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Goepper Burkhardt LLC
|
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Thompson Siegel & Walmsley Llc
|
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Amundi
|
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Federated Hermes, Inc.
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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Lifeworks Advisors, LLC
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Claro Advisors LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Zullo Investment Group, Inc.
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|
Capital City Trust Co/fl
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Quilter Plc
|
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Perennial Advisors, LLC
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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FT Vest Total Return Income Fund: Series A4
|
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|
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|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
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|
Houlihan Financial Resource Group, Ltd.
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Red Door Wealth Management, LLC
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EverSource Wealth Advisors, LLC
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Selway Asset Management
|
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Spdr S&p 500 Etf Trust
|
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|
Sei Investments Co
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
Cascades Capital Asset Management, LLC
|
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|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
Integrated Wealth Concepts LLC
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|
Cornerstone Total Return Fund Inc
|
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|
Siemens Fonds Invest GmbH
|
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Affinity Capital Advisors, LLC
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Advisors Management Group Inc /adv
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Guggenheim Capital Llc
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BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF
|
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General Partner, Inc.
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Tempus Wealth Planning, LLC
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Arjuna Capital
|
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Bontempo Ohly Capital Mgmt Llc
|
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Lantz Financial LLC
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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JB Capital LLC
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Taurus Asset Management, Llc
|
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Benjamin Edwards Inc
|
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Tudor Investment Corp Et Al
|
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Tributary Capital Management, LLC
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Pictet Asset Management Holding SA
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
City Center Advisors, LLC
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WestEnd Advisors, LLC
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Creative Planning
|
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China Universal Asset Management Co., Ltd.
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Steward Partners Investment Advisory, Llc
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Beaton Management Co. Inc.
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Scotia Capital Inc.
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SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Klingenstein Fields & Co Lp
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Wells Fargo & Company/mn
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First Merchants Corp
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
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|
Pacific Point Advisors, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Tripletail Wealth Management, LLC
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|
Costello Asset Management, INC
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Wallington Asset Management, LLC
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Bedel Financial Consulting, Inc.
|
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Resources Management Corp /ct/ /adv
|
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Glass Jacobson Investment Advisors llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Boothbay Fund Management, Llc
|
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|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
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|
Summit Financial Wealth Advisors, LLC
|
|
|
|
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|
Pioneer Trust Bank N A/or
|
|
|
|
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|
Copeland Capital Management, LLC
|
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|
Consolidated Planning Corp
|
|
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|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
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|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Cetera Investment Advisers
|
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|
|
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|
Ckw Financial Group
|
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|
Harwood Advisory Group, LLC
|
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|
Financial Engines Advisors L.L.C.
|
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|
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|
Principal Street Partners, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
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|
Principal Financial Group Inc
|
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|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Tekla Life Sciences Investors
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
HealthInvest Partners AB
|
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|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
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|
|
Texas Yale Capital Corp.
|
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|
Sovereign Financial Group, Inc.
|
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|
Koshinski Asset Management, Inc.
|
|
|
|
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|
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
|
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|
Dividend Asset Capital, Llc
|
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|
|
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|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
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|
|
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|
Ashton Thomas Securities, Llc
|
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|
Letson Investment Management, Inc.
|
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|
O'ROURKE & COMPANY, Inc
|
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|
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|
Beacon Harbor Wealth Advisors, Inc.
|
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|
|
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|
Summit Place Financial Advisors, LLC
|
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|
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|
Buckingham Strategic Partners
|
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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|
Fort Sheridan Advisors Llc
|
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|
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|
Frisch Financial Group, Inc.
|
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|
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|
Santori & Peters, Inc.
|
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|
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Crown Wealth Group, LLC
|
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|
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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|
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|
Glenview Trust Co
|
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Apollon Wealth Management, LLC
|
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|
BankPlus Wealth Management LLC
|
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|
Whitener Capital Management, Inc.
|
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Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
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|
Colonial Trust Advisors
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
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|
Vanguard Group Inc
|
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|
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|
Drive Wealth Management, Llc
|
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|
Harrington Investments, INC
|
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Ewa, Llc
|
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|
Vise Technologies, Inc.
|
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|
Canada Pension Plan Investment Board
|
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|
|
|
|
Kornitzer Capital Management Inc /ks
|
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|
Kimelman & Baird, LLC
|
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|
Fiduciary Wealth Partners, LLC
|
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|
Westmount Partners, LLC
|
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|
Buck Wealth Strategies, LLC
|
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|
Cardiff Park Advisors, Llc
|
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|
Lindbrook Capital, Llc
|
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|
Horan Securities, Inc.
|
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|
Fruth Investment Management
|
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|
Shoker Investment Counsel, Inc.
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
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|
Crews Bank & Trust
|
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|
Somerset Trust Co
|
|
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|
Sherman Asset Management, Inc.
|
|
|
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|
Twinbeech Capital Lp
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
EWN - iShares, Inc. - iShares MSCI Netherlands ETF
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
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|
SCS Capital Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
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|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
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Newman Dignan & Sheerar, Inc.
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Hunter Associates Investment Management Llc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
Truist Financial Corp
|
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|
Hancock Whitney Corp
|
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
Choate Investment Advisors
|
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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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|
Jane Street Group, 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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|
Amalgamated Bank
|
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|
State of Alaska, Department of Revenue
|
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Adams Asset Advisors, LLC
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Portland Investment Counsel Inc.
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Fwl Investment Management, Llc
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Slagle Financial, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
Pines Wealth Management, LLC
|
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|
Westover Capital Advisors, LLC
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Boston Private Wealth Llc
|
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Fiduciary Financial Group, Llc
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Am Investment Strategies Llc
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Burkett Financial Services, Llc
|
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Navellier & Associates Inc
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Cohen Capital Management, Inc.
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Cypress Capital Group
|
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Chapman Financial Group, Llc
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
Bahl & Gaynor Inc
|
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|
Sunbelt Securities, Inc.
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Leo Wealth, LLC
|
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SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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Gladstone Institutional Advisory LLC
|
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Wetherby Asset Management Inc
|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
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|
Seneca Financial Advisors LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Grimes & Company, Inc.
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Meyer Handelman Co
|
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|
Fayez Sarofim & Co
|
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Consilium Wealth Advisory, LLC
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PDS Planning, Inc
|
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Stratos Wealth Partners, LTD.
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GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF
|
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|
TCG Advisory Services, LLC
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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|
Paulson Wealth Management Inc.
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First Financial Corp /in/
|
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Campion Asset Management LLC
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Salomon & Ludwin, LLC
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Zrc Wealth Management, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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James Investment Research Inc
|
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Bridges Investment Management Inc
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Barnes Wealth Management Group, Inc
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LeConte Wealth Management, LLC
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Chicago Capital, LLC
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Montag A & Associates Inc
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Conquis Financial Llc
|
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Sterling Investment Advisors, Ltd.
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Korea Investment CORP
|
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Asset Planning,Inc
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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|
Berry Wealth Group, LP
|
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|
Df Dent & Co Inc
|
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QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
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|
Altus Wealth Group LLC
|
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|
Whittier Trust Co
|
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|
Good Life Advisors, LLC
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Capula Management Ltd
|
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
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|
Flagship Harbor Advisors, Llc
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
Waycross Partners, Llc
|
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|
Aqr Capital Management Llc
|
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|
HFR Wealth Management, LLC
|
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|
Cardinal Capital Management, Inc.
|
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|
Brevan Howard Capital Management LP
|
|
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|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
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|
|
|
Global Retirement Partners, LLC
|
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|
Divergent Planning, LLC
|
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|
Belmont Capital, LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
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|
Hills Bank & Trust Co
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
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|
Clearwater Capital Advisors, LLC
|
|
|
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|
Mattern Capital Management, Llc
|
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|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
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|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Kaye Capital Management
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
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Itau Unibanco Holding S.A.
|
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|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
|
Kennedy Capital Management, Inc.
|
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|
Sand Hill Global Advisors, LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Ayrshire Capital Management LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
Albion Financial Group /ut
|
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Paradigm Asset Management Co Llc
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
|
Banque Transatlantique SA
|
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|
CHICAGO TRUST Co NA
|
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
Strategic Financial Services, Inc,
|
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|
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|
Welch & Forbes Llc
|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
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|
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|
GAMMA Investing LLC
|
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Tortoise Investment Management, LLC
|
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Heritage Investors Management Corp
|
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Mmbg Investment Advisors Co.
|
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MONECO Advisors, LLC
|
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|
Detalus Advisors, LLC
|
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|
JustInvest LLC
|
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|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
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|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
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|
|
|
TrimTabs Asset Management, LLC
|
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|
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|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
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|
|
Invesco, Llc
|
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|
|
Associated Banc-corp
|
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Greenleaf Trust
|
|
|
|
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
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|
|
Money Concepts Capital Corp
|
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|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
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|
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|
Intrust Bank Na
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
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|
Redmond Asset Management, LLC
|
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|
Rogco, Lp
|
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Advisory Alpha, LLC
|
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|
Dahring | Cusmano Llc
|
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|
M&t Bank Corp
|
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|
Baldwin Brothers Inc/ma
|
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|
Florida Financial Advisors, Llc
|
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NorthCrest Asset Manangement, LLC
|
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|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
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|
Williams & Novak, LLC
|
|
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|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
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|
Institute for Wealth Management, LLC.
|
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|
Barclays Plc
|
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|
Cypress Asset Management Inc/tx
|
|
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|
Citadel Advisors Llc
|
|
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|
King Wealth
|
|
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
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|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Becker Capital Management Inc
|
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|
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|
Susquehanna International Group, Llp
|
|
|
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|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
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|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
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Persistent Asset Partners Ltd
|
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VCULX - VALIC Co I - Growth Fund
|
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|
MBA Advisors LLC
|
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|
Bleakley Financial Group, LLC
|
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Westpac Banking Corp
|
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ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class
|
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|
Wolverine Asset Management Llc
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
Quent Capital, LLC
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
U S Wealth Group, Llc.
|
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|
Global Wealth Management Investment Advisory, Inc.
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|
Ostrum Asset Management
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Midwest Trust Co
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Venturi Wealth Management, LLC
|
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|
Schear Investment Advisers, LLC
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Tema Etfs Llc
|
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Viawealth, Llc
|
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Birinyi Associates Inc
|
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Mariner, LLC
|
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Congress Wealth Management LLC / DE /
|
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
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|
First City Capital Management, Inc.
|
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Fortem Financial Group, Llc
|
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Mcdonald Partners Llc
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
Cozad Asset Management Inc
|
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|
Lazari Capital Management, Inc.
|
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National Asset Management, Inc.
|
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Kmg Fiduciary Partners, Llc
|
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Regal Investment Advisors LLC
|
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Northwest & Ethical Investments L.P.
|
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Credit Capital Investments LLC
|
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Sunburst Financial Group, LLC
|
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DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
Calton & Associates, Inc.
|
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Atlantic Trust, LLC
|
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WealthPLAN Partners, LLC
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
John Hancock Hedged Equity & Income Fund
|
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PineBridge Investments, L.P.
|
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Greenfield Savings Bank
|
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Asahi Life Asset Management Co., Ltd.
|
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Jones Financial Companies Lllp
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Edgar Lomax Co/va
|
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Profunds - Profund Vp Bull
|
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|
Banque de Luxembourg S.A.
|
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|
Toth Financial Advisory Corp
|
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|
Saxon Interests, Inc.
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
International Assets Investment Management, Llc
|
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L2 Asset Management, LLC
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
Kaizen Financial Strategies
|
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|
Smallwood Wealth Investment Management, LLC
|
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Plancorp, LLC
|
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SummitTX Capital, L.P.
|
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
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|
|
Activest Wealth Management
|
|
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|
J. Safra Sarasin Holding AG
|
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|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
Global Wealth Strategies & Associates
|
|
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|
|
|
Nvwm, Llc
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
Morton Community Bank
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
|
|
Shepherd Financial Partners LLC
|
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|
|
Salem Investment Counselors Inc
|
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|
|
Legacy Capital Group California, Inc.
|
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|
CENTRAL TRUST Co
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
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|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
Hofer & Associates. Inc
|
|
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|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
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|
|
Round Hill Asset Management
|
|
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|
First Bank & Trust
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A
|
|
|
|
|
|
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
|
|
|
Mv Capital Management, Inc.
|
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|
Keynote Financial Services Llc
|
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|
CRA Financial Services, LLC
|
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|
Cora Capital Advisors Llc
|
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|
Austin Private Wealth, LLC
|
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|
Lyell Wealth Management, Lp
|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Scarborough Advisors, LLC
|
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|
Evermay Wealth Management Llc
|
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|
Seizert Capital Partners, Llc
|
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|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
Fusion Capital, LLC
|
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Evolution Advisers, Inc.
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Sonora Investment Management Group, LLC
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United Advisor Group, LLC
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FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
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|
Emerald Advisors, LLC
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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Allen Capital Group, LLC
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Hartford Financial Management Inc.
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|
FRG Family Wealth Advisors LLC
|
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|
Peterson Wealth Services
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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|
CNB Bank
|
|
|
|
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|
Notis-McConarty Edward
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
Texas Permanent School Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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|
|
|
Atlantic Family Wealth, Llc
|
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|
Kensington Investment Counsel, LLC
|
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|
Bragg Financial Advisors, Inc
|
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Liberty Wealth Management Llc
|
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|
Boit C F David
|
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|
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|
Jacobs & Co/ca
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
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|
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|
|
JCIC Asset Management Inc.
|
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|
Mork Capital Management, LLC
|
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|
Measured Wealth Private Client Group, LLC
|
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|
Hamilton Point Investment Advisors, LLC
|
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|
Genesis Private Wealth, Llc
|
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|
River Wealth Advisors LLC
|
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|
State of Wyoming
|
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|
Osborne Partners Capital Management, Llc
|
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First Command Advisory Services, Inc.
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Quotient Wealth Partners, LLC
|
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|
Nbw Capital Llc
|
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|
Glass Wealth Management Co LLC
|
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|
Intrepid Financial Planning Group LLC
|
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|
|
Parallax Volatility Advisers, L.P.
|
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|
Insight Inv LLC
|
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|
Retirement Systems of Alabama
|
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|
SevenBridge Financial Group, LLC
|
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|
RDA Financial Network
|
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|
denkapparat Operations GmbH
|
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|
Herold Advisors, Inc.
|
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|
Sovran Advisors, LLC
|
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|
Pitcairn Co
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
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|
Mattson Financial Services, LLC
|
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|
|
Franklin Resources Inc
|
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|
Payden & Rygel
|
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
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|
Valued Wealth Advisors LLC
|
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|
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|
|
General American Investors Co Inc
|
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|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
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|
Mbb Public Markets I Llc
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Abound Wealth Management
|
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|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Whipplewood Advisors, LLC
|
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Anchor Capital Advisors Llc
|
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Progressive Investment Management Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
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|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
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|
Ables, Iannone, Moore & Associates, Inc.
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Cahaba Wealth Management, Inc.
|
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West Paces Advisors Inc.
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Webster Bank, N. A.
|
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Beacon Capital Management, LLC
|
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High Net Worth Advisory Group LLC
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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|
|
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|
Walleye Trading LLC
|
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O'Brien Wealth Partners LLC
|
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Bremer Bank National Association
|
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|
AlTi Global, Inc.
|
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Members Wealth Llc
|
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Manufacturers Life Insurance Company, The
|
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Financial Advisors, LLC
|
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GM Advisory Group, Inc.
|
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IFM Investors Pty Ltd
|
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Carnegie Capital Asset Management, LLC
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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|
Spire Wealth Management
|
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Bell & Brown Wealth Advisors, Llc
|
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Community Bank, N.A.
|
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RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
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Global Trust Asset Management, LLC
|
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Ameriflex Group, Inc.
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
Continuum Advisory, LLC
|
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R.H. Investment Group, LLC
|
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Dorsey & Whitney Trust CO LLC
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Profunds - Profund Vp Ultranasdaq-100
|
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Onyx Bridge Wealth Group LLC
|
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KG&L Capital Management,LLC
|
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Peddock Capital Advisors, Llc
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Essex Savings Bank
|
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Navigoe, LLC
|
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Bridgewater Associates, LP
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Meiji Yasuda Asset Management Co Ltd.
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Ridgewood Investments LLC
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Renaissance Investment Group LLC
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Corundum Group, Inc.
|
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Rialto Wealth Management, LLC
|
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Keyvantage Wealth, Llc
|
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Verdence Capital Advisors LLC
|
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Jamison Private Wealth Management, Inc.
|
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Cascade Financial Partners, LLC
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Northstar Group, Inc.
|
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Impact Capital Partners LLC
|
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|
Keystone Wealth Services, LLC
|
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|
Essex LLC
|
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|
Vista Capital Partners, Inc.
|
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Ameritas Advisory Services, LLC
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Fieldview Capital Management, LLC
|
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|
Brown Financial Advisors
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
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|
Logan Capital Management Inc
|
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|
Meridian Wealth Advisors, LLC
|
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|
Sphera Funds Management Ltd.
|
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|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Guardian Investment Management
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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|
Duncan Williams Asset Management, LLC
|
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First International Bank & Trust
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Prosperity Consulting Group, LLC
|
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|
Gulf International Bank (UK) Ltd
|
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|
SRS Capital Advisors, Inc.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
New England Asset Management Inc
|
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|
Souders Financial Advisors
|
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|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Spreng Capital Management, Inc.
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|
Boston Partners
|
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|
Aaron Wealth Advisors LLC
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|
Main Street Group, LTD
|
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|
EPG Wealth Management LLC
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|
Coastline Trust Co
|
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|
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF
|
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|
CVA Family Office, LLC
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|
Geode Capital Management, Llc
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Nikulski Financial, Inc.
|
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|
Lipe & Dalton
|
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|
Westwood Holdings Group Inc
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Woodstock Corp
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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|
RMG Wealth Management LLC
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|
Consolidated Portfolio Review Corp
|
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Sky Investment Group LLC
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Counterweight Ventures, LLC
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TBG - EA Series Trust - TBG Dividend Focus ETF
|
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Telos Capital Management, Inc.
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Riverstone Advisors, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Mystic Asset Management, Inc.
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BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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Mather Group, Llc.
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
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|
Sawyer & Company, Inc
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Gabelli Healthcare & Wellnessrx Trust
|
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Novare Capital Management Llc
|
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Delta Asset Management Llc/tn
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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|
Oversea-Chinese Banking CORP Ltd
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Janus Henderson Group Plc
|
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Shelton Capital Management
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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Advanced Asset Management Advisors Inc
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Bank Of America Corp /de/
|
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IFP Advisors, Inc
|
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FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
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|
Caisse Des Depots Et Consignations
|
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|
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|
|
Tranquilli Financial Advisor LLC
|
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Wealth Preservation Advisors, LLC
|
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PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
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|
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
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|
First Western Trust Bank
|
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|
Optimist Retirement Group LLC
|
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United Community Bank
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
May Hill Capital, LLC
|
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Martin & Co Inc /tn/
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JDM Financial Group LLC
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Breakwater Capital Group
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
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SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
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|
BRYN MAWR TRUST Co
|
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|
Iron Horse Wealth Management, LLC
|
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Pacific Sage Partners, LLC
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Lanham O'Dell & Company, Inc.
|
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|
PICK - iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
|
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|
Leavell Investment Management, Inc.
|
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Pinnacle Financial Partners Inc
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
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|
Worth Financial Advisory Group, LLC
|
|
|
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|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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|
Papp L Roy & Associates
|
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|
Encompass More Asset Management
|
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|
JSF Financial, LLC
|
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|
Genus Capital Management Inc.
|
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|
Keudell/Morrison Wealth Management
|
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|
Portland Global Advisors LLC
|
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|
Sfmg, Llc
|
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|
Capital Research Global Investors
|
|
|
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|
Painted Porch Advisors LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
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|
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|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
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|
North Forty Two & Co.
|
|
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|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
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|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
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|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
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|
Raiffeisen Bank International AG
|
|
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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|
|
|
Fulton Bank, N.a.
|
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|
|
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|
Cape Ann Savings Bank
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
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|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
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|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
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|
Aureus Asset Management, LLC
|
|
|
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|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Oberweis Asset Management Inc/
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Small Portfolio
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
ION - PROSHARES TRUST - ProShares S&P Global Core Battery Metals ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
|
First Manhattan Co
|
|
|
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|
Jump Financial, LLC
|
|
|
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|
Strategic Wealth Designers
|
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
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|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
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|
|
Hamilton Capital, LLC
|
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|
|
Granite Investment Partners, LLC
|
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|
Point72 (DIFC) Ltd
|
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|
Philadelphia Trust Co
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
|
Cim Investment Mangement Inc
|
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|
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|
Perkins Coie Trust Co
|
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FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
|
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|
Secure Asset Management, LLC
|
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|
Axxcess Wealth Management, Llc
|
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MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
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|
LOM Asset Management Ltd
|
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|
DRW Securities, LLC
|
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Fortress Wealth Management, Inc.
|
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Townsquare Capital Llc
|
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Purus Wealth Management, LLC
|
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|
Kovack Advisors, Inc.
|
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|
GW&K Investment Management, LLC
|
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Golden State Equity Partners
|
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|
Paralel Advisors LLC
|
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|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Western Wealth Management, LLC
|
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|
Stratos Wealth Advisors, LLC
|
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Fairscale Capital, LLC
|
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SlateStone Wealth, LLC
|
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|
CGC Financial Services, LLC
|
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|
UMA Financial Services, Inc.
|
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
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Moss Adams Wealth Advisors LLC
|
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|
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|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
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|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Daymark Wealth Partners, Llc
|
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Brian Low Financial Group, Llc
|
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Fulcrum Equity Management
|
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Erste Asset Management GmbH
|
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Kingswood Wealth Advisors, Llc
|
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Welch Group, LLC
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Cullinan Associates Inc
|
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Widmann Financial Services, Inc.
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
Alaethes Wealth LLC
|
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Czech National Bank
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Oppenheimer & Co Inc
|
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Integrated Advisors Network LLC
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Marcum Wealth, LLC
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Old Second National Bank Of Aurora
|
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Joseph Group Capital Management
|
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Wellington Capital Management, Inc.
|
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Profit Investment Management, LLC
|
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Alan B. Lancz & Associates, Inc.
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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Venture Visionary Partners LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
|
Louisbourg Investments Inc.
|
|
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|
Proactive Wealth Strategies LLC
|
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|
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
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FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
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|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
|
|
1 North Wealth Services Llc
|
|
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|
Harbor Investment Advisory, Llc
|
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|
|
Financial Management Professionals, Inc.
|
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|
Hoxton Planning & Management, LLC
|
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|
Copley Financial Group, Inc.
|
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|
bLong Financial, LLC
|
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|
|
Fortitude Advisory Group L.L.C.
|
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|
Icon Wealth Advisors, LLC
|
|
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|
|
Summit Wealth Partners, LLC
|
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|
Thompson Investment Management, Inc.
|
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|
Deseret Mutual Benefit Administrators
|
|
|
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|
|
Sierra Ocean, Llc
|
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|
|
Eastern Bank
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
LIMI - Themes ETF Trust - Themes Lithium & Battery Metal Miners ETF
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
LIT - Global X Funds - Global X Lithium & Battery Tech ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
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Advisory Services Network, LLC
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Thoroughbred Financial Services, Llc
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Curbstone Financial Management Corp
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Cary Street Partner Investment Advisory Llc
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Blue Fin Capital, Inc.
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IMC-Chicago, LLC
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Renaissance Group Llc
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James Reed Financial Services, Inc.
|
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|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
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|
Certified Advisory Corp
|
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|
First Pacific Financial
|
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First National Trust Co
|
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|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
|
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|
Tandem Investment Advisors, Inc.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Beck Mack & Oliver Llc
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Nutshell Asset Management Ltd
|
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Advisors Asset Management, Inc.
|
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Abundance Wealth Counselors
|
|
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
Richards, Merrill & Peterson, Inc.
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Orion Portfolio Solutions, LLC
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Smith Shellnut Wilson Llc /adv
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Emerald Advisers, Llc
|
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Formidable Asset Management, LLC
|
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Smithbridge Asset Management Inc/de
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
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|
Mcdaniel Terry & Co
|
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Silver Coast Investments LLC
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Morgan Stanley
|
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|
Financial Sense Advisors, Inc.
|
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Zevenbergen Capital Investments Llc
|
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Nomura Asset Management Co Ltd
|
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Pinkerton Retirement Specialists, LLC
|
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Integras Partners LLC
|
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Financial Security Advisor, Inc.
|
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
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|
Union Heritage Capital, LLC
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
Trust Co Of Virginia /va
|
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|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
Callan Family Office, LLC
|
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CFO4Life Group, LLC
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
Marquette Asset Management, LLC
|
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BLI - Banque de Luxembourg Investments
|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
Doliver Advisors, Lp
|
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|
Jefferies Financial Group Inc.
|
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|
Tekla Healthcare Opportunities Fund
|
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|
Goldstone Financial Group, LLC
|
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|
Alpha Omega Wealth Management LLC
|
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DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
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|
Kathmere Capital Management, LLC
|
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Perigon Wealth Management, LLC
|
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|
Arcadia Investment Management Corp/mi
|
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Sather Financial Group Inc
|
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|
Syverson Strege & Co
|
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|
Aptus Capital Advisors, LLC
|
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|
Lynch & Associates/in
|
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|
SBI Securities Co., Ltd.
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
Ransom Advisory, Ltd
|
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|
Jackson Thornton Asset Management, Llc
|
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|
Smead Capital Management, Inc.
|
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|
Old Port Advisors
|
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|
LPL Financial LLC
|
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|
Traynor Capital Management, Inc.
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
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|
|
Wealth Effects Llc
|
|
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|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
|
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|
Brookstone Capital Management
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
JISAX - John Hancock Funds II - International Small Company Fund Class NAV
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Allstate Corp
|
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|
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
|
Aft, Forsyth & Company, Inc.
|
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|
|
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|
Legal & General Group Plc
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Hallmark Capital Management Inc
|
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|
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|
Nordea Investment Management Ab
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Armbruster Capital Management, Inc.
|
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|
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|
|
First National Advisers, LLC
|
|
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|
Diversified Enterprises, LLC
|
|
|
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|
|
Silvant Capital Management LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
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|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
|
|
Cullen/frost Bankers, Inc.
|
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|
|
|
|
City Holding Co
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
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|
Fourth Dimension Wealth, LLC
|
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
|
|
|
DecisionPoint Financial, LLC
|
|
|
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|
Clarius Group, LLC
|
|
|
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|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
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|
NEOS Investment Management LLC
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
|
SPC Financial, Inc.
|
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|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
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|
Plato Investment Management Ltd
|
|
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
Oxford Asset Management Llp
|
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|
Symphony Financial, Ltd. Co.
|
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|
Alta Advisers Ltd
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Sachetta, LLC
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
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|
Concorde Asset Management, LLC
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
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|
|
Sandy Cove Advisors, LLC
|
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|
Riverview Trust Co
|
|
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|
Greenspring Advisors, LLC
|
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|
PFG Investments, LLC
|
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|
|
Bell Bank
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
CHB Investment Group, LLC
|
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|
Hudson Value Partners, LLC
|
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|
Wedge Capital Management L L P/nc
|
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|
Occidental Asset Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
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|
Malaga Cove Capital, LLC
|
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|
|
|
|
DCF Advisers, LLC
|
|
|
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|
|
Optivise Advisory Services LLC
|
|
|
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|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
Norges Bank
|
|
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|
|
Wrapmanager Inc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
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|
|
Brave Asset Management Inc
|
|
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|
Ocean Capital Management, LLC
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
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|
Krane Funds Advisors LLC
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|
LCM Capital Management Inc
|
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|
Public Employees Retirement System Of Ohio
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Pingora Partners LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
Two Sigma Advisers, Lp
|
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|
Resurgent Financial Advisors LLC
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Range Financial Group LLC
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Catalyst Capital Advisors LLC
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Miller Financial Services LLC
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|
Thrive Capital Management, LLC
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Larson Financial Group LLC
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Clifford Swan Investment Counsel Llc
|
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Caliber Wealth Management, LLC / KS
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Godsey & Gibb Associates
|
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|
Hudson Valley Investment Advisors Inc /adv
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|
Congress Asset Management Co /ma
|
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VSM Wealth Advisory, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
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|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
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|
WFA of San Diego, LLC
|
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|
Chevy Chase Trust Holdings, Inc.
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
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|
John Hancock Funds II - Health Sciences Fund Class NAV
|
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|
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|
Secured Retirement Advisors, Llc
|
|
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|
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|
Cypress Capital Advisors, LLC
|
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|
Squarepoint Ops LLC
|
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|
White Knight Strategic Wealth Advisors, LLC
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Financial Perspectives, Inc
|
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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Los Angeles Capital Management Llc
|
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Monarch Capital Management Inc/
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QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
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|
Tennessee Valley Asset Management Partners
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Alpha Cubed Investments, LLC
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Investment Advisory Services Inc /tx /adv
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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IFC Advisors LLC
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|
Daiwa Securities Group Inc.
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Financial Avengers, Inc.
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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|
Horizon Investments, LLC
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Cary Street Partners Financial Llc
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E&G Advisors, LP
|
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Tcw Group Inc
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Ellerson Group Inc /adv
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Proathlete Wealth Management Llc
|
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Seeds Investor Llc
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
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|
Willis Johnson & Associates, Inc.
|
|
|
|
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|
Rathbone Brothers plc
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
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|
Bourgeon Capital Management Llc
|
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|
B & T Capital Management DBA Alpha Capital Management
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Glenmede Investment Management, LP
|
|
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|
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|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Dunhill Financial, LLC
|
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|
Traphagen Investment Advisors Llc
|
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|
Inspire Advisors, LLC
|
|
|
|
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|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
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Granite Group Advisors, LLC
|
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Americana Partners, LLC
|
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Sylvest Advisors, LLC
|
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|
Dagco, Inc.
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Lincoln Capital Corp
|
|
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|
All Terrain Financial Advisors, LLC
|
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|
Steigerwald, Gordon & Koch Inc.
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
WASHINGTON TRUST Co
|
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|
Security Financial Services, INC.
|
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New Hampshire Trust
|
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|
Cfm Wealth Partners Llc
|
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|
HFM Investment Advisors, LLC
|
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|
Eagle Bay Advisors LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
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|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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|
Hollow Brook Wealth Management LLC
|
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|
Td Private Client Wealth Llc
|
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|
Birch Hill Investment Advisors LLC
|
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|
Fortune Financial Advisors, LLC
|
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Ameritas Investment Partners, Inc.
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Evelyn Partners Investment Management LLP
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Gts Securities Llc
|
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|
Roxbury Financial LLC
|
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|
Schechter Investment Advisors, LLC
|
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|
Midland Wealth Advisors Llc
|
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|
Spears Abacus Advisors LLC
|
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|
Sargent Investment Group, LLC
|
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|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
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|
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|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
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|
Crossmark Global Holdings, Inc.
|
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|
|
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|
Ball & Co Wealth Management Inc.
|
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
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|
|
Facet Wealth, Inc.
|
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|
Bollard Group LLC
|
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|
Midwest Professional Planners, LTD.
|
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|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
Central Bank & Trust Co
|
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|
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Eagle Rock Investment Company, Llc
|
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BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
HHM Wealth Advisors, LLC
|
|
|
|
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|
BSW Wealth Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Point72 Asset Management, L.P.
|
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State Board Of Administration Of Florida Retirement System
|
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Institutional Investment Strategy Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
Alps Advisors Inc
|
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|
Blume Capital Management, Inc.
|
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|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
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|
SS&H Financial Advisors, Inc.
|
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|
Raleigh Capital Management Inc.
|
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|
Eq Wealth Advisors, Llc
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
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|
Prairie Wealth Advisors, Inc.
|
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|
Flavin Financial Services, Inc.
|
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|
Sax Wealth Advisors, Llc
|
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|
Prestige Wealth Management Group LLC
|
|
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|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
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|
Maryland State Retirement & Pension System
|
|
|
|
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|
Carret Asset Management, Llc
|
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
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|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
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|
Argentarii, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
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|
West Financial Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Affinity Asset Advisors, LLC
|
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|
Park Place Capital Corp
|
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|
Simplex Trading, Llc
|
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|
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|
Forte Capital Llc /adv
|
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Atria Investments Llc
|
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|
Insight Advisors, LLC/ PA
|
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Alteri Wealth LLC
|
|
|
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|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
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|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class
|
|
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|
Measured Risk Portfolios, Inc.
|
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|
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|
E. Ohman J:or Asset Management AB
|
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Transatlantique Private Wealth Llc
|
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Chemistry Wealth Management LLC
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
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|
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|
|
E Fund Management Co., Ltd.
|
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|
Heartwood Wealth Advisors LLC
|
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|
Capital Wealth Planning, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
|
|
Braun Stacey Associates Inc
|
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|
Wendell David Associates Inc
|
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|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Natixis Advisors, L.p.
|
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|
Princeton Global Asset Management LLC
|
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|
Transce3nd, LLC
|
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|
Charter Trust Co
|
|
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|
|
High Note Wealth, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
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|
TCI Wealth Advisors, Inc.
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
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|
BLB&B Advisors, LLC
|
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|
|
|
|
Augustine Asset Management Inc
|
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|
IVC Wealth Advisors LLC
|
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|
Signature Wealth Management Group
|
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|
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|
Red Crane Wealth Management, Llc
|
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|
Virginia Wealth Management Group, Inc.
|
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|
|
Nemes Rush Group LLC
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
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|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
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|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
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|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
REMX - VanEck Vectors ETF Trust - VanEck Vectors Rare Earth/Strategic Metals ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Dfa Investment Trust Co - The Continental Small Company Series
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
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Northern Financial Advisors Inc
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Studio Investment Management Llc
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Belpointe Asset Management LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Circle Wealth Management, LLC
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Rakuten Securities, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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Charles Schwab Trust Co
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Profunds - Profund Vp Large-cap Growth
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Rise Advisors, LLC
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Penn Davis Mcfarland Inc
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Loomis Sayles & Co L P
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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Pathstone Holdings, LLC
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Wall Street Access Asset Management, LLC
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Matrix Asset Advisors Inc/ny
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Gould Capital, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
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CSM Advisors, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Drexel Morgan & Co.
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Trillium Asset Management, Llc
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Premier Path Wealth Partners, LLC
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Thomasville National Bank
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SOL Capital Management CO
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Moser Wealth Advisors, LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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Personal Cfo Solutions, Llc
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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Lazard Asset Management Llc
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Abc Arbitrage Sa
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
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F/M Investments LLC
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Meriwether Wealth & Planning, LLC
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AMCPX - AMCAP FUND - AMCAP FUND Class A
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Barr E S & Co
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Harmony Asset Management Llc
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Marco Investment Management Llc
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Woodward Diversified Capital, Llc
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Carnegie Lake Advisors LLC
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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DDM - PROSHARES TRUST - ProShares Ultra Dow30
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Farmers & Merchants Trust Co of Long Beach
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Alliancebernstein L.p.
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Westhampton Capital, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Victory Capital Management Inc
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Convergence Investment Partners, LLC
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Advisors Preferred, LLC
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Ieq Capital, Llc
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Prentice Wealth Management LLC
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
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Gordian Advisors LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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Harbour Investments, Inc.
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Burns J W & Co Inc/ny
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Raymond James Financial Inc
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Citizens Financial Group Inc/ri
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Legacy Bridge, LLC
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WealthCare Investment Partners, LLC
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JT Stratford LLC
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Stone House Investment Management, LLC
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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Ariadne Wealth Management, LP
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NCM Capital Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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Lake Street Financial Llc
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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North Star Investment Management Corp.
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Heritage Trust Co
|
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Private Advisor Group, LLC
|
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Tidemark, LLC
|
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LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
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Generali Powszechne Towarzystwo Emerytalne
|
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Aviso Wealth Management
|
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Holderness Investments Co
|
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First Citizens Financial Corp
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Bartlett & Co. Wealth Management Llc
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Loudon Investment Management, LLC
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VeraBank, N.A.
|
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Rockland Trust Co
|
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Cannon Financial Strategists, Inc.
|
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BCS Private Wealth Management, Inc.
|
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Sawgrass Asset Management Llc
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Tokio Marine Asset Management Co Ltd
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Warwick Investment Management, Inc.
|
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HighTower Advisors, LLC
|
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Tradition Wealth Management, LLC
|
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Northern Trust Corp
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Meritage Portfolio Management
|
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|
Principal Securities, Inc.
|
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Smart Portfolios, LLC
|
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|
Hoge Financial Services, Llc
|
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|
Piscataqua Savings Bank
|
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|
Rockline Wealth Management, LLC
|
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|
1st Source Bank
|
|
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|
|
Banco de Sabadell, S.A
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
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|
|
Strive Asset Management, LLC
|
|
|
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|
|
Creekmur Asset Management LLC
|
|
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|
|
PrairieView Partners, LLC
|
|
|
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|
|
Impax Asset Management Group plc
|
|
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|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Coston, McIsaac & Partners
|
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|
