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Capital & Planning, Llc
|
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|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
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|
Ameriflex Group, Inc.
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
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|
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|
Luken Investment Analytics, LLC
|
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|
Archford Capital Strategies, LLC
|
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
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|
Advisor OS, LLC
|
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|
Sanders Morris Harris Llc
|
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BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
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|
BlackRock ETF Trust - BlackRock International Dividend ETF
|
|
|
|
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|
Smart Portfolios, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
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|
Quantinno Capital Management LP
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
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|
Bragg Financial Advisors, Inc
|
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Arnhold LLC
|
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|
Savvy Advisors, Inc.
|
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BIP Wealth, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
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|
Northwestern Mutual Wealth Management Co
|
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|
PKO Investment Management Joint-Stock Co
|
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Two Sigma Advisers, Lp
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Forum Financial Management, LP
|
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|
Strategies Wealth Advisors, LLC
|
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|
Excalibur Management Corp
|
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|
Welch & Forbes Llc
|
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|
Sterling Capital Management LLC
|
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|
Greenland Capital Management LP
|
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|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
|
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|
Sandler Capital Management
|
|
|
|
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|
Skopos Labs, Inc.
|
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|
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Hsbc Holdings Plc
|
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Stockman Wealth Management, Inc.
|
|
|
|
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
Bailard, Inc.
|
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|
Montecito Bank & Trust
|
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|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
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|
Binnacle Investments Inc
|
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|
Campion Asset Management LLC
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
|
|
Norden Group Llc
|
|
|
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
Balentine LLC
|
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|
|
ICONIQ Capital, LLC
|
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|
Physicians Financial Services, Inc.
|
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|
Holos Integrated Wealth LLC
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Parcion Private Wealth LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Strait & Sound Wealth Management LLC
|
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|
Farmers & Merchants Investments Inc
|
|
|
|
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|
New York Life Investment Management Llc
|
|
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|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
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|
Patton Fund Management, Inc.
|
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|
Russell Investments Group, Ltd.
|
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|
Bnp Paribas
|
|
|
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|
Atria Investments Llc
|
|
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|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
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|
Atlas Capital Advisors Llc
|
|
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
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|
|
Community Bank, N.A.
|
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|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
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|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
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|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
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|
Trustco Bank Corp N Y
|
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|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
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|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Burke & Herbert Bank & Trust Co
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
Maven Securities LTD
|
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|
F/M Investments LLC
|
|
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VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
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|
Us Bancorp \de\
|
|
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Aft, Forsyth & Company, Inc.
|
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ETF Portfolio Partners, Inc.
|
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TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
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|
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|
Element Wealth, LLC
|
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|
Osterweis Capital Management Inc
|
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|
Canandaigua National Bank & Trust Co
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
Holocene Advisors, LP
|
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Argent Capital Management Llc
|
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Tredje AP-fonden
|
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Spartan Planning & Wealth Management
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
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|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
Summitry Llc
|
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|
Emprise Bank
|
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|
Pathway Financial Advisers, LLC
|
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|
Independent Advisor Alliance
|
|
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|
Platform Technology Partners
|
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|
NewEdge Wealth, LLC
|
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|
|
Clarius Group, LLC
|
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|
Securian Asset Management, Inc
|
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|
Smith Anglin Financial, LLC
|
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Woodmont Investment Counsel Llc
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
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|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
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|
|
Drystone LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
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|
|
Beaird Harris Wealth Management, LLC
|
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|
IFP Advisors, Inc
|
|
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|
|
Moody Lynn & Lieberson, Llc
|
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
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|
|
TPG Financial Advisors, LLC
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|
SCS Capital Management LLC
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|
Brucke Financial, Inc.
|
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|
Swan Global Investments, LLC
|
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|
United Capital Financial Advisers, Llc
|
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|
Capital Market Strategies LLC
|
|
|
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|
|
Argonautica Private Wealth Management, Inc
|
|
|
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|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
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|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
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|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Syverson Strege & Co
|
|
|
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|
|
Birmingham Capital Management Co Inc/al
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
CBOE Vest Financial, LLC
|
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|
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|
Viking Fund Management Llc
|
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TFC Financial Management
|
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|
Harvest Portfolios Group Inc.
|
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|
Rockland Trust Co
|
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|
Graypoint LLC
|
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|
Ninety One UK Ltd
|
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|
Annex Advisory Services, LLC
|
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|
Maryland Capital Advisors Inc.
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Daymark Wealth Partners, Llc
|
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|
Td Asset Management Inc
|
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|
Schwartz Investment Counsel Inc
|
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|
Hamlin Capital Management, LLC
|
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|
Measured Risk Portfolios, Inc.
|
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|
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|
Arrow Financial Corp
|
|
|
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|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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|
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|
Journey Strategic Wealth Llc
|
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|
Treasurer of the State of North Carolina
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Cultivar Capital, Inc.
|
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Eukles Asset Management
|
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Northwestern Mutual Investment Management Company, Llc
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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Capitolis Liquid Global Markets LLC
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
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|
Wealthcare Advisory Partners LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
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|
Baker Avenue Asset Management, LP
|
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Berry Wealth Group, LP
|
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PharVision Advisers, LLC
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Evelyn Partners Investment Management Services Ltd
|
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|
Legacy Financial Advisors, Inc.
|
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Kestra Advisory Services, LLC
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
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|
Horizons Wealth Management
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
|
Boston Private Wealth Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
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|
Tiaa Trust, National Association
|
|
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
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|
Generali Investments, Management Co LLC
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
German American Bancorp, Inc.
|
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|
Lcnb Corp
|
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
|
Morton Community Bank
|
|
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|
|
Colony Group, LLC
|
|
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|
|
OneAscent Financial Services LLC
|
|
|
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|
|
Capital Advisors Inc/ok
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
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|
|
Van Eck Associates Corp
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
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|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Talos Asset Management LP
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Balyasny Asset Management Llc
|
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|
Waterloo Capital, L.P.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
Headinvest, Llc
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|
Clark Capital Management Group, Inc.
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Cornerstone Advisory, LLC
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|
Black Creek Investment Management Inc.
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Envestnet Portfolio Solutions, Inc.
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Quarry LP
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ABLE Financial Group, LLC
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Halbert Hargrove Global Advisors, Llc
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Twin Capital Management Inc
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Tower Bridge Advisors
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Profunds - Profund Vp Large-cap Value
|
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United Bank
|
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United Asset Strategies, Inc.
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Meridian Wealth Management, LLC
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
CMG Global Holdings, LLC
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Burling Wealth Partners, Llc
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Beese Fulmer Investment Management, Inc.
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South Plains Financial, Inc.
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CBIZ Investment Advisory Services, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Pinnacle West Asset Management, Inc.
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Itau Unibanco Holding S.A.
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Amica Retiree Medical Trust
|
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Smith Group Asset Management, LLC
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Mbb Public Markets I Llc
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Bradley Foster & Sargent Inc/ct
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Walleye Capital LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Moors & Cabot, Inc.
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Worldquant Millennium Advisors Llc
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Clal Insurance Enterprises Holdings Ltd
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Umb Bank N A/mo
|
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Gamco Investors, Inc. Et Al
|
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JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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Cottonwood Capital Advisors, Llc
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Alpha Financial Partners, LLC
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Hudson Bay Capital Management LP
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Amundi
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
Cardinal Capital Management, Inc.
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Mairs & Power Inc
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Fisher Asset Management, LLC
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Hills Bank & Trust Co
|
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Avion Wealth
|
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Fortem Financial Group, Llc
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Lmcg Investments, Llc
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Canada Pension Plan Investment Board
|
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Westside Investment Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Roxbury Financial LLC
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Legal & General Group Plc
|
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New Millennium Group LLC
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
Cooper Financial Group
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
Five Oceans Advisors
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
Agf Management Ltd
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
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|
Lvm Capital Management Ltd/mi
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
Tritonpoint Wealth, Llc
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
D.B. Root & Company, LLC
|
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|
Sofos Investments, Inc.
|
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|
Bank Of America Corp /de/
|
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|
MGB Wealth Management, LLC
|
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|
University Of Texas/texas Am Investment Managment Co
|
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|
Strategic Wealth Designers
|
|
|
|
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|
Kmg Fiduciary Partners, Llc
|
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|
Jacobi Capital Management LLC
|
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|
Kendall Capital Management
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
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|
Boreal Capital Management LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
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|
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Zeno Equity Partners LLP
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Flagship Harbor Advisors, Llc
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
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LOM Asset Management Ltd
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Park Square Financial Group, LLC
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Advisors Capital Management, LLC
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BOK Financial Private Wealth, Inc.
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Tamar Securities, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
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ICICI Prudential Asset Management Co Ltd
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Radnor Capital Management, LLC
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BankPlus Trust Department
|
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Global X Japan Co., Ltd.
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JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
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Fiduciary Trust Co
|
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Knollwood Investment Advisory, LLC
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Evermay Wealth Management Llc
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TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
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South Dakota Investment Council
|
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Buckingham Strategic Partners
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Greenfield Savings Bank
|
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Navellier & Associates Inc
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Verus Capital Partners, Llc
|
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Independence Bank of Kentucky
|
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Atalanta Sosnoff Capital, Llc
|
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Crowley Wealth Management, Inc.
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Prudent Man Advisors, LLC
|
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Putnam Fl Investment Management Co
|
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First Western Trust Bank
|
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Searle & Co.
|
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Regent Peak Wealth Advisors LLC
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Core Alternative Capital
|
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Sheets Smith Wealth Management
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Haverford Trust Co
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Arcataur Capital Management LLC
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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TBG - EA Series Trust - TBG Dividend Focus ETF
|
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Eastern Bank
|
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Cobler Capital Management, LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Allianzgi Equity & Convertible Income Fund
|
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Colonial Trust Advisors
|
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Guardian Investment Management
|
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DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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Abbot Financial Management, Inc.
|
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Financial Engines Advisors L.L.C.
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Deltec Asset Management Llc
|
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Charter Trust Co
|
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HF Advisory Group, LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Sachetta, LLC
|
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Cary Street Partners Financial Llc
|
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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Equitable Trust Co
|
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Courier Capital Llc
|
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Ackerman Capital Advisors, LLC
|
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Commerzbank Aktiengesellschaft /fi
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
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|
Beaton Management Co. Inc.
|
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Brown Brothers Harriman & Co
|
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London Co Of Virginia
|
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|
Trillium Asset Management, Llc
|
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|
Winch Advisory Services, LLC
|
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|
Lowe Wealth Advisors, LLC
|
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|
Naples Global Advisors, Llc
|
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|
Battery Global Advisors, LLC
|
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|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
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|
|
Central Bank & Trust Co
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
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|
First Merchants Corp
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
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|
Sequoia Financial Advisors, LLC
|
|
|
|
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|
Mufg Securities Americas Inc.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
WJ Interests, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
|
|
Vista Wealth Management Group, LLC
|
|
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|
Grayhawk Investment Strategies Inc.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
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|
First Financial Bankshares Inc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
|
|
|
Costello Asset Management, INC
|
|
|
|
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|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
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|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
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|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
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|
|
Empirical Finance, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
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|
Howard Capital Management Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
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|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
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|
Rockline Wealth Management, LLC
|
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|
Kirtland Hills Capital Management, Llc
|
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Bristol John W & Co Inc /ny/
|
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|
McGowan Group Asset Management, Inc.
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
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|
Taylor Frigon Capital Management LLC
|
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|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
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|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
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|
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|
Handelsbanken Fonder AB
|
|
|
|
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
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|
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|
Field & Main Bank
|
|
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|
Long Run Wealth Advisors, LLC
|
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|
YHB Investment Advisors, Inc.
|
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Pin Oak Investment Advisors Inc
|
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Warner Financial, Inc
|
|
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|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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Caisse De Depot Et Placement Du Quebec
|
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AlTi Global, Inc.
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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Robeco Schweiz AG
|
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Garda Capital Partners Lp
|
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Blume Capital Management, Inc.
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
Mackenzie Financial Corp
|
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Baader Bank INC
|
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
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|
Callahan Advisors, LLC
|
|
|
|
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CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
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|
Jpmorgan Chase & Co
|
|
|
|
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|
Opal Wealth Advisors, LLC
|
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|
Gladstone Institutional Advisory LLC
|
|
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|
|
Consolidated Planning Corp
|
|
|
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|
Hilltop Holdings Inc.
|
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|
Azzad Asset Management Inc /adv
|
|
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|
Iyo Bank, Ltd.
|
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|
Transatlantique Private Wealth Llc
|
|
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|
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|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
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|
Sage Mountain Advisors LLC
|
|
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|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
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|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
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|
|
|
|
L.m. Kohn & Company
|
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|
|
|
|
Promus Capital, LLC
|
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|
|
|
|
PUREfi Wealth, LLC
|
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|
|
|
|
OV Management LLC
|
|
|
|
|
|
M&G Plc
|
|
|
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|
|
Korea Investment CORP
|
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|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Anb Bank
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
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|
Impact Capital Partners LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
SummitTX Capital, L.P.
|
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|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
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|
PayPay Securities Corp
|
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|
Stiles Financial Services Inc
|
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|
City Holding Co
|
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|
Integrity Alliance, Llc.
|
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|
Vista Investment Partners Llc
|
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|
Green Square Capital Advisors Llc
|
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|
Howard Capital Management Group, LLC
|
|
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|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
NZS Capital, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Blackrock Enhanced International Dividend Trust
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Dynamic Wealth Strategies, LLC
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|
Doliver Advisors, Lp
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Mitsubishi UFJ Trust & Banking Corp
|
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Hilltop National Bank
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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DT Investment Partners, LLC
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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Traphagen Investment Advisors Llc
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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|
Jacobsen Capital Management
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Police & Firemen's Retirement System of New Jersey
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Fiera Capital Corp
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Ashton Thomas Securities, Llc
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J. Goldman & Co LP
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First United Bank Trust/
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Lyell Wealth Management, Lp
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Moneta Group Investment Advisors Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Bell Bank
|
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|
Roffman Miller Associates Inc /pa/
|
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BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
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Bridges Investment Management Inc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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TCI Wealth Advisors, Inc.
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
WASHINGTON TRUST Co
|
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Financial Perspectives, Inc
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Marshall & Sterling Wealth Advisors Inc.
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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Ridgewood Investments LLC
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Etesian Wealth Advisors, Inc.
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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State Farm Mutual Automobile Insurance Co
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Thrivent Financial For Lutherans
|
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
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DiNuzzo Private Wealth, Inc.
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Beaumont Asset Management, L.L.C.
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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Baltimore-Washington Financial Advisors, Inc.
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GoalVest Advisory LLC
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Portland Global Advisors LLC
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Schonfeld Strategic Advisors LLC
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Matauro, Llc
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Banque Cantonale Vaudoise
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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Gateway Investment Advisers Llc
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Empowered Funds, LLC
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Sand Hill Global Advisors, LLC
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Freestone Capital Holdings, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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Investment Advisory Services Inc /tx /adv
|
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Sumitomo Mitsui Trust Holdings, Inc.
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Malaga Cove Capital, LLC
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Nicholas Hoffman & Company, LLC.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Fruth Investment Management
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Brighton Jones Llc
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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Delta Financial Advisors Llc
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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McAdam, LLC
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SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
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Thoroughbred Financial Services, Llc
|
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Olstein Capital Management, L.P.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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North Growth Management Ltd.
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Wellington Management Group Llp
|
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Cerro Pacific Wealth Advisors LLC
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
GWM Advisors LLC
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|
Wealthstar Advisors, Llc
|
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Atlas Private Wealth Advisors
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
Great Lakes Retirement, Inc.
|
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CVA Family Office, LLC
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Westpac Banking Corp
|
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|
Kestra Private Wealth Services, Llc
|
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|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Sepio Capital, LP
|
|
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|
Secured Retirement Advisors, Llc
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
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|
CenterBook Partners LP
|
|
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|
Vinva Investment Management Ltd
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
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|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Cornerstone Planning Group LLC
|
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|
Highview Capital Management LLC/DE/
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Gillespie Robinson & Grimm Inc
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Acadian Asset Management Llc
|
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GW&K Investment Management, LLC
|
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Boston Research & Management Inc
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Fort Point Capital Partners LLC
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bLong Financial, LLC
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Alphadyne Asset Management, LLC
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|
Trust Co Of Virginia /va
|
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Strs Ohio
|
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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
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|
VisionPoint Advisory Group, LLC
|
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|
Rakuten Investment Management, Inc.
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Principal Financial Group Inc
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Vontobel Holding Ltd.
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Federation des caisses Desjardins du Quebec
|
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Kiker Wealth Management, LLC
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Benin Management CORP
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Gifford Fong Associates
|
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Mirae Asset Global Investments Co., Ltd.
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Sargent Investment Group, LLC
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PYA Waltman Capital, LLC
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Money Concepts Capital Corp
|
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Highland Capital Management, Llc
|
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Merit Financial Group, LLC
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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|
Sanibel Captiva Trust Company, Inc.
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Prudential Financial Inc
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Gabelli Equity Trust Inc
|
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Qube Research & Technologies Ltd
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
McIlrath & Eck, LLC
|
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Xponance, Inc.
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Papamarkou Wellner Asset Management inc.
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Ing Groep Nv
|
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SFE Investment Counsel
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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Sarasin & Partners LLP
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Center for Financial Planning, Inc.
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Northern Oak Wealth Management Inc
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Mitchell Mcleod Pugh & Williams Inc
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MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
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Perennial Investment Advisors, LLC
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National Bank Of Canada /fi/
|
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Curat Global, LLC
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Circle Wealth Management, LLC
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Johnson Financial Group, Inc.
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Caption Management, LLC
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ISAM Funds (UK) Ltd
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W Advisors, Llc
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VELA Funds - VELA Income Opportunities Fund Class A
|
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Capital Investment Counsel, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Amica Mutual Insurance Co
|
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Sumitomo Mitsui Financial Group, Inc.
|
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Barrett & Company, Inc.
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Prosperity Consulting Group, LLC
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Guerra Pan Advisors, Llc
|
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Affinity Capital Advisors, LLC
|
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Fiduciary Alliance LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Jacobson & Schmitt Advisors, Llc
|
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|
First American Bank
|
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|
Norway Savings Bank
|
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Whittier Trust Co Of Nevada Inc
|
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|
Laurion Capital Management LP
|
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Valley Brook Capital Group, Inc.
|
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Simplicity Wealth,LLC
|
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44 Wealth Management Llc
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
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|
|
McKinley Carter Wealth Services, Inc.
|
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|
La Banque Postale Asset Management SA
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
Public Sector Pension Investment Board
|
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|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
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|
|
Carrera Capital Advisors
|
|
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|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
Birchcreek Wealth Management, LLC
|
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|
Callan Family Office, LLC
|
|
|
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|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Lynch & Associates/in
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
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|
Icon Wealth Advisors, LLC
|
|
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|
Camden National Bank
|
|
|
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|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Texas Yale Capital Corp.
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Cornerstone Select Advisors, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
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|
Auxano Advisors, LLC
|
|
|
|
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|
Becker Capital Management Inc
|
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|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
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|
Brookstone Capital Management
|
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Dagco, Inc.
|
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XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
Ritholtz Wealth Management
|
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|
Marks Group Wealth Management, Inc
|
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D. E. Shaw & Co., Inc.
|
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Ag2r La Mondiale Gestion D'actifs
|
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St. Louis Trust Co
|
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Edmond De Rothschild Holding S.a.
|
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Assetmark, Inc
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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|
Citigroup Inc
|
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|
Quantum Private Wealth, LLC
|
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Strata Wealth Advisors, LLC
|
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|
Sovereign Financial Group, Inc.
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Findlay Park Partners LLP
|
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Ransom Advisory, Ltd
|
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CX Institutional
|
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|
Global Trust Asset Management, LLC
|
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Resources Investment Advisors, LLC.
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Stephens Inc /ar/
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Summit Wealth Group Llc / Co
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
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|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
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|
Cypress Asset Management Inc/tx
|
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Calamos Wealth Management LLC
|
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|
Hemington Wealth Management
|
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Financial Network Wealth Advisors LLC
|
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|
Legal Advantage Investments, Inc.
|
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|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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Torray Llc
|
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|
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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|
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|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
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|
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|
Curbstone Financial Management Corp
|
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
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|
Morningstar Investment Services LLC
|
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|
New Mexico Educational Retirement Board
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
CenterStar Asset Management, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
STF Management LP
|
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|
Transamerica Financial Advisors, Inc.
|
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|
SBI Securities Co., Ltd.
|
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|
Noble Wealth Management PBC
|
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|
|
Karani Asset Management LLC
|
|
|
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|
|
Cinctive Capital Management LP
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
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|
Everett Harris & Co /ca/
|
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|
First Command Advisory Services, Inc.
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
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|
Main Street Research LLC
|
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|
Pacifica Partners Inc.
|
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|
American Trust
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
One Capital Management, LLC
|
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|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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|
Wetherby Asset Management Inc
|
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|
Schroder Investment Management Group
|
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|
TCM Advisors, LLC
|
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|
Saturna Capital CORP
|
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|
Spdr S&p 500 Etf Trust
|
|
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|
|
|
Hoey Investments, Inc
|
|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Lummis Asset Management, LP
|
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|
Signaturefd, Llc
|
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|
Allworth Financial LP
|
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|
JGP Wealth Management, LLC
|
|
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|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Caledonia Investments Plc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
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|
Metis Global Partners, LLC
|
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|
Access Investment Management LLC
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|
McLean Asset Management Corp
|
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|
Notis-McConarty Edward
|
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|
Phraction Management LLC
|
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|
Cubist Systematic Strategies, LLC
|
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|
Stokes Capital Advisors, LLC
|
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|
Foundations Investment Advisors, LLC
|
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|
Linscomb & Williams, Inc.
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
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|
Cercano Management LLC
|
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|
Diversified Trust Co
|
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|
Golden State Wealth Management, LLC
|
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|
Harbor Asset Planning, Inc.
|
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|
Concord Wealth Partners
|
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|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
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|
Per Stirling Capital Management, LLC.
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
True North Advisors, LLC
|
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|
Baillie Gifford & Co
|
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|
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|
Eq Wealth Advisors, Llc
|
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|
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|
Sage Rhino Capital Llc
|
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|
|
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|
111 Capital
|
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|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
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Shelton Capital Management
|
|
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
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|
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|
Cambridge Financial Group, LLC
|
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|
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
|
|
|
Bank Of Nova Scotia Trust Co
|
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|
New England Asset Management Inc
|
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Vancity Investment Management Ltd
|
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Advance Capital Management, Inc.
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Spinnaker Trust
|
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Plato Investment Management Ltd
|
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Creekmur Asset Management LLC
|
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|
Mcdaniel Terry & Co
|
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|
S&t Bank/pa
|
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|
Briaud Financial Planning, Inc
|
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|
Bank Of Montreal /can/
|
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Hardy Reed LLC
|
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Chilton Capital Management Llc
|
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|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
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|
Voya Financial Advisors, Inc.
|
|
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|
Voleon Capital Management Lp
|
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Sunbeam Capital Management, LLC
|
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|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
TD Waterhouse Canada Inc.
|
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|
Pennsylvania Capital Management Inc /adv
|
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|
Point72 (DIFC) Ltd
|
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|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
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|
|
Alteri Wealth LLC
|
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|
|
Sandy Cove Advisors, LLC
|
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|
Proffitt & Goodson Inc
|
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|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Founders Capital Management
|
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|
Mission Wealth Management, Lp
|
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|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
Seeds Investor Llc
|
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|
Mpwm Advisory Solutions, Llc
|
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|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
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|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
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Hamilton Point Investment Advisors, LLC
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
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|
Asset Management One Co., Ltd.
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
|
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|
Axxcess Wealth Management, Llc
|
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|
Goldstone Financial Group, LLC
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Buckhead Capital Management Llc
|
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|
Empire Life Investments Inc.
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Capital Investment Advisors, LLC
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
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|
PFG Investments, LLC
|
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|
Vega Investment Solutions
|
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|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Center For Asset Management LLC
|
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Maytus Capital Management, LLC
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
Interval Partners, LP
|
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|
Joel Isaacson & Co., LLC
|
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First Manhattan Co
|
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|
SPC Financial, Inc.
|
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SMART Wealth LLC
|
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|
California Public Employees Retirement System
|
|
|
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|
Bigelow Investment Advisors, LLC
|
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|
Caisse Des Depots Et Consignations
|
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Apella Capital, LLC
|
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|
Abound Wealth Management
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Truvestments Capital Llc
|
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49 Wealth Management, Llc
|
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Wambolt & Associates, LLC
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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|
Lansdowne Partners (uk) Llp
|
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
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|
Allianzgi Diversified Income & Convertible Fund
|
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|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
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|
New England Professional Planning Group Inc.
|
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Wolverine Trading, Llc
|
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|
Principal Securities, Inc.
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Planned Solutions, Inc.
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AdvisorNet Financial, Inc
|
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Lazard Global Total Return & Income Fund Inc
|
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|
LaSalle St. Investment Advisors, LLC
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Albion Financial Group /ut
|
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|
Consolidated Portfolio Review Corp
|
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|
Motco
|
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|
Investment House Llc
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
First Long Island Investors, LLC
|
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|
Palumbo Wealth Management LLC
|
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|
Avidian Wealth Solutions, LLC
|
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|
Swedbank AB
|
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|
Monetary Management Group Inc
|
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|
Defined Wealth Management, Llc
|
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|
Cohen Investment Advisors LLC
|
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|
Phoenix Holdings Ltd.
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
|
|
PDS Planning, Inc
|
|
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|
Global Retirement Partners, LLC
|
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|
Planning Alternatives Ltd /adv
|
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|
Invesco Ltd.
|
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|
Janney Capital Management LLC
|
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|
Simplex Trading, Llc
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
Summit Trail Advisors, Llc
|
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|
Gouws Capital LLC
|
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|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
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|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Elwood Capital Partners Lp
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
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IHT Wealth Management, LLC
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Fortress Private Ledger, Llc
|
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Kovack Advisors, Inc.
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E. Ohman J:or Asset Management AB
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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|
Integrated Wealth Concepts LLC
|
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Range Financial Group LLC
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Ubs Asset Management Americas Inc
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Erste Asset Management GmbH
|
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IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
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Orion Capital Management LLC
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Cladis Investment Advisory, LLC
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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Whittier Trust Co
|
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Fsb Premier Wealth Management, Inc.
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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YANKCOM Partnership
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Angeles Wealth Management, Llc
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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Farmers & Merchants Trust Co of Long Beach
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Factory Mutual Insurance Co
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Private Advisor Group, LLC
|
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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Trust Co
|
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RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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Sage Capital Management, LLC
|
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Harris Associates L P
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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Venturi Wealth Management, LLC
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Dogwood Wealth Management LLC
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Salvus Wealth Management, LLC
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REAP Financial Group, LLC
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Patron Partners Advisors, Llc
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American Money Management, LLC
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Optas, LLC
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Catalytic Wealth RIA, LLC
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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IFG Advisors, LLC
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James Hambro & Partners
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Drive Wealth Management, Llc
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Principal Street Partners, LLC
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Robertson Stephens Wealth Management, LLC
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Uptown Financial Advisors LLC
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CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
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Klingman & Associates, LLC
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Brady Martz Wealth Solutions, LLC
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Aberdeen Wealth Management LLC
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Red Lighthouse Investment Management, Llc
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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Financial Avengers, Inc.
|
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City State Bank
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Phoenix Wealth Advisors
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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Garde Capital, Inc.
|
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Old North State Trust, LLC
|
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Abundance Wealth Counselors
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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Man Group plc
|
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
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WestEnd Advisors, LLC
|
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Murphy & Mullick Capital Management Corp
|
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Dana Investment Advisors, Inc.
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Mitchell & Pahl Private Wealth, Llc
|
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1832 Asset Management L.P.
|
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Blackrock Enhanced Global Dividend Trust
|
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Cornerstone Strategic Value Fund Inc
|
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Alhambra Investment Partners LLC
|
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Royal Bank Of Canada
|
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CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
Atticus Wealth Management, Llc
|
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E Fund Management Co., Ltd.
|
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Mcdonald Partners Llc
|
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Dean Investment Associates, Llc
|
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APG Asset Management N.V.
|
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|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
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|
Baldwin Investment Management, LLC
|
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Boston Family Office Llc
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
Susquehanna International Group, Llp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Camrose Capital Investment Partners LLP
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
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Silver Lake Advisory, LLC
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Dunhill Financial, LLC
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Ameritas Advisory Services, LLC
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Argentarii, LLC
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Probity Advisors, Inc.
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Intech Investment Management Llc
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EBI - RBB Fund Trust - Longview Advantage ETF
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Sierra Summit Advisors Llc
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Red Wave Investments LLC
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Financial Advisors Network, Inc.
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Commonwealth Retirement Investments LLC
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Whalerock Point Partners, Llc
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DDD Partners, LLC
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Kinneret Advisory, LLC
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Moseley Investment Management Inc
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Ossiam
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Citizens National Bank Trust Department
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Monterey Private Wealth, Inc.
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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Fullcircle Wealth Llc
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World Equity Group, Inc.
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IXN - iSHARES TRUST - iShares Global Tech ETF
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
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Rogco, Lp
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Payden & Rygel
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RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
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Vivaldi Capital Management, LLC
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
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Haverford Financial Services, Inc.
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Retirement Wealth Solutions LLC
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Warren Averett Asset Management, LLC
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
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Maple Capital Management, Inc.
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Troy Asset Management Ltd
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Tcw Group Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Charles Schwab Trust Co
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Investors Asset Management Of Georgia Inc /ga/ /adv
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
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Oakworth Capital, Inc.
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ROSS\JOHNSON & Associates LLC
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Great Lakes Advisors, Llc
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Pettyjohn, Wood & White, Inc
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MSH Capital Advisors LLC
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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BlackDiamond Wealth Management Inc.
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Premier Path Wealth Partners, LLC
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Accurate Wealth Management, LLC
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
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Onefund, Llc
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Kentucky Retirement Systems
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Pinnacle Wealth Management Advisory Group, LLC
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Argent Advisors, Inc.
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Bridgewater Advisors Inc.
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Evoke Wealth, Llc
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Oak Harbor Wealth Partners, Llc
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Lake Street Financial Llc
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Axa S.a.
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GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
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LGT Financial Advisors LLC
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Keybank National Association/oh
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Nuveen, LLC
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Rialto Wealth Management, LLC
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ABN AMRO Bank N.V.
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Insight Inv LLC
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Natixis Advisors, L.p.
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AllSquare Wealth Management LLC
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J.w. Cole Advisors, Inc.
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Atomi Financial Group, Inc.
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
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Horizon Investments, LLC
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HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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Primecap Management Co/ca/
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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Congress Wealth Management LLC / DE /
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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Neuberger Berman Next Generation Connectivity Fund Inc.
|
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Richard C. Young & CO., LTD.
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SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
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Evergreen Capital Management Llc
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Brown Advisory Inc
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Financial Advisory Service, Inc.
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Twin City Private Wealth, Llc
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Ruggaard & Associates LLC
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Capital A Wealth Management, LLC
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John G Ullman & Associates Inc
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|
Andra AP-fonden
|
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Corundum Group, Inc.
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Continuum Advisory, LLC
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Wells Fargo & Company/mn
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TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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Quantum Financial Advisors, LLC
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Brinker Capital Investments, LLC
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Rs Crum Inc.
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Cambiar Investors Llc
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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Perbak Capital Partners LLP
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Palmer Knight Co
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Mizuho Securities Usa Llc
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Bellevue Asset Management, Llc
|
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Northern Trust Corp
|
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|
Kingswood Wealth Advisors, Llc
|
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|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
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|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
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|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
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|
Dynasty Wealth Management, Llc
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
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|
|
1776 Wealth LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
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|
KG&L Capital Management,LLC
|
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|
Glenmede Investment Management, LP
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Tiemann Investment Advisors, Llc
|
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|
Old Second National Bank Of Aurora
|
|
|
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|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Wilkinson Global Asset Management LLC
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|
