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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
|
|
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Arbor Investment Advisors, LLC
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
|
|
Clark Capital Management Group, Inc.
|
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|
Westport Asset Management Inc
|
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|
Symmetry Partners, LLC
|
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|
Sofos Investments, Inc.
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
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|
Capstone Investment Advisors, Llc
|
|
|
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|
Etesian Wealth Advisors, Inc.
|
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|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
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|
Tudor Investment Corp Et Al
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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Dimension Capital Management Llc
|
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CBIZ Investment Advisory Services, LLC
|
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Tritonpoint Wealth, Llc
|
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Howe & Rusling Inc
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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MASTERINVEST Kapitalanlage GmbH
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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Appleton Partners Inc/ma
|
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Financial Freedom, LLC
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Greykasell Wealth Strategies, Inc.
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|
Perkins Coie Trust Co
|
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Richwood Investment Advisors, LLC
|
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|
Northeast Financial Consultants Inc
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
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|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
|
Sovran Advisors, LLC
|
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|
Rfg Holdings, Inc.
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Thrivent Financial For Lutherans
|
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Wolf Group Capital Advisors
|
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|
Great Lakes Retirement, Inc.
|
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Alphadyne Asset Management, LLC
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|
Zullo Investment Group, Inc.
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|
KDT Advisors, LLC
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Northern Oak Wealth Management Inc
|
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Jackson Thornton Asset Management, Llc
|
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|
AIA Group Ltd
|
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Rather & Kittrell, Inc.
|
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Red Door Wealth Management, LLC
|
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Gillespie Robinson & Grimm Inc
|
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|
Bruce G. Allen Investments, LLC
|
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Bessemer Group Inc
|
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Benjamin Edwards Inc
|
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|
Principal Financial Group Inc
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
Graybill Bartz & Assoc Ltd
|
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|
Morton Capital Management LLC/CA
|
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|
Cubist Systematic Strategies, LLC
|
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|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
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|
Ridgewood Investments LLC
|
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|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
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|
Autumn Glory Partners, LLC
|
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Natixis
|
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Charter Trust Co
|
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Delta Investment Management, LLC
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Alberta Investment Management Corp
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17 Capital Partners, Llc
|
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Kentucky Retirement Systems
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
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|
Quadcap Wealth Management, LLC
|
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|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
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|
Citadel Investment Advisory, Inc.
|
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Union Square Park Capital Management, LLC
|
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|
O'Keefe Stevens Advisory, Inc.
|
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|
PARUS FINANCE (UK) Ltd
|
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|
Woodstock Corp
|
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Fairtree Asset Management (Pty) Ltd
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Auxier Asset Management
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
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|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
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|
|
|
Harwood Advisory Group, LLC
|
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|
Family Management Corp
|
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|
Park Edge Advisors, LLC
|
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|
Bellevue Asset Management, Llc
|
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|
Poplar Forest Capital LLC
|
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|
Congress Asset Management Co /ma
|
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|
MainStreet Investment Advisors LLC
|
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|
EverSource Wealth Advisors, LLC
|
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|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
|
Harrell Investment Partners, Llc
|
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|
111 Capital
|
|
|
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|
|
RMR Wealth Builders
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
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|
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|
Spirepoint Private Client, Llc
|
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|
|
|
|
Beach Investment Counsel Inc/pa
|
|
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|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Jones Road Capital Management, L.p.
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
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|
Argus Investors' Counsel, Inc.
|
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|
Morton Brown Family Wealth, LLC
|
|
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
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|
Nova Wealth Management, Inc.
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|
Keyvantage Wealth, Llc
|
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Carmel Capital Partners, LLC
|
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Murphy & Mullick Capital Management Corp
|
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Claris Advisors, Llc / Mo /
|
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Values Added Financial LLC
|
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Culbertson A N & Co Inc
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
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|
Curio Wealth, Llc
|
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|
Acadian Asset Management Llc
|
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|
Investment Advisory Services Inc /tx /adv
|
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Krane Funds Advisors LLC
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
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|
Candlestick Capital Management LP
|
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Bill Few Associates, Inc.
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IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
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|
Waldron Private Wealth LLC
|
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Sandler Capital Management
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Sheets Smith Wealth Management
|
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BCS Wealth Management
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Koesten, Hirschmann & Crabtree, INC.
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Profunds - Profund Vp Large-cap Growth
|
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North Dallas Bank & Trust Co
|
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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Folger Nolan Fleming Douglas Capital Management, Inc
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Cornerstone Planning Group LLC
|
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
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City National Bank Of Florida /msd
|
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Kingsview Wealth Management, LLC
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Edgemoor Investment Advisors, Inc.
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MBL Wealth, LLC
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
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Credit Agricole S A
|
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Continuum Wealth Advisors, Llc
|
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Monetta Financial Services Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
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|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
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High Falls Advisors, Inc
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Hallmark Capital Management Inc
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Allworth Financial LP
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Emprise Bank
|
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Up Strategic Wealth Investment Advisors Llc
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Calamos Wealth Management LLC
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First PREMIER Bank
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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MKT Advisors LLC
|
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First International Bank & Trust
|
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Atlas Capital Advisors Llc
|
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Trexquant Investment LP
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Agp Franklin, Llc
|
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PFG Investments, LLC
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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Cloud Capital Management, LLC
|
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|
Parisi Gray Wealth Management
|
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J. Safra Sarasin Holding AG
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
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|
Balance Wealth, LLC
|
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|
Global Strategic Investment Solutions, LLC
|
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|
GAM Holding AG
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
|
Wick Capital Partners, LLC
|
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|
Corundum Group, Inc.
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
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|
Mission Creek Capital Partners, Inc.
|
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|
SilverOak Wealth Management LLC
|
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|
Rnc Capital Management Llc
|
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|
Longfellow Investment Management Co Llc
|
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|
Kanawha Capital Management Llc
|
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|
Inscription Capital, LLC
|
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|
tru Independence LLC
|
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|
Hudson Portfolio Management LLC
|
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|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
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|
TruWealth Advisors, LLC
|
|
|
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|
Susquehanna International Group, Llp
|
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
Ariadne Wealth Management, LP
|
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|
Bremer Bank National Association
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
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|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
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|
|
|
Northwest Capital Management Inc
|
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|
Meritage Portfolio Management
|
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|
Blue Fin Capital, Inc.
|
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|
St. Louis Trust Co
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Quartz Partners, LLC
|
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|
Delta Capital Management Llc
|
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|
Quantbot Technologies LP
|
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|
Adapt Wealth Advisors, Llc
|
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|
Generate Investment Management Ltd
|
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|
Hantz Financial Services, Inc.
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
Asset Allocation & Management Company, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
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Impact Capital Partners LLC
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|
Mitchell Sinkler & Starr/pa
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Michels Family Financial, LLC
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Hutchinson Financial Advisors, INC
|
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Flow Traders U.s. Llc
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CFS Investment Advisory Services, LLC
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|
Promethium Advisors,llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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|
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
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|
Boston Family Office Llc
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Asset Management One Co., Ltd.
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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John G Ullman & Associates Inc
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
Prestige Wealth Management Group LLC
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
SWAN Capital LLC
|
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|
Mandatum Life Insurance Co Ltd
|
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Parcion Private Wealth LLC
|
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|
Xponance, Inc.
|
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|
Stock Yards Bank & Trust Co
|
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Foundations Investment Advisors, LLC
|
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|
Maltin Wealth Management, Inc.
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
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Means Investment Co., Inc.
|
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Coordinated Financial Services, Inc./CO
|
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Millington Financial Advisors, LLC
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APG Asset Management US Inc.
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FourThought Financial Partners, LLC
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CogentBlue Wealth Advisors, LLC
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|
Cardinal Capital Management, Inc.
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Fortis Capital Advisors, LLC
|
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Fiduciary Group LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Ttp Investments, Inc.
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Simon Quick Advisors, Llc
|
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Strategy Asset Managers Llc
|
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My Legacy Advisors, LLC
|
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Evoke Wealth, Llc
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
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|
Fulton Bank, N.a.
|
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|
Kelman-Lazarov, Inc.
|
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|
Alpine Global Dynamic Dividend Fund
|
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|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
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|
Crawford Investment Counsel Inc
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
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|
Ironwood Investment Counsel, LLC
|
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|
California Public Employees Retirement System
|
|
|
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
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|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
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|
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|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
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|
Waters Parkerson & Co., Llc
|
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|
|
Absoluto Partners Gestao de Recursos Ltda
|
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|
Meridian Financial, LLC
|
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|
|
|
Ellevest, Inc.
|
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|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
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|
Quadrant Capital Group Llc
|
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|
HAP Trading, LLC
|
|
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|
Highland Capital Management, Llc
|
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|
Perigon Wealth Management, LLC
|
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|
Accent Capital Management, LLC
|
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|
|
First Business Financial Services, Inc.
|
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|
Youngs Advisory Group, Inc.
|
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|
DnB Asset Management AS
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
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|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
CLOD - Themes ETF Trust - Themes Cloud Computing ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Proem Advisors LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
Corvex Management LP
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Channel Wealth Llc
|
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|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
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|
Kiker Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Financial Council Asset Management Inc
|
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|
Ameriprise Financial Inc
|
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|
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|
Baron Wealth Management LLC
|
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
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|
|
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|
Red Crane Wealth Management, Llc
|
|
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|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Neumann Capital Management, LLC
|
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|
Fire Capital Management LLC
|
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|
B&l Asset Management Llc
|
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|
Pacifica Partners Inc.
|
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|
Nicholas Company, Inc.
|
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|
Rexford Capital Inc
|
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|
Bordeaux Wealth Advisors LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
Caxton Associates Llp
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
Bell Asset Management Ltd
|
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|
Invst, LLC
|
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Dixon Mitchell Investment Counsel Inc.
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Harrington Investments, INC
|
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|
LOM Asset Management Ltd
|
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|
Spectrum Financial Alliance Ltd LLC
|
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|
Opes Wealth Management LLC
|
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|
Victory Capital Management Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
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|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
Byrne Asset Management LLC
|
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|
Elyxium Wealth, LLC
|
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|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Orser Capital Management, Llc
|
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
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|
Aspen Investment Management Inc
|
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|
Lakeshore Financial Planning, Inc.
|
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|
ForthRight Wealth Management, LLC
|
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|
Voleon Capital Management Lp
|
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
|
Proffitt & Goodson Inc
|
|
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|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
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|
Nisa Investment Advisors, Llc
|
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|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
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|
Sachetta, LLC
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
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|
Kingdom Financial Group LLC.
|
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|
Certified Advisory Corp
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Widmann Financial Services, Inc.
|
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|
Field & Main Bank
|
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|
First Bank & Trust
|
|
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|
|
Arcataur Capital Management LLC
|
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|
James Investment Research Inc
|
|
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|
|
Strs Ohio
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
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|
|
New Hampshire Trust
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
Stapp Wealth Management, Pllc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Amitell Capital Pte Ltd
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Alta Park Capital, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Clough Global Equity Fund
|
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Manchester Capital Management LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
PFG Private Wealth Management, LLC
|
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|
O'ROURKE & COMPANY, Inc
|
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|
Capital Square, LLC
|
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|
Jacobsen Capital Management
|
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|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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|
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|
Regent Peak Wealth Advisors LLC
|
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|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
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|
Bollard Group LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
Eagle Rock Investment Company, Llc
|
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|
Point72 (DIFC) Ltd
|
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Old North State Trust, LLC
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Drake & Associates, LLC
|
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DCF Advisers, LLC
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AMG National Trust Bank
|
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RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
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|
Blue Whale Capital LLP
|
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|
Brian Low Financial Group, Llc
|
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|
Modera Wealth Management, LLC
|
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|
Gsa Capital Partners Llp
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Scotia Capital Inc.
|
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Causeway Capital Management Llc
|
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Union Heritage Capital, LLC
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
Coco Enterprises, LLC
|
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Byrne Financial Freedom, Llc
|
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Patton Fund Management, Inc.
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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CWS Financial Advisors, LLC
|
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Peoples Bank /oh
|
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Clare Market Investments LLC
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Shufro Rose & Co Llc
|
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Klingman & Associates, LLC
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Itau Unibanco Holding S.A.
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Aire Advisors, Llc
|
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SCS Capital Management LLC
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
MFA Wealth Services
|
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Provident Co of the Employees of the Hebrew University LTD
|
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Algert Global Llc
|
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Wetzel Investment Advisors, Inc.
|
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Fca Corp /tx
|
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Bernard Wealth Management Corp.
|
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Financial Management Network Inc
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TAGStone Capital, Inc.
|
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TL Private Wealth
|
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Cromwell Holdings LLC
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Chatham Capital Group, Inc.
|
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Two Roads Shared Trust - Hypatia Women CEO ETF
|
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|
Financial Network Wealth Management LLC
|
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|
James J. Burns & Company, LLC
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Glenmede Investment Management, LP
|
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Persistent Asset Partners Ltd
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Rafferty Asset Management, LLC
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
Tillman Hartley LLC
|
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|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
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|
One Charles Private Wealth Services, LLC
|
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|
Gs Investments, Inc.
|
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Monetary Management Group Inc
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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|
Graham Capital Management, L.P.
|
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Money Concepts Capital Corp
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
Genesee Capital Advisors, LLC
|
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|
Avalon Trust Co
|
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|
Lifelong Wealth Advisors, Inc.
|
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GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
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|
Trustco Bank Corp N Y
|
|
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|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
First Financial Corp /in/
|
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|
Burkett Financial Services, Llc
|
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|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
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|
Capital Asset Advisory Services LLC
|
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|
Granite Investment Partners, LLC
|
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|
Institutional Investment Strategy Fund
|
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|
Hunter Associates Investment Management Llc
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Parametrica Management Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Comerica Bank
|
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|
Cito Capital Group, LLC
|
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|
Wynn Capital, LLC
|
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|
Hayek Kallen Investment Management
|
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|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
|
|
|
Adirondack Trust Co
|
|
|
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|
Scott Marsh Financial, LLC
|
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|
New Wave Wealth Advisors Llc
|
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|
Boston Private Wealth Llc
|
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|
SOA Wealth Advisors, LLC.
|
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|
Landscape Capital Management, L.l.c.
|
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|
FreeGulliver LLC
|
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|
Capstone Triton Financial Group, LLC
|
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|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
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|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
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|
Cerro Pacific Wealth Advisors LLC
|
|
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|
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|
Longview Partners (Guernsey) LTD
|
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|
Vermillion Wealth Management, Inc.
|
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|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
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|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
Impact Partnership Wealth, LLC
|
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|
|
PSI Advisors, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
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|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Core Wealth Partners LLC
|
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|
|
Shulman DeMeo Asset Management LLC
|
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|
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|
Blue Square Asset Management, Llc
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
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|
Marietta Wealth Management, LLC
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
Chilton Investment Co Llc
|
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|
Ervin Investment Management, LLC
|
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|
Cassaday & Co Wealth Management LLC
|
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|
Letson Investment Management, Inc.
|
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ORG Wealth Partners, LLC
|
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|
Csenge Advisory Group
|
|
|
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Diligent Investors, LLC
|
|
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Consolidated Planning Corp
|
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
|
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|
Navellier & Associates Inc
|
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|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
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|
Perpetual Ltd
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
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|
Hudock, Inc.
|
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|
Amarillo National Bank
|
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|
Gotham Asset Management, LLC
|
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|
Virtus ETF Advisers LLC
|
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|
Flynn Zito Capital Management, Llc
|
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|
Founders Capital Management
|
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|
Traub Capital Management LLC
|
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|
Winch Advisory Services, LLC
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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|
Founders Capital Management, Llc
|
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|
|
Horizons Wealth Management
|
|
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|
DCM Advisors, LLC
|
|
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
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|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
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|
Idaho Trust Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
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|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
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|
Skopos Labs, Inc.
|
|
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|
|
|
Essex Investment Management Co Llc
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
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|
|
KBC Group NV
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Softbank Group Corp
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
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|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
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|
Tandem Financial, LLC
|
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Alecta Pensionsforsakring, Omsesidigt
|
|
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|
Ninepoint Partners LP
|
|
|
|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Goldstein Advisors, LLC
|
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|
Spartan Planning & Wealth Management
|
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Utah Retirement Systems
|
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
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|
Munro Partners
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
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|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Howard Capital Management Inc.
|
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|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
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|
Affinity Investment Advisors, Llc
|
|
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
Fortem Financial Group, Llc
|
|
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|
|
|
Investment Partners Asset Management, Inc.
|
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|
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|
Safe Harbor Fiduciary, LLC
|
|
|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
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|
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|
|
Alpha Financial Partners, LLC
|
|
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|
Twin Tree Management, LP
|
|
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|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Hrt Financial Lp
|
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|
Buckhead Capital Management Llc
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
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Royal Bank Of Canada
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
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|
WorthPointe, LLC
|
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|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Capital A Wealth Management, LLC
|
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|
State of New Jersey Common Pension Fund D
|
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Silver Oak Wealth Advisors Services, Llc
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Voisard Asset Management Group, Inc.
|
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Emerald Advisers, Llc
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BluePointe Capital Management, LLC
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
|
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|
McNaughton Wealth Management, LLC
|
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|
Bridgewealth Advisory Group, LLC
|
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|
Summit Global Investments
|
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Payden & Rygel
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Cantillon Capital Management Llc
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Astoria Portfolio Advisors LLC.
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1248 Management, LLC
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
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|
Verum Partners LLC
|
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Maxi Investments CY Ltd
|
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PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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|
Raymond James Financial Inc
|
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|
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|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
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|
Kinsale Capital Group, Inc.
|
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|
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
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|
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|
|
Hamilton Capital, LLC
|
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|
|
Chancellor Financial Group WB LP
|
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Capital Advisors Inc/ok
|
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Financial Enhancement Group LLC
|
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Latitude Advisors, LLC
|
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|
KADENSA CAPITAL Ltd
|
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Sageworth Trust Co
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Copley Financial Group, Inc.
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Lifeworks Advisors, LLC
|
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Integral Investment Advisors, Inc.
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
|
|
|
Heartwood Wealth Advisors LLC
|
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|
|
|
|
Luken Investment Analytics, LLC
|
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|
First Interstate Bank
|
|
|
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|
Grassi Investment Management
|
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|
Instrumental Wealth, Llc
|
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PBMares Wealth Management LLC
|
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|
Sawgrass Asset Management Llc
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Maven Securities LTD
|
|
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|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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|
|
|
|
Metropolis Capital Ltd
|
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|
Selway Asset Management
|
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RDA Financial Network
|
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|
MidWestOne Financial Group, Inc.
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
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TRUE Private Wealth Advisors
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Orion Investment Co
|
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Punch & Associates Investment Management, Inc.
|
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Campbell Newman Asset Management Inc
|
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Mezzasalma Advisors, LLC
|
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|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
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|
Bearing Point Capital, Llc
|
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|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
BigSur Wealth Management LLC
|
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|
River Road Asset Management, LLC
|
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Infrastructure Capital Advisors, Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
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|
O'shaughnessy Asset Management, Llc
|
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|
Lebenthal Global Advisors, LLC
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Invesco, Llc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
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|
|
Keybank National Association/oh
|
|
|
|
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|
Modern Wealth Management, LLC
|
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Insight Inv LLC
|
|
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|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
|
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|
|
|
HighTower Advisors, LLC
|
|
|
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|
Icon Wealth Advisors, LLC
|
|
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|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
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|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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|
|
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|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
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|
Rahlfs Capital, Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Panoramic Capital, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Ogborne Capital Management, Llc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
|
|
Lynch & Associates/in
|
|
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|
|
Reyes Financial Architecture, Inc.
|
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|
Winslow Asset Management Inc
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
State Of Michigan Retirement System
|
|
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|
Tidemark, LLC
|
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|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
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|
United Asset Strategies, Inc.
|
|
|
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|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
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|
Clarity Capital Partners LLC
|
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|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
|
|
Curtis Advisory Group, LLC
|
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|
Sawyer & Company, Inc
|
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Rossmore Private Capital
|
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Lincoln Capital LLC
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|
BOS Asset Management, LLC
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Auto-Owners Insurance Co
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
ABN AMRO Bank N.V.
|
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|
Volterra Technologies LP
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
City Holding Co
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
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|
Gts Securities Llc
|
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|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
|
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|
Cannon Wealth Management Services, LLC
|
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|
Romano Brothers And Company
|
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|
Kohmann Bosshard Financial Services, LLC
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Crown Wealth Group, LLC
|
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DLK Investment Management, LLC
|
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CWA Asset Management Group, LLC
|
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Mendel Money Management
|
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|
TOWER TRUST & INVESTMENT Co
|
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Optiver Holding B.V.
|
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|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
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|
Capital International Ltd /ca/
|
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|
Sequoia Financial Advisors, LLC
|
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|
Adams Diversified Equity Fund, Inc.
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Private Advisor Group, LLC
|
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|
Ipswich Investment Management Co., Inc.
|
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TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
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PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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Northeast Investment Management
|
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Roberts Glore & Co Inc /il/
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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SeaBridge Investment Advisors LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Jpmorgan Chase & Co
|
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|
Delta Financial Group, Inc.
|
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Keystone Wealth Services, LLC
|
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VSM Wealth Advisory, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
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|
Brady Martz Wealth Solutions, LLC
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Groupama Asset Managment
|
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Copia Wealth Management
|
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Leonard Rickey Investment Advisors P.L.L.C.
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Connor, Clark & Lunn Investment Management Ltd.
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Whitaker-Myers Wealth Managers, LTD.
|
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FIL Ltd
|
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Great Waters Wealth Management
|
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Signaturefd, Llc
|
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SOL Capital Management CO
|
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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Hopwood Financial Services, Inc.
|
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Jones Financial Companies Lllp
|
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MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
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|
Agf Management Ltd
|
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|
Davis Selected Advisers
|
|
|
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|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
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Mar Vista Investment Partners Llc
|
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|
Bond & Devick Financial Network, Inc.
|
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|
Lazard Asset Management Llc
|
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|
Freestone Capital Holdings, LLC
|
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|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
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|
|
SMART Wealth LLC
|
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|
Rock Point Advisors, LLC
|
|
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|
Little House Capital Llc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
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|
Baker Avenue Asset Management, LP
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
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|
Rocky Mountain Advisers, Llc
|
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|
Sagespring Wealth Partners, Llc
|
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
|
M. Kraus & Co
|
|
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|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
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|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
CBM Financial, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Hel Ved Capital Management Ltd
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
|
Moors & Cabot, Inc.
|
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|
|
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|
OMNI 360 Wealth, Inc.
|
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|
Glen Eagle Advisors, LLC
|
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|
Axq Capital, Lp
|
|
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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|
|
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|
First Financial Bankshares Inc
|
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|
|
|
|
FRG Family Wealth Advisors LLC
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|
Lynx Investment Advisory
|
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|
Van Hulzen Asset Management, LLC
|
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Accel Wealth Management
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
|
|
United Community Bank
|
|
|
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|
|
Transform Wealth, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
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|
iA Global Asset Management Inc.
|
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|
Barnes Wealth Management Group, Inc
|
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|
Ci Investments Inc.
|
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CWC Advisors, LLC.
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
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|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
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|
GK Wealth Management LLC
|
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|
Red Wave Investments LLC
|
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|
Illinois Municipal Retirement Fund
|
|
|
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|
Banque Transatlantique SA
|
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Clg Llc
|
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|
|
|
|
Zhang Financial LLC
|
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|
Campion Asset Management LLC
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
|
|
Level Wealth Management LLC
|
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|
|
Howard Capital Management Group, LLC
|
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|
Ubs Asset Management Americas Inc
|
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|
Lincluden Management Ltd
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
IFG Advisory, LLC
|
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|
KLCM Advisors, Inc.
|
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Guerra Pan Advisors, Llc
|
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Harvey Capital Management Inc
|
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JT Stratford LLC
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
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|
|
Mediolanum International Funds Ltd
|
|
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|
|
|
Olistico Wealth, LLC
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Louisbourg Investments Inc.
|
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AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
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|
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|
Florida Financial Advisors, Llc
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
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|
Gabelli Dividend & Income Trust
|
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|
|
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|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
UNICOM Systems, Inc.
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
Scge Management, L.p.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Hancock Whitney Corp
|
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Lokken Investment Group LLC
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First Command Advisory Services, Inc.
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Prairiewood Capital, LLC
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Contravisory Investment Management, Inc.
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Hartford Financial Management Inc.
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Bluesphere Advisors, LLC
|
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|
Louisiana State Employees Retirement System
|
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|
Panagora Asset Management Inc
|
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|
Affinity Capital Advisors, LLC
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Magnus Financial Group LLC
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Flagship Harbor Advisors, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Rockline Wealth Management, LLC
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OneAscent Financial Services LLC
|
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Broadway Wealth Solutions, Inc.
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Eisler Capital Management Ltd.
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Exencial Wealth Advisors, Llc
|
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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Family Legacy Financial Solutions, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
Bedel Financial Consulting, Inc.
|
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Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
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Spears Abacus Advisors LLC
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Capital Insight Partners, Llc
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Atlantic Trust, LLC
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|
25 Llc
|
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Humankind Investments LLC
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Franklin Street Advisors Inc /nc
|
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NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
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New Republic Capital, LLC
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Hall Capital Management Co Inc
|
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Independent Family Office, LLC
|
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Tradition Wealth Management, LLC
|
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Wesleyan Assurance Society
|
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New Covenant Trust Company, N.A.
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
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|
Heritage Wealth Advisors
|
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Ami Investment Management Inc
|
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Sage Capital Advisors,llc
|
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J.Safra Asset Management Corp
|
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Lindsell Train Ltd
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Shoker Investment Counsel, Inc.
|
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|
Cypress Wealth Services, LLC
|
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Amundi
|
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Bell Investment Advisors, Inc
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
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|
Betterment LLC
|
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|
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|
Private Wealth Management Group, LLC
|
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|
Clean Yield Group
|
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Spdr S&p 500 Etf Trust
|
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
|
Oldfather Financial Services, LLC
|
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|
|
Pegasus Asset Management, Inc.
|
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|
Yarger Wealth Strategies, Llc
|
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|
First Financial Bank - Trust Division
|
|
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|
|
|
Rialto Wealth Management, LLC
|
|
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|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
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|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Bridgefront Capital, LLC
|
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|
|
IAM Advisory, LLC
|
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|
|
Oarsman Capital, Inc.
|
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|
|
GFG Capital, LLC
|
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|
Act Two Investors Llc
|
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|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
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Valued Wealth Advisors LLC
|
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Citigroup Inc
|
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Worth Financial Advisory Group, LLC
|
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Glaxis Capital Management, LLC
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HCR Wealth Advisors
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Aviso Wealth Management
|
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Inspire Trust Co, N.a.
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Snowden Capital Advisors LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Royal Harbor Partners, LLC
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Ellerson Group Inc /adv
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Sculati Wealth Management, LLC
|
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KPP Advisory Services LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Barnes Pettey Financial Advisors, Llc
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Millennium Management Llc
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Ridgecrest Wealth Partners, Llc
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HHM Wealth Advisors, LLC
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Apeiron RIA LLC
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Checchi Capital Advisers, LLC
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Aaron Wealth Advisors LLC
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Brandywine Oak Private Wealth Llc
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Delta Financial Advisors Llc
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AE Wealth Management LLC
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Concord Asset Management, LLC/VA
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Fairvoy Private Wealth, LLC
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Scientech Research LLC
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First Community Trust Na
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CFC Planning Co LLC
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Private Trust Co Na
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FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Huber Capital Management LLC
|
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Nbt Bank N A /ny
|
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Gibbs Wealth Management
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Financial Advisory Partners, Llc
|
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Pineridge Advisors LLC
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Wealth Management Partners, LLC
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Apexium Financial, Lp
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Traveka Wealth, LLC
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Laurel Wealth Advisors LLC
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Vestor Capital, Llc
|
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Holistic Financial Partners
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Hills Bank & Trust Co
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Bfsg, Llc
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Bramshill Investments, LLC
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Coppell Advisory Solutions LLC
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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Hotchkis & Wiley Capital Management Llc
|
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PENN SERIES FUNDS INC - Large Growth Stock Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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Lmcg Investments, Llc
|
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Banque Cantonale Vaudoise
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Lockheed Martin Investment Management Co
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Texas Bank & Trust Co
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Financial Advisory Corp /ut/ /adv
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Baldwin Investment Management, LLC
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Financial Advisory Service, Inc.
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Meritas Wealth Management, LLC
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
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Stuart Chaussee & Associates, Inc.
|
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Trust Co
|
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Rainier Family Wealth Inc
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LCM Capital Management Inc
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GQETX - GMO TRUST - GMO Quality Fund Class III
|
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General Partner, Inc.
|
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Procyon Private Wealth Partners, LLC
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Bridgeway Capital Management Inc
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Drucker Wealth 3.0, LLC
|
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Baldwin Brothers Inc/ma
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Confluence Wealth Services, Inc.
|
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Lowe Brockenbrough & Co Inc
|
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Global Financial Private Client, LLC
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Snider Financial Group
|
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Enterprise Financial Services Corp
|
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Cynosure Management, Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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|
First Horizon Advisors, Inc.
|
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|
Farmers National Bank
|
|
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|
Knights of Columbus Asset Advisors LLC
|
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Paladin Advisory Group, LLC
|
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|
Gateway Investment Advisers Llc
|
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FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
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|
Pine Harbor Wealth Management, LLC
|
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|
Washington Trust Bank
|
|
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|
Capital World Investors
|
|
|
|
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|
Shilanski & Associates, Inc.
|
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|
Stenger Family Office, LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Deuterium Capital Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Bmc Fund Inc
|
|
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GLOBALT Investments LLC / GA
|
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Great Valley Advisor Group, Inc.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
CoreFirst Bank & Trust
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
California State Teachers Retirement System
|
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|
Sigma Planning Corp
|
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Catalina Capital Group, LLC
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Blue Chip Partners, Inc.
|
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Twinbeech Capital Lp
|
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Private Advisory Group LLC
|
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EdgeRock Capital LLC
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GKV Capital Management Co., Inc.
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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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Charter Oak Capital Management, LLC
|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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Pinpoint Asset Management (Singapore) Pte. Ltd.
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Central Valley Advisors, Llc
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Jericho Capital Asset Management L.P.
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Rossby Financial, LCC
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QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
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Legacy Private Trust Co.
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Aristotle Atlantic Partners, Llc
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Rodgers Brothers Inc.
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Capital Investment Services of America, Inc.
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SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
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Altrius Capital Management Inc
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
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Gerber, Llc
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Creative Planning
|
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Eubel Brady & Suttman Asset Management Inc
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Hourglass Capital, Llc
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WPG Advisers, LLC
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Busey Wealth Management
|
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Sfmg, Llc
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Verity Asset Management, Inc.
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Godsey & Gibb Associates
|
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QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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Clarkston Capital Partners, LLC
|
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St. Johns Investment Management Company, LLC
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Summit Wealth Group, LLC
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Seed Wealth Management, Inc.
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Centennial Bank/AR/
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Advisory Alpha, LLC
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Abacus Planning Group, Inc.
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Stratos Wealth Partners, LTD.
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BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
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CENTRAL TRUST Co
|
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MetLife Investment Management, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Caisse Des Depots Et Consignations
|
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|
Orrstown Financial Services Inc
|
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Bank Hapoalim Bm
|
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Dogwood Wealth Management LLC
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Premier Path Wealth Partners, LLC
|
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ASR Vermogensbeheer N.V.
|
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Norway Savings Bank
|
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Ostrum Asset Management
|
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Brevan Howard Capital Management LP
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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Carl P. Sherr & Co., LLC
|
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Financial Network Wealth Advisors LLC
|
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Evercore Wealth Management, LLC
|
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Aft, Forsyth & Sober, LLC
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HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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|
Abundance Wealth Counselors
|
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Concentrum Wealth Management
|
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Paces Ferry Wealth Advisors, Llc
|
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Lathrop Investment Management Corp
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Kinloch Capital, LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Smith, Moore & Co.
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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St. Clair Advisors, LLC
|
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|
Arthur M. Cohen & Associates, Llc
|
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Boyd Wealth Management, LLC
|
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Guardian Wealth Advisors, Llc / Nc
|
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Thompson Siegel & Walmsley Llc
|
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Creekside Partners
|
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Berkshire Capital Holdings Inc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
World Equity Group, Inc.
|
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Employees Retirement System of Texas
|
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
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|
Allegheny Financial Group LTD
|
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Quarry LP
|
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|
SILVER OAK SECURITIES, Inc
|
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|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
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|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Acorn Financial Advisory Services Inc /adv
|
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|
Coleford Investment Management Ltd.
|
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|
Acropolis Investment Management, LLC
|
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|
Polar Capital Holdings Plc
|
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|
XY Planning Network, Inc.
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
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Cornerstone Select Advisors, LLC
|
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GHP Investment Advisors, Inc.
|
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1st Source Bank
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
|
CRA Financial Services, LLC
|
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|
MPS Loria Financial Planners, LLC
|
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|
Professional Financial Advisors, LLC
|
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|
Meriwether Wealth & Planning, LLC
|
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|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
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|
Bowie Capital Management, LLC
|
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|
High Net Worth Advisory Group LLC
|
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|
Sprinkle Financial Consultants LLC
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
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|
|
Richmond Investment Services, LLC
|
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|
Evolution Advisers, Inc.
|
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|
Clifford Swan Investment Counsel Llc
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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|
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|
Stillwater Wealth Management Group
|
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|
Cim, Llc
|
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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|
|
Pinnbrook Capital Management Lp
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
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|
|
Re Advisers Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
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|
M&t Bank Corp
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Schrum Private Wealth Management LLC
|
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Vontobel Holding Ltd.
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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|
Colonial Trust Advisors
|
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|
Riggs Asset Managment Co. Inc.
|
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Octavia Wealth Advisors, LLC
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
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|
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|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
Arista Wealth Management, LLC
|
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|
Rebalance, Llc
|
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Providence Wealth Advisors, LLC
|
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Human Investing LLC
|
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|
Cullen Investment Group, Ltd.
|
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Ar Asset Management Inc
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
Montag & Caldwell, Llc
|
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Venture Visionary Partners LLC
|
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|
Maytus Capital Management, LLC
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
Engineers Gate Manager LP
|
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|
TrueMark Investments, LLC
|
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|
Tiemann Investment Advisors, Llc
|
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|
Gilliland Jeter Wealth Management LLC
|
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Lion Street Advisors, LLC
|
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|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
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|
Heartland Bank & Trust Co
|
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|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
Client 1st Advisory Group, Llc
|
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Profunds - Profund Vp Ultrabull
|
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|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Trinity Financial Advisors LLC
|
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|
Global Retirement Partners, LLC
|
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|
Lord, Abbett & Co. Llc
|
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|
Sandy Cove Advisors, LLC
|
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|
Bridge Generations Wealth Management Llc
|
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|
Range Financial Group LLC
|
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|
|
Physicians Financial Services, Inc.
|
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|
Revisor Wealth Management LLC
|
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|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
StonePine Asset Management Inc.
|
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|
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HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A
|
|
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|
|
Catalyst Financial Partners Llc
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
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|
|
Kinneret Advisory, LLC
|
|
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|
|
JNBA Financial Advisors
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
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|
|
HighPoint Advisor Group LLC
|
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|
|
|
|
American Trust
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
SwitchPoint Financial Planning, LLC
|
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|
Beutel, Goodman & Co Ltd.
|
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|
Safeguard Financial, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
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|
Putney Financial Group LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
True North Advisors, LLC
|
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Palacios Wealth Management, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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Inman Jager Wealth Management, LLC
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|
Evelyn Partners Investment Management Services Ltd
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Asset Planning,Inc
|
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Keystone Financial Services
|
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Total Investment Management Inc
|
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West Michigan Advisors, Llc
|
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Acima Private Wealth, Llc
|
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|
Pictet Asset Management Holding SA
|
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Valley National Advisers Inc
|
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|
Groupe la Francaise
|
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|
Aspire Private Capital, LLC
|
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|
Ibex Wealth Advisors
|
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Catalytic Wealth RIA, LLC
|
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Hickory Point Bank & Trust
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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Lsv Asset Management
|
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|
Public Employees Retirement System Of Ohio
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
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|
Helium Advisors LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
|
Vega Investment Solutions
|
|
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|
Invictus Private Wealth, Llc
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
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|
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|
Malaga Cove Capital, LLC
|
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Summit Asset Management, LLC
|
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Resona Asset Management Co.,Ltd.
|
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United Advisor Group, LLC
|
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Citizens & Northern Corp
|
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Krs Capital Management, Llc
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Mustico Financial Group, Inc.
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Foster Dykema Cabot & Partners, Llc
|
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Howland Capital Management Llc
|
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Private Management Group Inc
|
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Stonebridge Capital Management Inc
|
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Mairs & Power Inc
|
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Marvin & Palmer Associates Inc
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Warwick Investment Management, Inc.
|
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Nordea Investment Management Ab
|
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MAI Capital Management
|
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Trajan Wealth LLC
|
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Stephens Inc /ar/
|
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Sanibel Captiva Trust Company, Inc.
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Independent Investors Inc
|
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Johnson Financial Group, Inc.
|
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RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
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|
Atlas Brown,Inc.
|
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|
JGP Wealth Management, LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
L.m. Kohn & Company
|
|
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|
Investment Planning Advisors, Inc.
|
|
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|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
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|
Diversify Wealth Management, Llc
|
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|
|
Commerce Bank
|
|
|
|
|
|
Enhancing Capital LLC
|
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|
InvesTrust
|
|
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|
Greenfield Savings Bank
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
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|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
|
|
Covestor Ltd
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
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Southern Capital Advisors, Llc
|
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
|
Optima Capital Llc
|
|
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|
MTM Investment Management, LLC
|
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|
Garrison Point Advisors, Llc
|
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|
Portside Wealth Group, LLC
|
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|
Davis R M Inc
|
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|
Balboa Wealth Partners
|
|
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|
Barclays Plc
|
|
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
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|
|
Oxford Financial Group Ltd
|
|
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|
West Family Investments, Inc.
|
|
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|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
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|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
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|
|
Focus Financial Network, Inc.
|
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|
Custom Index Systems, Llc
|
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|
Atala Financial Inc
|
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|
|
|
Abound Financial, Llc
|
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|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Mariner, LLC
|
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|
|
|
|
Generation Capital Management LLC
|
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|
|
Ieq Capital, Llc
|
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|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
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|
|
Broyhill Asset Management
|
|
|
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|
|
Bangor Savings Bank
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Sassicaia Capital Advisers Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Clifford Group, LLC
|
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|
RMB Capital Management, LLC
|
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|
First City Capital Management, Inc.
|
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|
Johnson Investment Counsel Inc
|
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|
Cullen/frost Bankers, Inc.
|
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|
Nordwand Advisors, LLC
|
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|
Jmac Enterprises Llc
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Bank Of America Corp /de/
|
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Two Point Capital Management, Inc.
|
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BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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|
|
Financial Symmetry Inc
|
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|
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|
Integras Partners LLC
|
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|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
|
|
|
Barings Llc
|
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|
PUREfi Wealth, LLC
|
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|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Seeds Investor Llc
|
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|
Angeles Wealth Management, Llc
|
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Cape Ann Savings Bank
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Liberty Wealth Management Llc
|
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|
Banque Pictet & Cie Sa
|
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|
Ancora Advisors, LLC
|
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180 Wealth Advisors, Llc
|
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Diametric Capital, LP
|
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|
Bright Rock Capital Management, Llc
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
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|
Williams Jones Wealth Management, LLC.
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Associated Banc-corp
|
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|
Teamwork Financial Advisors, LLC
|
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|
Integrity Alliance, Llc.
|
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|
Lockerman Financial Group, Inc.
|
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|
Ignite Planners, LLC
|
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|
|
FSC Wealth Advisors, LLC
|
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|
|
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|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Columbia Asset Management
|
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|
Claris Financial LLC
|
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Berkshire Asset Management Llc/pa
|
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|
Texas Yale Capital Corp.
|
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|
Signature Resources Capital Management, LLC
|
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|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
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|
|
|
|
Capital Wealth Planning, LLC
|
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|
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|
|
Wealth Architects, LLC
|
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|
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|
HF Advisory Group, LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
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|
|
Advisors Capital Management, LLC
|
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|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
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|
Pettyjohn, Wood & White, Inc
|
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|
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|
Patron Partners Advisors, Llc
|
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|
Petra Financial Advisors Inc
|
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|
Prudent Man Advisors, LLC
|
|
|
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|
|
Sig Brokerage, Lp
|
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|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
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|
Integrated Investment Consultants, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
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|
|
Waypoint Wealth Partners Inc.
|
|
|
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|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Onyx Financial Advisors, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Pinnacle Investment Management Ltd
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
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Twin City Private Wealth, Llc
|
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|
Virtus Investment Advisers, Inc.
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
Phillips Financial Management, Llc
|
|
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|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
|
Sherman Asset Management, Inc.
|
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|
|
Bank of Jackson Hole Trust
|
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|
Monarch Capital Management Inc/
|
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|
Lighthouse Financial LLC
|
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|
Colony Group, LLC
|
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|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
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|
|
Black Diamond Financial, LLC
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
Aspiriant, Llc
|
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|
|
Sciencast Management LP
|
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|
Sand Hill Global Advisors, LLC
|
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|
Rothschild Investment Llc
|
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|
Qsemble Capital Management, LP
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
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|
Morse Asset Management, Inc
|
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|
S.A. Mason LLC
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
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|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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|
Woodmont Investment Counsel Llc
|
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|
|
Facet Wealth, Inc.
|
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|
National Bank Of Canada /fi/
|
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|
Koshinski Asset Management, Inc.
|
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Sienna Gestion
|
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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|
Chiron Capital Management, Llc
|
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|
Impax Asset Management Group plc
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
Keel Point, LLC
|
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|
Fortis Group Advisors, LLC
|
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Lindbrook Capital, Llc
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Harbour Investment Management Llc
|
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Pines Wealth Management, LLC
|
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|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
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|
|
|
Garden State Investment Advisory Services LLC
|
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|
IMG Wealth Management, Inc.
|
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Chesapeake Wealth Management
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Impact Investors, Inc
|
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|
Motiv8 Investments LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
BancorpSouth Bank
|
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|
Silvercrest Asset Management Group Llc
|
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|
Belmont Capital, LLC
|
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|
Kovack Advisors, Inc.
|
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Strait & Sound Wealth Management LLC
|
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|
Sandy Spring Bank
|
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|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
NJ State Employees Deferred Compensation Plan
|
|
|
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|
|
Main Management ETF Advisors, LLC
|
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|
Brendel Financial Advisors LLC
|
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|
Coastline Trust Co
|
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William Blair Investment Management, Llc
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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|
Mercer Global Advisors Inc /adv
|
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|
Heritage Wealth Partners, LLC
|
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|
MIG Capital, LLC
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
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|
Pitcairn Co
|
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|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Carret Asset Management, Llc
|
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Regions Financial Corp
|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
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|
Pinnacle Financial Partners Inc
|
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|
LifeWealth Investments, LLC
|
|
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|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
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|
Capstone Financial Advisors, Inc.
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
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|
|
Financial Advisory Corp
|
|
|
|
|
|
ORCX - Tidal Trust II - Defiance Daily Target 2X Long ORCL ETF
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Interval Partners, LP
|
|
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|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
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|
|
|
Redwood Investment Management, Llc
|
|
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|
LGT Financial Advisors LLC
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
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|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Capital Impact Advisors, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
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|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Old Point Trust & Financial Services N A
|
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|
ESL Trust Services, LLC
|
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|
Walled Lake Planning & Wealth Management, Llc
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|
Wayfinding Financial, LLC
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|
NewEdge Wealth, LLC
|
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Alta Wealth Advisors LLC
|
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|
Brown Wealth Management, Llc
|
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|
APG Asset Management N.V.
|
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|
Foster Group, Inc.
|
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Castle Wealth Management Llc
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Roberts Wealth Advisors, LLC
|
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Advisory Services Network, LLC
|
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|
Bell Bank
|
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Veracity Capital LLC
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Christopher J. Hasenberg, Inc
|
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Martingale Asset Management L P
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Lipe & Dalton
|
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Bradley & Co. Private Wealth Management, LLC
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Traphagen Investment Advisors Llc
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Trust Co Of Toledo Na /oh/
|
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HTG Investment Advisors, Inc.
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Burgundy Asset Management Ltd.
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HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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Providence Capital Advisors, LLC
|
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4J Wealth Management LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Arkadios Wealth Advisors
|
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LifeSteps Financial, Inc.
|
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Tower Research Capital LLC (TRC)
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
New Mexico Educational Retirement Board
|
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Henrickson Nauta Wealth Advisors, Inc.
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Goldman Sachs Group Inc
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Capital Performance Advisors Llp
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Jarislowsky, Fraser Ltd
|
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Wealthspire Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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GM Advisory Group, Inc.
|
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Mainstay Capital Management Llc /adv
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Papp L Roy & Associates
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Cfm Wealth Partners Llc
|
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Everett Harris & Co /ca/
|
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Liberty All Star Growth Fund Inc.
|
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Marietta Investment Partners Llc
|
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Country Trust Bank
|
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Robertson Stephens Wealth Management, LLC
|
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Karpus Management, Inc.
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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MONTX - MONETTA TRUST - Monetta Fund
|
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|
Howard Financial Services, Ltd.
|
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|
Investment Research & Advisory Group, Inc.
|
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Warren Averett Asset Management, LLC
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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|
Fred Alger Management, Llc
|
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|
Dividend Asset Capital, Llc
|
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Wealthstream Advisors, Inc.
|
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|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
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|
|
Canvas Wealth Advisors, LLC
|
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|
|
Patrick M Sweeney & Associates, Inc
|
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|
LeClair Wealth Partners LLC
|
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|
Perritt Capital Management Inc
|
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|
First United Bank Trust/
|
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|
BankPlus Trust Department
|
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|
Hsbc Holdings Plc
|
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|
Garrett Investment Advisors LLC
|
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|
Inspire Advisors, LLC
|
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|
Regatta Capital Group, Llc
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Resonant Capital Advisors, LLC
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
Acorns Advisers, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Parkside Advisors LLC
|
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|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
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|
|
|
Paladin Wealth, LLC
|
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|
Fwl Investment Management, Llc
|
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|
Ameliora Wealth Management Ltd.
|
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|
D'Orazio & Associates, Inc.
|
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|
Clearbridge Investments, LLC
|
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|
Trivant Custom Portfolio Group, LLC
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
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|
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|
|
Fortis Capital Management LLC
|
|
|
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|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
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Retirement Systems of Alabama
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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PFG Advisors
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Rhumbline Advisers
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Winthrop Capital Management, LLC
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Aquatic Capital Management LLC
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Cooper/haims Advisors, Llc
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Foster & Motley Inc
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JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
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Vanguard Capital Wealth Advisors
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Greenland Capital Management LP
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TPG Advisors LLC
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Parkworth Wealth Management, Inc.
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Tyler-Stone Wealth Management
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Sky Investment Group LLC
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Shepherd Financial Partners LLC
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Center for Financial Planning, Inc.
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Heritage Wealth Management, Inc.
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Salvus Wealth Management, LLC
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Profunds - Profund Vp Bull
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IMC-Chicago, LLC
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Dover Advisors, Llc
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Pacific Sage Partners, LLC
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EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
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Df Dent & Co Inc
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