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