Tree Management, LP
|
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Foster Dykema Cabot & Partners, Llc
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Atalanta Sosnoff Capital, Llc
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Magnus Financial Group LLC
|
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Headinvest, Llc
|
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|
Investment Counsel Co Of Nevada
|
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Meeder Advisory Services, Inc.
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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King Luther Capital Management Corp
|
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YHB Investment Advisors, Inc.
|
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Waverton Investment Management Ltd
|
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Waldron Private Wealth LLC
|
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London & Capital Asset Management Ltd
|
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Quadrant Capital Group Llc
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
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|
Beck Mack & Oliver Llc
|
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Elwood Capital Partners Lp
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Wealth Alliance
|
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|
Cinctive Capital Management LP
|
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Vista Wealth Management Group, LLC
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Anderson Hoagland & Co
|
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Monte Financial Group, LLC
|
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Eagle Rock Investment Company, Llc
|
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PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
Platform Technology Partners
|
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|
Sculati Wealth Management, LLC
|
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IHT Wealth Management, LLC
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
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|
Wealth Management Associates, Inc.
|
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|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Financial Network Wealth Advisors LLC
|
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|
Sierra Ocean, Llc
|
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|
Shoker Investment Counsel, Inc.
|
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Warren Averett Asset Management, LLC
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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|
Keystone Financial Group, Inc.
|
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Bank of Jackson Hole Trust
|
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|
Gillespie Robinson & Grimm Inc
|
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|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
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|
Davies Financial Advisors, Inc.
|
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|
Vermillion Wealth Management, Inc.
|
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|
Kings Path Partners LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
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|
Whitener Capital Management, Inc.
|
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|
Financial Council Asset Management Inc
|
|
|
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|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
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|
|
True North Advisors, LLC
|
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|
Alpha Financial Partners, LLC
|
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|
Brave Asset Management Inc
|
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|
Belpointe Asset Management LLC
|
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|
E Fund Management Co., Ltd.
|
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First Trust Advisors Lp
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Firestone Capital Management
|
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|
First Hawaiian Bank
|
|
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Sandy Cove Advisors, LLC
|
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|
Truepoint, Inc.
|
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
|
American Century Companies Inc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
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|
|
Evergreen Capital Management Llc
|
|
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|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Hillhouse Capital Advisors, Ltd.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Valley National Advisers Inc
|
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Wealth Alliance Advisory Group, LLC
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Boreal Capital Management LLC
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
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|
Flow Traders U.s. Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
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|
Strategic Advocates LLC
|
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|
Hanlon Investment Management, Inc.
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Morton Brown Family Wealth, LLC
|
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|
Emprise Bank
|
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|
Financial Avengers, Inc.
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
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|
Accredited Investors Inc.
|
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Vanguard Group Inc
|
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Galvin, Gaustad & Stein, LLC
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GAMMA Investing LLC
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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Visionary Horizons, LLC
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JB Capital LLC
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Lowe Wealth Advisors, LLC
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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O'Keefe Stevens Advisory, Inc.
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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GoalVest Advisory LLC
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Armstrong Henry H Associates Inc
|
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Quantum Financial Advisors, LLC
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New Mexico Educational Retirement Board
|
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FSA Wealth Management LLC
|
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M.e. Allison & Co., Inc.
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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RFG Advisory, LLC
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Kesler, Norman & Wride, LLC
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McNamara Financial Services, Inc.
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
Country Club Bank /gfn
|
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Montis Financial, LLC
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Millstone Evans Group, LLC
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Kovitz Investment Group Partners, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Virtue Capital Management, LLC
|
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Dopkins Wealth Management, Llc
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Victrix Investment Advisors
|
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Opal Wealth Advisors, LLC
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Waddell & Associates, Llc
|
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Stableford Capital Ii Llc
|
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FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
Clear Creek Financial Management, LLC
|
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Minichmacgregor Wealth Management, Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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Lyell Wealth Management, Lp
|
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Alkeon Capital Management Llc
|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
Patten & Patten Inc/tn
|
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Baxter Bros Inc
|
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|
Gifford Fong Associates
|
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Principal Street Partners, LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
Planning Alternatives Ltd /adv
|
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Roman Butler Fullerton & Co
|
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|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
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|
Caas Capital Management Lp
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Federation des caisses Desjardins du Quebec
|
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Czech National Bank
|
|
|
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|
Parallax Volatility Advisers, L.P.
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
Equitable Holdings, Inc.
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Avalon Trust Co
|
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|
Western Financial Corp/CA
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
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|
|
Mml Investors Services, Llc
|
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|
|
Centaurus Financial, Inc.
|
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|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
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|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
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|
Boston Private Wealth Llc
|
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|
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|
Aries Wealth Management
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
High Note Wealth, LLC
|
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|
|
|
|
KP Management LLC
|
|
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|
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|
Titan Global Capital Management Usa Llc
|
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|
|
Halter Ferguson Financial Inc.
|
|
|
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|
|
Leo Wealth, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Evergreen Quality Fund GP, Ltd.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Dover Advisors, Llc
|
|
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Zions Bancorporation, National Association /ut/
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HCR Wealth Advisors
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Bank Of Hawaii
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Beese Fulmer Investment Management, Inc.
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Lombard Odier Asset Management (Switzerland) SA
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Becker Capital Management Inc
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Plancorp, LLC
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Perkins Coie Trust Co
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Cornerstone Wealth Management, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Grant/GrossMendelsohn, LLC
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Activest Wealth Management
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Contravisory Investment Management, Inc.
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Inlet Private Wealth, LLC
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Mosaic Family Wealth Partners, Llc
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Amalgamated Bank
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Strata Wealth Advisors, LLC
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
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Advantage Advisers Xanthus Fund, L.l.c.
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Grimes & Company, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
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Caldwell Securities, Inc
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
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Ignite Planners, LLC
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Verity & Verity, LLC
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Bahl & Gaynor Inc
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
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Victory Financial Group, Llc
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Parallel Advisors, LLC
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Stonehearth Capital Management, LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Ingalls & Snyder Llc
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MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
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Morse Asset Management, Inc
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Yoffe Investment Management, LLC
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Novak & Powell Financial Services, Inc.
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Cullen Investment Group, Ltd.
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Cultivar Capital, Inc.
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Metis Global Partners, LLC
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Knightsbridge Asset Management, Llc
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Annex Advisory Services, LLC
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POM Investment Strategies, LLC
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
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Gamco Investors, Inc. Et Al
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Evelyn Partners Investment Management LLP
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Raab & Moskowitz Asset Management LLC
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Benin Management CORP
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Schonfeld Strategic Advisors LLC
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Park Edge Advisors, LLC
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Douglass Winthrop Advisors, LLC
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
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Navigoe, LLC
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Barometer Capital Management Inc.
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
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Unio Capital LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Quest Partners LLC
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Sterling Manor Financial, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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Rosenberg Matthew Hamilton
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Stablepoint Partners, LLC
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Bank Of America Corp /de/
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Teacher Retirement System Of Texas
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
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Syon Capital Llc
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Assenagon Asset Management S.A.
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Sonora Investment Management Group, LLC
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Varma Mutual Pension Insurance Co
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Successful Portfolios LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Bridge Creek Capital Management LLC
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Keel Point, LLC
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Invenio Wealth Partners Llc
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Forza Wealth Management, LLC
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Duncker Streett & Co Inc
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Royal London Asset Management Ltd
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Empower Advisory Group, LLC
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BlackRock ETF Trust - BlackRock International Dividend ETF
|
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Xponance, Inc.
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Aberdeen Wealth Management LLC
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Daymark Wealth Partners, Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Sagespring Wealth Partners, Llc
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
Florida Financial Advisors, Llc
|
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XML Financial, LLC
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
NewEdge Wealth, LLC
|
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|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Cooper/haims Advisors, Llc
|
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Gould Asset Management Llc /ca/
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Parsons Capital Management Inc/ri
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Joel Isaacson & Co., LLC
|
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|
SeaBridge Investment Advisors LLC
|
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|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
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|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Newport Trust Co
|
|
|
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|
|
Evolution Wealth Management Inc.
|
|
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|
Bfsg, Llc
|
|
|
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
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|
Compass Ion Advisors, LLC
|
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Richardson Financial Services Inc.
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Thames Capital Management Llc
|
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|
Trust Co
|
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|
Value Partners Investments Inc.
|
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|
Kilter Group LLC
|
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|
Albion Financial Group /ut
|
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|
Moran Wealth Management, LLC
|
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|
Hartford Funds Management Co LLC
|
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|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
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|
|
Capital Advantage, Inc.
|
|
|
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|
Alerus Financial Na
|
|
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|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
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|
Perennial Investment Advisors, LLC
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
Cfm Wealth Partners Llc
|
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S&t Bank/pa
|
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|
Topsail Wealth Management, LLC
|
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|
Generali Asset Management SPA SGR
|
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|
Santori & Peters, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
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|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
CHICAGO TRUST Co NA
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