|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
Royal London Asset Management Ltd
|
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|
Palisade Capital Management Llc/nj
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
Adviser Investments LLC
|
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|
Metis Global Partners, LLC
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|
Verum Partners LLC
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|
Maverick Capital Ltd
|
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|
McNamara Financial Services, Inc.
|
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
Accurate Wealth Management, LLC
|
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|
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|
HCR Wealth Advisors
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Kingswood Wealth Advisors, Llc
|
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Longbow Finance SA
|
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Jones Financial Companies Lllp
|
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Twin Tree Management, LP
|
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Ci Investments Inc.
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Luminist Capital LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Vontobel Holding Ltd.
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Jacobi Capital Management LLC
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Country Club Bank /gfn
|
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|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Long Road Investment Counsel, LLC
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Verity Asset Management, Inc.
|
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Procyon Private Wealth Partners, LLC
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Cardinal Point Capital Management, ULC
|
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Novem Group
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Ethos Financial Group, LLC
|
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Axxcess Wealth Management, Llc
|
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Davidson Trust Co
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
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|
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|
BRYN MAWR TRUST Co
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
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|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
BSW Wealth Partners
|
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|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Warwick Investment Management, Inc.
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
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|
VSM Wealth Advisory, LLC
|
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|
Evoke Wealth, Llc
|
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AustralianSuper Pty Ltd
|
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|
AA Financial Advisors, LLC
|
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|
Hedges Asset Management LLC
|
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|
Skopos Labs, Inc.
|
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Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
|
Team Financial Group, LLC
|
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|
Evergreen Capital Management Llc
|
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|
Meridian Wealth Partners, LLC
|
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|
Avidian Wealth Solutions, LLC
|
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|
Harbor Investment Advisory, Llc
|
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|
Dsm Capital Partners Llc
|
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|
Lighthouse Investment Partners, LLC
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
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|
Seven Mile Advisory
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
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Davis Capital Management
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Nomura Asset Management Co Ltd
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Inlight Wealth Management, LLC
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Cushing Asset Management, Lp
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Compass Ion Advisors, LLC
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Main Street Group, LTD
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Wiley Bros.-aintree Capital, Llc
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Cambridge Investment Research Advisors, Inc.
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BKM Wealth Management, LLC
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|
Public Employees Retirement System Of Ohio
|
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Patriot Financial Group Insurance Agency, LLC
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Mirae Asset Global Investments Co., Ltd.
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Daiwa Securities Group Inc.
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Global Financial Private Client, LLC
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Radnor Capital Management, LLC
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Bellwether Advisors, LLC
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Bnp Paribas
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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TD Capital Management LLC
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Banco Bilbao Vizcaya Argentaria, S.a.
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Purus Wealth Management, LLC
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Parkwoods Wealth Partners, LLC
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Prospera Financial Services Inc
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Western Wealth Management, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Penobscot Investment Management Company, Inc.
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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Zimmer Partners, LP
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Rollins Financial Advisors, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Mufg Securities Americas Inc.
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Presilium Private Wealth, Llc
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Founders Capital Management
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Rafferty Asset Management, LLC
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Creative Financial Designs Inc /adv
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Groupe la Francaise
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Lewis Asset Management, LLC
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Washington Trust Advisors, Inc.
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NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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Nations Financial Group Inc, /ia/ /adv
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ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
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Hm Payson & Co
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Greenwich Wealth Management LLC
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FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
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Harbor Advisory Corp /ma/
|
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Coston, McIsaac & Partners
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Thompson Davis & Co., Inc.
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Highland Capital Management, Llc
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CHURCHILL MANAGEMENT Corp
|
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FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
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Johnson Financial Group, Inc.
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Putnam ETF Trust - Putnam Sustainable Future ETF -
|
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Annex Advisory Services, LLC
|
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Dorsey & Whitney Trust CO LLC
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Tema Etfs Llc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
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|
First National Bank Sioux Falls
|
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|
Alpine Bank Wealth Management
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Next Capital Management LLC
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Plancorp, LLC
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|
Fortitude Advisory Group L.L.C.
|
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Redhawk Wealth Advisors, Inc.
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Mjp Associates Inc /adv
|
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|
Cassaday & Co Wealth Management LLC
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|
Horizon Investments, LLC
|
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|
Pensionmark Financial Group, Llc
|
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|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
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|
Meeder Advisory Services, Inc.
|
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|
Sunbelt Securities, Inc.
|
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|
Retirement Planning Group, Llc / Ny
|
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|
Carret Asset Management, Llc
|
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|
Cape Cod Five Cents Savings Bank
|
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|
Providence Capital Advisors, LLC
|
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|
Pnc Financial Services Group, Inc.
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|
PBCay One RSC Ltd
|
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|
Algert Global Llc
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
Capital World Investors
|
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|
Aberdeen Wealth Management LLC
|
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|
LexAurum Advisors, LLC
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
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|
|
|
Headinvest, Llc
|
|
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|
Investment Partners Asset Management, Inc.
|
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|
Archvest Wealth Advisors, Inc.
|
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|
Bridgewater Advisors Inc.
|
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|
Fishman Jay A Ltd/mi
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
Fairman Group, LLC
|
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|
GAMMA Investing LLC
|
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|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
UMA Financial Services, Inc.
|
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|
|
|
|
Baldwin Brothers Inc/ma
|
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|
American Assets Investment Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
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Guardian Investment Management
|
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|
Minichmacgregor Wealth Management, Llc
|
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|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
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|
ESL Trust Services, LLC
|
|
|
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|
|
American National Bank
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
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|
|
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|
Eagle Strategies LLC
|
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|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Empirical Finance, LLC
|
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|
|
Los Angeles Capital Management Llc
|
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|
Natixis
|
|
|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
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|
Market Street Wealth Management Advisors Llc
|
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|
|
|
|
Tower Bridge Advisors
|
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|
Calton & Associates, Inc.
|
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|
Great Lakes Advisors, Llc
|
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|
Zhang Financial LLC
|
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|
Catalyst Financial Partners Llc
|
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|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
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|
|
Connable Office Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
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|
|
|
Cowa, Llc
|
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|
|
|
|
WoodTrust Financial Corp
|
|
|
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|
Advance Capital Management, Inc.
|
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|
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|
Sachetta, LLC
|
|
|
|
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|
FourThought Financial Partners, LLC
|
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|
|
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|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
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|
Quantbot Technologies LP
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Benin Management CORP
|
|
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|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Paradoxiom Capital L.P.
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
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|
|
|
IFP Advisors, Inc
|
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|
|
|
|
World Equity Group, Inc.
|
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|
|
|
|
Delta Investment Management, LLC
|
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|
Sterling Wealth Management, Inc.
|
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|
|
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|
Milestone Asset Management, Llc
|
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|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
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|
|
|
|
Clough Capital Partners L P
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
|
|
Graypoint LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
|
|
|
Glenmede Investment Management, LP
|
|
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|
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|
Signature Resources Capital Management, LLC
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
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|
Capula Management Ltd
|
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|
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|
HBW Advisory Services LLC
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Financial Council Asset Management Inc
|
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|
Dearborn Partners Llc
|
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|
United Advisor Group, LLC
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
XML Financial, LLC
|
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|
First Heartland Consultants, Inc.
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
Your Advocates Ltd., LLP
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Wealth Group, Ltd.
|
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|
Reaves W H & Co Inc
|
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|
Janus Henderson Group Plc
|
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|
Camelot Portfolios, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
PIMCO Energy & Tactical Credit Opportunities Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Fort Henry Capital, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
potrero capital research llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Lindbrook Capital, Llc
|
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Lake Hills Wealth Management, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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|
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|
Cwm, Llc
|
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|
Sovran Advisors, LLC
|
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Signature Estate & Investment Advisors Llc
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FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
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|
Rosenberg Matthew Hamilton
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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|
AdvisorShares Investments LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
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Wcm Investment Management, Llc
|
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PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
|
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|
Consolidated Portfolio Review Corp
|
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|
US Asset Management LLC
|
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Thames Capital Management Llc
|
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Group One Trading, L.p.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Fractal Investments LLC
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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MSH Capital Advisors LLC
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Bailard, Inc.
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Linden Thomas Advisory Services, LLC
|
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Perritt Capital Management Inc
|
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Generali Asset Management SPA SGR
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Moloney Securities Asset Management, LLC
|
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Meyer Handelman Co
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Clarity Financial LLC
|
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Smartleaf Asset Management LLC
|
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Journey Advisory Group, LLC
|
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Pin Oak Investment Advisors Inc
|
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Valmark Advisers, Inc.
|
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4J Wealth Management LLC
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GDS Wealth Management
|
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Portland Global Advisors LLC
|
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PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
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Voloridge Investment Management, Llc
|
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Regal Investment Advisors LLC
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Russell Investments Group, Ltd.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Becker Capital Management Inc
|
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|
Private Management Group Inc
|
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Arkadios Wealth Advisors
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
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|
NCM Capital Management, LLC
|
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|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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Prentiss Smith & Co Inc
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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Kessler Investment Group, LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Headland Capital, LLC
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Northern Trust Corp
|
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|
Banque Cantonale Vaudoise
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Sit Investment Associates Inc
|
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Keb Asset Management, Llc
|
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Cullen/frost Bankers, Inc.
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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Intact Investment Management Inc.
|
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HFG Advisors, Inc.
|
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Securian Asset Management, Inc
|
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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|
CHICAGO TRUST Co NA
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Advisors Asset Management, Inc.
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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|
Bahl & Gaynor Inc
|
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|
Tema ETF Trust - Tema Electrification ETF
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Southland Equity Partners LLC
|
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|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
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|
|
ZEGA Investments, LLC
|
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|
Draper Asset Management, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Sofos Investments, Inc.
|
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|
IronOak Wealth LLC.
|
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|
Westend Capital Management LLC
|
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|
Aspect Partners, LLC
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
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|
Cloverfields Capital Group, Lp
|
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|
|
Valley National Advisers Inc
|
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|
|
Assetmark, Inc
|
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|
Woodline Partners LP
|
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|
Independence Bank of Kentucky
|
|
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|
Camden Capital, LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Avala Global LP
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
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Hengehold Capital Management Llc
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Wd Rutherford Llc
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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|
Quartz Partners, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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|
International Assets Investment Management, Llc
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Quest 10 Wealth Builders, Inc.
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Financial Perspectives, Inc
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Dynamic Wealth Strategies, LLC
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Buckingham Strategic Partners
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CI Private Wealth, LLC
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Journey Strategic Wealth Llc
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Friedenthal Financial
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
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|
Exchange Capital Management, Inc.
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Atlantic Union Bankshares Corp
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
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STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
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Semper Augustus Investments Group Llc
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Douglass Winthrop Advisors, LLC
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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Traveka Wealth, LLC
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Greenland Capital Management LP
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First American Trust, Fsb
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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Alpha Financial Partners, LLC
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF
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Kaizen Financial Strategies
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Genesis Private Wealth, Llc
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True Wealth Design, LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
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Financial Insights, Inc.
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Callahan Advisors, LLC
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CJM Wealth Advisers, Ltd.
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
Red Tortoise LLC
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Van Hulzen Asset Management, LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Harwood Advisory Group, LLC
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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STRV - EA Series Trust - Strive 500 ETF
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Private Trust Co Na
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Assenagon Asset Management S.A.
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
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|
Costello Asset Management, INC
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CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
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Wealthspire Advisors, LLC
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Monetary Management Group Inc
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VCULX - VALIC Co I - Growth Fund
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Caisse De Depot Et Placement Du Quebec
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Arete Wealth Advisors, LLC
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Clarius Group, LLC
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Mowery & Schoenfeld Wealth Management, LLC
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AlphaStar Capital Management, LLC
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Qtron Investments LLC
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Copia Wealth Management
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Sittner & Nelson, Llc
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Lido Advisors, LLC
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Ulysses Management LLC
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SOL Capital Management CO
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AlTi Global, Inc.
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Td Asset Management Inc
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Ameritas Advisory Services, LLC
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Paradigm Asset Management Co Llc
|
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FORA Capital, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
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|
Bingham Private Wealth, Llc
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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|
Rakuten Securities, Inc.
|
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|
California Public Employees Retirement System
|
|
|
|
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|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
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|
Vermillion & White Wealth Management Group, LLC
|
|
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|
Acas, Llc
|
|
|
|
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|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
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|
Glynn Capital Management Llc
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Cornerstone Advisory, LLC
|
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|
Successful Portfolios LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
|
Van Cleef Asset Management,Inc
|
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|
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|
Allred Capital Management, LLC
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Exencial Wealth Advisors, Llc
|
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ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
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|
AMF Pensionsforsakring AB
|
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|
MYDA Advisors LLC
|
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|
Aries Wealth Management
|
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|
PDS Planning, Inc
|
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|
|
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|
U S Global Investors Inc
|
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|
|
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|
International Private Wealth Advisors LLC
|
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|
Gemmer Asset Management LLC
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|
|
Gifford Fong Associates
|
|
|
|
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|
J.w. Cole Advisors, Inc.
|
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|
Kingsman Wealth Management, Inc.
|
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|
Roof Eidam & Maycock/adv
|
|
|
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|
Wealthquest Corp
|
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|
FIL Ltd
|
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Pennant Investors, Lp
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Eldridge Investment Advisors, Inc.
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
Parkworth Wealth Management, Inc.
|
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|
Lummis Asset Management, LP
|
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|
Hilltop Holdings Inc.
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Brandywine Trust Co
|
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|
Kestra Private Wealth Services, Llc
|
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|
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|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
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|
Summit Place Financial Advisors, LLC
|
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|
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares
|
|
|
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Boston Trust Walden Corp
|
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|
Hardy Reed LLC
|
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Bank of Marin
|
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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|
Rockbridge Investment Management, LCC
|
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Koss-Olinger Consulting, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Trust Co
|
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Ancora Advisors, LLC
|
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Equitable Holdings, Inc.
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
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|
Bfsg, Llc
|
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Princeton Capital Management Llc
|
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Melfa Wealth Management, Llc
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
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|
|
Logan Capital Management Inc
|
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|
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|
Glenmede Trust Co Na
|
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DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
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|
North Capital, Inc.
|
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|
Northstar Group, Inc.
|
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Putney Financial Group LLC
|
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Northstar Advisory Group, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
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|
Caldwell Securities, Inc
|
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|
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CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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|
Tyche Wealth Partners LLC
|
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|
First United Bank Trust/
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Ascent Wealth Partners, LLC
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
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|
SBI Securities Co., Ltd.
|
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|
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NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
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|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
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|
Maryland Capital Advisors Inc.
|
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Beck Capital Management, Llc
|
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Oxford Asset Management Llp
|
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|
Deutsche Bank Ag\
|
|
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|
DSG Capital Advisors, LLC
|
|
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|
Vicus Capital
|
|
|
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|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
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|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
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|
|
Breakwater Capital Group
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
|
|
Panagora Asset Management Inc
|
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|
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|
|
Cohen Capital Management, Inc.
|
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|
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|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
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|
SIR Capital Management, L.P.
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
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|
|
Guardian Financial Partners, LLC
|
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|
|
Norden Group Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Security Financial Services, INC.
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Seacrest Wealth Management, Llc
|
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Calamos Global Total Return Fund
|
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|
Sutton Place Investors Llc
|
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|
ORG Partners LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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Mma Asset Management Llc
|
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Artemis Investment Management LLP
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|
Channel Wealth Llc
|
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PrairieView Partners, LLC
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
Tcfg Wealth Management, Llc
|
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|
Ignite Planners, LLC
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Cypress Capital Group
|
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Curated Wealth Partners LLC
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|
Gotham Asset Management, LLC
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|
Royal Bank Of Canada
|
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|
Capital Wealth Planning, LLC
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|
Morton Brown Family Wealth, LLC
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|
Blue Edge Capital, LLC
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|
Heritage Wealth Management, Inc.
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Tidemark, LLC
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Geode Capital Management, Llc
|
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CenterBook Partners LP
|
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Hamel Associates, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
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|
Opal Wealth Advisors, LLC
|
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Eisler Capital Management Ltd.
|
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Summit Global Investments
|
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Savant Capital, LLC
|
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Monarch Capital Management Inc/
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Shorepoint Capital Partners LLC
|
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Dunhill Financial, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
Lazari Capital Management, Inc.
|
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|
Principal Street Partners, LLC
|
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First Bancorp, Inc /ME/
|
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Mill Capital Management, LLC
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ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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|
CRA Financial Services, LLC
|
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|
Avondale Wealth Management
|
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O'Neil Global Advisors, Inc.
|
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Tufton Capital Management
|
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Steward Partners Investment Advisory, Llc
|
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Avion Wealth
|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
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|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
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|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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Armstrong Advisory Group, Inc
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Signet Investment Advisory Group, Inc.
|
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Chicago Partners Investment Group LLC
|
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|
Partners in Financial Planning
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Green Harvest Asset Management LLC
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Twin Focus Capital Partners, Llc
|
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|
Dorsey Wright & Associates
|
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|
Hallmark Capital Management Inc
|
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|
Wealthfront Advisers Llc
|
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|
Aptus Capital Advisors, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
Nordea Investment Management Ab
|
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|
|
National Pension Service
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
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|
Dimensional Fund Advisors Lp
|
|
|
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|
Clearbridge Investments, LLC
|
|
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|
Whipplewood Advisors, LLC
|
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|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
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|
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|
Enterprise Financial Services Corp
|
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|
Teamwork Financial Advisors, LLC
|
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|
Gabelli Dividend & Income Trust
|
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|
Three Seasons Wealth, LLC
|
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|
Liberty All Star Growth Fund Inc.
|
|
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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|
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|
Brandywine Oak Private Wealth Llc
|
|
|
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|
Tradition Wealth Management, LLC
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
|
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|
Breed's Hill Capital LLC
|
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|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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|
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|
Bard Financial Services, Inc.
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Retirement Capital Strategies
|
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Park Avenue Securities Llc
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Verition Fund Management LLC
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FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
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|
Trexquant Investment LP
|
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|
Manufacturers Life Insurance Company, The
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
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|
Fort Vancouver Investment Management, LLC
|
|
|
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|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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|
|
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|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
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|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Baird Financial Group, Inc.
|
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|
|
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|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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|
OMNI 360 Wealth, Inc.
|
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St Germain D J Co Inc
|
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Cohen Klingenstein LLC
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Montag A & Associates Inc
|
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New York State Common Retirement Fund
|
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
SCS Capital Management LLC
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|
Heritage Wealth Advisors
|
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Tactive Advisors, LLC
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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|
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|
1858 Wealth Management, Llc
|
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Convergence Investment Partners, LLC
|
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Northwest Capital Management Inc
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Ameliora Wealth Management Ltd.
|
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Clean Yield Group
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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|
|
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|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
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|
Inspire Advisors, LLC
|
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Segment Wealth Management, LLC
|
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First Wilshire Securities Management Inc
|
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|
Cascades Capital Asset Management, LLC
|
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Graney & King, LLC
|
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First Foundation Advisors
|
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Valiant Capital Management, L.P.
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
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|
Integrated Investment Consultants, LLC
|
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|
Bear Mountain Capital, Inc.
|
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NewSquare Capital LLC
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
First Citizens Bank & Trust Co
|
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|
Osborne Partners Capital Management, Llc
|
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
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|
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|
Clifford Swan Investment Counsel Llc
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Ocean Capital Management, LLC
|
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Nichols & Pratt Advisers Llp /ma
|
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|
Krs Capital Management, Llc
|
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Credit Agricole S A
|
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One Madison Group Llc
|
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|
Handelsbanken Fonder AB
|
|
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|
Ballentine Partners, LLC
|
|
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|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
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|
Trillium Asset Management, Llc
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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|
|
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|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
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|
Jpmorgan Chase & Co
|
|
|
|
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|
Redwood Investments, LLC
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Kinetic Partners Management, LP
|
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|
Tudor Investment Corp Et Al
|
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|
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|
Burkett Financial Services, Llc
|
|
|
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|
Value Aligned Research Advisors, LLC
|
|
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|
Perkins Coie Trust Co
|
|
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|
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|
Decker Retirement Planning Inc.
|
|
|
|
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|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
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|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Argyle Capital Management Inc.
|
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|
Scott Marsh Financial, LLC
|
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|
Stifel Financial Corp
|
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|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
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|
|
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|
Rsm Us Wealth Management Llc
|
|
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|
Rps Advisory Solutions Llc
|
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|
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|
Pinnacle Associates Ltd
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
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|
Genus Capital Management Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
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|
Nbt Bank N A /ny
|
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|
EHP Funds Inc.
|
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|
Altfest L J & Co Inc
|
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|
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|
Wells Fargo & Company/mn
|
|
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|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
Asset Allocation & Management Company, LLC
|
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|
Leavell Investment Management, Inc.
|
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|
Key FInancial Inc
|
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|
Welch & Forbes Llc
|
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|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
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|
PFG Investments, LLC
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
|
Bridges Investment Management Inc
|
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|
Tevis Investment Management
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
Gts Securities Llc
|
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|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
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|
Everpar Advisors Llc
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
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|
Morgan Stanley
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
|
|
Roundview Capital LLC
|
|
|
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|
Beck Mack & Oliver Llc
|
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|
Gsa Capital Partners Llp
|
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|
Fiduciary Trust Co
|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Nierenberg Investment Management Company, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
FRNW - FIDELITY COVINGTON TRUST - Fidelity Clean Energy ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
American Assets Capital Advisers, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
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|
|
Csenge Advisory Group
|
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|
Alta Advisers Ltd
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Keel Point, LLC
|
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|
Stonebridge Financial Group, LLC
|
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Ubs Oconnor Llc
|
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Tower Research Capital LLC (TRC)
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Waters Parkerson & Co., Llc
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Prudential Plc
|
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|
BigSur Wealth Management LLC
|
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|
Auto-Owners Insurance Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
First Horizon Advisors, Inc.
|
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Pinnbrook Capital Management Lp
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
State Street Corp
|
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Vaughan David Investments Inc/il
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Foundations Investment Advisors, LLC
|
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GPS Wealth Strategies Group, LLC
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
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|
Field & Main Bank
|
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Syverson Strege & Co
|
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Berkshire Bank
|
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CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF
|
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|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
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|
Douglas Lane & Associates, LLC
|
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Silverlake Wealth Management Llc
|
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TARKX - Clark Fork Trust - Tarkio Fund
|
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Viking Fund Management Llc
|
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Sierra Ocean, Llc
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
LRI Investments, LLC
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
Wedge Capital Management L L P/nc
|
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|
Quaker Wealth Management, LLC
|
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|
Wealth Effects Llc
|
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Strengthening Families & Communities, LLC
|
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|
O'Brien Wealth Partners LLC
|
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|
Smith Anglin Financial, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
GHP Investment Advisors, Inc.
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Bank Of Nova Scotia
|
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Crescent Grove Advisors, LLC
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
M&t Bank Corp
|
|
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|
|
Sagefield Capital LP
|
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Private Advisory Group LLC
|
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|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
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|
Mindset Wealth Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
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|
|
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
|
Marotta Asset Management
|
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|
Equitable Trust Co
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Flight Deck Capital, LP
|
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|
Swedbank AB
|
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|
Little House Capital Llc
|
|
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|
|
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Consolidated Press International Holdings Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
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|
Secure Asset Management, LLC
|
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|
Stock Yards Bank & Trust Co
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Prelude Capital Management, Llc
|
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|
Cullen Investment Group, Ltd.
|
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|
Axiom International Investors Llc /de
|
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|
Fiduciary Alliance LLC
|
|
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|
Terra Nova Asset Management LLC
|
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|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Gries Financial Llc
|
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|
Dupree Financial Group, LLC
|
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|
Stone Run Capital, Llc
|
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|
Financially Speaking Inc
|
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|
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|
Claro Advisors LLC
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
Davis Investment Partners, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
Marathon Trading Investment Management LLC
|
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|
Guardian Asset Advisors, LLC
|
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|
Drive Wealth Management, Llc
|
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|
Plimoth Trust Co Llc
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
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|
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|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
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|
Sagace Wealth Management LLC
|
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|
|
|
Victrix Investment Advisors
|
|
|
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|
Global Assets Advisory, LLC
|
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|
Voya Investment Management Llc
|
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|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
|
|
Schonfeld Strategic Advisors LLC
|
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|
|
|
Bradley Foster & Sargent Inc/ct
|
|
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|
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|
Hanson & Doremus Investment Management
|
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|
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|
WealthCollab, LLC
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
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|
Westmount Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
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|
|
|
Allworth Financial LP
|
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|
|
Goldman Sachs Group Inc
|
|
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|
CWA Asset Management Group, LLC
|
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|
Toronto Dominion Bank
|
|
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|
Quintet Private Bank (Europe) S.A.
|
|
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|
|
Duff & Phelps Investment Management Co
|
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|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
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|
|
Aqr Capital Management Llc
|
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|
|
Mark Asset Management Lp
|
|
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|
Codex Capital Asset Management L.L.C.
|
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|
Trium Capital LLP
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
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Cushing Renaissance Fund
|
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ProShare Advisors LLC
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
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|
Disciplined Investors, L.L.C.
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
CMG Global Holdings, LLC
|
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|
Erste Asset Management GmbH
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
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|
Bragg Financial Advisors, Inc
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Versant Capital Management, Inc
|
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Robertson Stephens Wealth Management, LLC
|
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|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
Bowman & Co S.C.
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|
Millennium Management Llc
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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|
Garde Capital, Inc.
|
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|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
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|
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|
Eukles Asset Management
|
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|
Constitution Capital LLC
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
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|
Garrett Wealth Advisory Group, LLC
|
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|
Lakeridge Wealth Management LLC
|
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|
Beacon Financial Advisory LLC
|
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|
HighTower Advisors, LLC
|
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Twin Lakes Capital Management, LLC
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Plante Moran Financial Advisors, LLC
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Kovitz Investment Group Partners, LLC
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Advisory Alpha, LLC
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Moseley Investment Management Inc
|
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Kera Capital Partners, Inc.
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Qrg Capital Management, Inc.
|
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FT Vest Rising Dividend Achievers Total Return Fund
|
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|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Boston Private Wealth Llc
|
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Stonegate Investment Group, LLC
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Quantinno Capital Management LP
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Pingora Partners LLC
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
Oppenheimer Asset Management Inc.
|
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Ceredex Value Advisors LLC
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Kanawha Capital Management Llc
|
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NovaPoint Capital, LLC
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Cidel Asset Management Inc
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Principal Financial Group Inc
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Wolverine Trading, Llc
|
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Xcel Wealth Management, LLC
|
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Cacti Asset Management Llc
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
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|
Td Private Client Wealth Llc
|
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Atlantic Trust, LLC
|
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
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|
Prosperity Consulting Group, LLC
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
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|
Boit C F David
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
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|
Marks Group Wealth Management, Inc
|
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Mendel Money Management
|
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|
Avestar Capital, LLC
|
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Wellington Capital Management, Inc.
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Cyndeo Wealth Partners, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Griffin Asset Management, Inc.
|
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Mitsubishi UFJ Trust & Banking Corp
|
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|
Pallas Capital Advisors LLC
|
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|
PMV Capital Advisers, LLC
|
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|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
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|
Flagship Wealth Advisors, Llc
|
|
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|
Cherry Creek Investment Advisors, Inc.
|
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|
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|
Stableford Capital Ii Llc
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
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|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
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|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
