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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Cascade Financial Partners, LLC
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
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|
Olistico Wealth, LLC
|
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|
Axa S.a.
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
IFC Advisors LLC
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|
Tyche Wealth Partners LLC
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Soros Fund Management Llc
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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|
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|
MetLife Investment Management, LLC
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
Artemis Investment Management LLP
|
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|
Heritage Wealth Management, Inc.
|
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|
Studio Investment Management Llc
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|
Osterweis Capital Management Inc
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Janus Henderson Group Plc
|
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Rockefeller Capital Management L.P.
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Oppenheimer Asset Management Inc.
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Capital Performance Advisors Llp
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
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|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
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Gts Securities Llc
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Sonora Investment Management Group, LLC
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Swiss National Bank
|
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Wolverine Asset Management Llc
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Chemistry Wealth Management LLC
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|
Bridgewater Advisors Inc.
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|
Fruth Investment Management
|
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Cornerstone Planning, LLC
|
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Meiji Yasuda Asset Management Co Ltd.
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Graham Capital Management, L.P.
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Prescott Group Capital Management, L.l.c.
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Roman Butler Fullerton & Co
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Lyell Wealth Management, Lp
|
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Woodline Partners LP
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Warwick Investment Management, Inc.
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Park Square Financial Group, LLC
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Partners in Financial Planning
|
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Reynders McVeigh Capital Management, LLC
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Harvest Fund Management Co., Ltd
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Rsm Us Wealth Management Llc
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44 Wealth Management Llc
|
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Ion Asset Management Ltd.
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Sofos Investments, Inc.
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Geneos Wealth Management Inc.
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|
Southeast Asset Advisors Inc.
|
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Matthew Goff Investment Advisor, LLC
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Mml Investors Services, Llc
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Evercore Wealth Management, LLC
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|
Coordinated Financial Services, Inc.
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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DT Investment Partners, LLC
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Archon Partners LLC
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BRYN MAWR TRUST Co
|
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Altrinsic Global Advisors Llc
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
GAM Holding AG
|
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|
Mjp Associates Inc /adv
|
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|
Orleans Capital Management Corp/la
|
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Williams Jones Wealth Management, LLC.
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
Hudson Canyon Capital Management
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
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|
|
Blue Bell Private Wealth Management, Llc
|
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|
CX Institutional
|
|
|
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|
|
Sepio Capital, LP
|
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|
TAGStone Capital, Inc.
|
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|
Campbell Newman Asset Management Inc
|
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|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
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|
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|
Vivaldi Capital Management, LLC
|
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|
Legacy Private Trust Co.
|
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|
ProShare Advisors LLC
|
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|
Jacobsen Capital Management
|
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|
Pacific Center for Financial Services
|
|
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|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
MTM Investment Management, LLC
|
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|
Invesco, Llc
|
|
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|
Midwest Professional Planners, LTD.
|
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|
Arlington Trust Co LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
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|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
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|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Markel Corp
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Paladin Advisory Group, LLC
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
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|
Fairway Wealth LLC
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SevenBridge Financial Group, LLC
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|
Perritt Capital Management Inc
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|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
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Principle Wealth Partners Llc
|
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Fi3 FINANCIAL ADVISORS, LLC
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|
J. W. Coons Advisors, LLC
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Investor's Fiduciary Advisor Network, LLC
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|
HAP Trading, LLC
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|
Zullo Investment Group, Inc.
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Wall Street Access Asset Management, LLC
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Williamson Legacy Group, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
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|
Brown Advisory Inc
|
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|
Laurel Wealth Advisors LLC
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|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
Planning Center, Inc.
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Davis Investment Partners, LLC
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Twelve Points Wealth Management LLC
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Baker Tilly Financial, Llc
|
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Congress Wealth Management LLC / DE /
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
Guggenheim Capital Llc
|
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|
Pure Portfolios Holdings Llc
|
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Gateway Wealth Partners, LLC
|
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Novem Group
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Zhang Financial LLC
|
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|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
|
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|
Allred Capital Management, LLC
|
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|
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|
Selway Asset Management
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
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|
Harbor Asset Planning, Inc.
|
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|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Ferguson Wellman Capital Management, Inc
|
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|
M.e. Allison & Co., Inc.
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Watts Gwilliam & Co., LLC
|
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Prudential Plc
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
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|
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|
St. Louis Financial Planners Asset Management, LLC
|
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|
Commerce Bank
|
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|
Potomac Fund Management Inc /adv
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
JCIC Asset Management Inc.
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|
Freemont Management S.A.
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Resolute Wealth Strategies, LLC
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
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|
|
Trajan Wealth LLC
|
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|
Orion Capital Management LLC
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|
Foronjy Financial Llc
|
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|
First National Trust Co
|
|
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|
Hemington Wealth Management
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
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|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
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|
Kentucky Retirement Systems
|
|
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|
Bay Harbor Wealth Management, LLC
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|
Winslow Asset Management Inc
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|
ESL Trust Services, LLC
|
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|
Caxton Associates Llp
|
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|
Stratos Wealth Advisors, LLC
|
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|
Neuberger Berman Group LLC
|
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|
Diversify Advisory Services, LLC
|
|
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|
Deutsche Bank Ag\
|
|
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|
Transamerica Financial Advisors, Inc.
|
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|
GKV Capital Management Co., Inc.
|
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|
Parsons Capital Management Inc/ri
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
Guardian Partners Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
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|
Atwood & Palmer Inc
|
|
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|
|
Elevated Capital Advisors, LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Dimension Capital Management Llc
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
Lavaca Capital Llc
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Vista Investment Partners Ii, Llc
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
Crewe Advisors LLC
|
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|
ORG Partners LLC
|
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|
Bollard Group LLC
|
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|
Blume Capital Management, Inc.
|
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|
Penserra Capital Management LLC
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
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|
|
Essex LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
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Coordinated Financial Services, Inc./CO
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Old West Investment Management, LLC
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Howard Capital Management Group, LLC
|
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First National Corp /ma/ /adv
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Auxano Advisors, LLC
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Sunburst Financial Group, LLC
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Hillman Capital Management, Inc.
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Cypress Asset Management Inc/tx
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Drive Wealth Management, Llc
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NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
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Colony Group, LLC
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Westpac Banking Corp
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Circle Wealth Management, LLC
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Capital Advisors, Ltd. LLC
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CGC Financial Services, LLC
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Fidelity D & D Bancorp Inc
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180 Wealth Advisors, Llc
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
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Nissay Asset Management Corp /japan/ /adv
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Union Savings Bank
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Captrust Financial Advisors
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Nations Financial Group Inc, /ia/ /adv
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Harbor Investment Advisory, Llc
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Davy Global Fund Management Ltd
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Waterford Advisors, LLC
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Resources Management Corp /ct/ /adv
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Murphy & Mullick Capital Management Corp
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Colonial Trust Advisors
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Bell Investment Advisors, Inc
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Frisch Financial Group, Inc.
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Kerntke Otto McGlone Wealth Management Group
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Strategic Blueprint, LLC
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Knightsbridge Asset Management, Llc
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Czech National Bank
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WASHINGTON TRUST Co
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Sound Income Strategies, LLC
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Motco
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Armis Advisers, LLC
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PFS Partners, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Benin Management CORP
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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Baron Wealth Management LLC
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Cullinan Associates Inc
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Precision Wealth Strategies, LLC
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1620 Investment Advisors, Inc.
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Oakworth Capital, Inc.
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Edgemoor Investment Advisors, Inc.
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Us Financial Advisors, Llc
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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Arcus Capital Partners, LLC
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PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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OLIO Financial Planning
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Moss Adams Wealth Advisors LLC
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Innova Wealth Partners
|
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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Essex Savings Bank
|
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PFG Advisors
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Ensign Peak Advisors, Inc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Capital Advisors Inc/ok
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Main Street Group, LTD
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Morningstar Investment Services LLC
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Massachusetts Wealth Management
|
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Sherbrooke Park Advisers Llc
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Ag2r La Mondiale Gestion D'actifs
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Elgethun Capital Management
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TFC Financial Management
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PKS Advisory Services, LLC
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Rnc Capital Management Llc
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Cheviot Value Management, LLC
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
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Seeds Investor Llc
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IFS Advisors, LLC
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Versant Capital Management, Inc
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Factory Mutual Insurance Co
|
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Lvm Capital Management Ltd/mi
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Resonant Capital Advisors, LLC
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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First Horizon Advisors, Inc.
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Corient IA LLC
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Baxter Bros Inc
|
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Thrive Wealth Management, LLC
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Boston Trust Walden Corp
|
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Autumn Glory Partners, LLC
|
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Global Wealth Strategies & Associates
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Ellsworth Advisors, LLC
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|
Oxler Private Wealth LLC
|
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|
Marex Group plc
|
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|
Calton & Associates, Inc.
|
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|
Sawyer & Company, Inc
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Yousif Capital Management, Llc
|
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|
Community Trust & Investment Co
|
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|
Leelyn Smith, LLC
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
Core Alternative Capital
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
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|
|
Bank Of Montreal /can/
|
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|
|
Coastwise Capital Group, LLC
|
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|
Convergence Financial, LLC
|
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|
|
SlateStone Wealth, LLC
|
|
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|
|
|
First Bancorp, Inc /ME/
|
|
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|
|
Oak Asset Management, LLC
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
|
|
|
Norges Bank
|
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|
Umpqua Bank
|
|
|
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|
|
UNIVEST FINANCIAL Corp
|
|
|
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|
|
Costello Asset Management, INC
|
|
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|
CoreFirst Bank & Trust
|
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|
|
Catalyst Financial Partners Llc
|
|
|
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|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
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|
|
|
|
Hillsdale Investment Management Inc.
|
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|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
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|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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Emprise Bank
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Secured Retirement Advisors, Llc
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
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Sandbox Financial Partners, LLC
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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Good Steward Wealth Advisors,LLC
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Principal Financial Group Inc
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Caldwell Securities, Inc
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Perigon Wealth Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Pfc Capital Group, Inc.
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New Hampshire Trust
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HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
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Bull Street Advisors, LLC
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Cary Street Partners Financial Llc
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
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D'Orazio & Associates, Inc.
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Avantax Advisory Services, Inc.
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Calamos Wealth Management LLC
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Plimoth Trust Co Llc
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Hartland & Co., LLC
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Everett Harris & Co /ca/
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Mutual Advisors, LLC
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Naples Global Advisors, Llc
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STRV - EA Series Trust - Strive 500 ETF
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Eads & Heald Wealth Management
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Wealth Quarterback LLC
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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Heritage Wealth Advisors
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
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FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Highland Capital Management, Llc
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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Venture Visionary Partners LLC
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Quad-Cities Investment Group, LLC
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Ethic Inc.
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North Star Investment Management Corp.
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Herbst Group, Llc
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Lcnb Corp
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First City Capital Management, Inc.
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Virginia Retirement Systems Et Al
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Robinson Value Management, Ltd.
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Saybrook Capital /nc
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Wambolt & Associates, LLC
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
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Pittenger & Anderson Inc
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Comprehensive Financial Planning, Inc./PA
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Centricity Wealth Management, LLC
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Panoramic Capital Partners, LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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Credential Securities Inc.
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Whalerock Point Partners, Llc
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Pinnacle Associates Ltd
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ELCO Management Co., LLC
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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Iams Wealth Management, Llc
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Valley Brook Capital Group, Inc.
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Fox Hill Wealth Management
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Fox Run Management, L.l.c.
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Advance Capital Management, Inc.
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T. Rowe Price Investment Management, Inc.
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Monetary Management Group Inc
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Holos Integrated Wealth LLC
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Canandaigua National Trust Co of Florida
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Measured Wealth Private Client Group, LLC
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Hantz Financial Services, Inc.
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Gen-Wealth Partners Inc
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Northcape Wealth Management, Llc
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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TruNorth Capital Management, LLC
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Crawford Investment Counsel Inc
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FCG Investment Co
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Quent Capital, LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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Apollon Financial, LLC
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Integrated Investment Consultants, LLC
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Terra Nova Asset Management LLC
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Founders Financial Securities Llc
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Robertson Stephens Wealth Management, LLC
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Harbor Advisors LLC
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Elevate Wealth Advisory, Inc
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Financial Advisors, LLC
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Cambiar Investors Llc
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Supplemental Annuity Collective Trust of NJ
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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Oppenheimer & Co Inc
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Kinloch Capital, LLC
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Occidental Asset Management, LLC
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First Manhattan Co
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IMG Wealth Management, Inc.
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Bard Financial Services, Inc.
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Cliftonlarsonallen Wealth Advisors, Llc
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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Regent Peak Wealth Advisors LLC
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Hm Payson & Co
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Montag A & Associates Inc
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Private Wealth Asset Management, LLC
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Heritage Wealth Management, Inc. /CA/
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Dorsey Wright & Associates
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Sivia Capital Partners, LLC
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Rheos Capital Works Inc.
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McLean Asset Management Corp
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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Riverbend Wealth Management, LLC
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Atlantic Edge Private Wealth Management, LLC
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Turtle Creek Wealth Advisors, LLC
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Excalibur Management Corp
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Mitchell Mcleod Pugh & Williams Inc
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Radnor Capital Management, LLC
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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CWA Asset Management Group, LLC
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
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Redwood Park Advisors LLC
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McKinley Carter Wealth Services, Inc.
|
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Sit Investment Associates Inc
|
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Enclave Advisors LLC
|
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Wealth Preservation Advisors, LLC
|
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Baron Silver Stevens Financial Advisors, Llc
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Rocky Mountain Advisers, Llc
|
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|
Schulhoff & Co Inc
|
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|
Center for Financial Planning, Inc.
|
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Baker Chad R
|
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Tortoise Investment Management, LLC
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|
Avalon Trust Co
|
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|
Private Advisor Group, LLC
|
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|
Crowley Wealth Management, Inc.
|
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Hidden Cove Wealth Management, LLC
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
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|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
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|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Roundview Capital LLC
|
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|
Concord Asset Management, LLC/VA
|
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|
Trust Co Of Vermont
|
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|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Ledyard National Bank
|
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|
Channel Wealth Llc
|
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|
Thompson Siegel & Walmsley Llc
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
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|
|
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|
Apollon Wealth Management, LLC
|
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|
Financial Council Asset Management Inc
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Truvestments Capital Llc
|
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|
Lewis Asset Management, LLC
|
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|
Amalgamated Bank
|
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|
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|
Icon Wealth Advisors, LLC
|
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|
Utah Retirement Systems
|
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|
Van Eck Associates Corp
|
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|
Navellier & Associates Inc
|
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|
Pennsylvania Capital Management Inc /adv
|
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Family Management Corp
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Bahl & Gaynor Inc
|
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|
Meridian Wealth Advisors, LLC
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
CIBC Asset Management Inc
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|
Logan Capital Management Inc
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|
Arrowstreet Capital, Limited Partnership
|
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Hodges Capital Management Inc.
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Uncommon Cents Investing LLC
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
|
Legacy Investment Solutions, LLC
|
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|
Elm Partners Management LLC
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|
Choate Investment Advisors
|
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|
Kodai Capital Management LP
|
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|
Midwest Financial Group LLC
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
|
|
Capital A Wealth Management, LLC
|
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|
Howe & Rusling Inc
|
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|
Trust Co Of Virginia /va
|
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|
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|
HHM Wealth Advisors, LLC
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
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|
Silverlake Wealth Management Llc
|
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|
Mubadala Investment Co PJSC
|
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|
|
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|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
|
|
|
Lafayette Investments, Inc.
|
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|
First Interstate Bank
|
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|
MEMBERS Trust Co
|
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|
Penn Davis Mcfarland Inc
|
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|
3Chopt Investment Partners, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Richardson Financial Services Inc.
|
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|
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|
Douglass Winthrop Advisors, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
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|
Aspen Grove Capital, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
United Community Bank
|
|
|
|
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|
Inlet Private Wealth, LLC
|
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|
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
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|
Sierra Ocean, Llc
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
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|
Asset Management One Co., Ltd.
|
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|
West Paces Advisors Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
M3 Advisory Group, LLC
|
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|
|
|
|
LongView Wealth Management
|
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|
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|
Delta Asset Management Llc/tn
|
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|
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|
Gabelli Funds Llc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
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|
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|
|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
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|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
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|
|
|
|
Searle & Co.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
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Caisse Des Depots Et Consignations
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Genesis Private Wealth, Llc
|
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Robeco Institutional Asset Management B.V.
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JSF Financial, LLC
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Wedge Capital Management L L P/nc
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Riverstone Advisors, LLC
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Clarkston Capital Partners, LLC
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Susquehanna International Group, Llp
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Insight Wealth Partners, LLC
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
Brown Financial Advisors
|
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Brookwood Investment Group LLC
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Kentucky Trust Co
|
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ARGA Investment Management, LP
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Baring Financial LLC
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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|
SWAN Capital LLC
|
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|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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Battery Global Advisors, LLC
|
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Pictet & Cie (Europe) SA
|
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Cornerstone Planning Group LLC
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Harbour Trust & Investment Management Co
|
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X-Square Capital, LLC
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Omnia Family Wealth, LLC
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Jennison Associates Llc
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Adalta Capital Management LLC
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Grassi Investment Management
|
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Roble, Belko & Company, Inc
|
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Princeton Capital Management Llc
|
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Capital Investment Advisors, LLC
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Rialto Wealth Management, LLC
|
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Blackrock Enhanced Equity Dividend Trust
|
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|
Compass Capital Management, Inc
|
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Oxford Financial Group Ltd
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Eastover Investment Advisors LLC
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|
BXM Wealth LLC
|
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Formidable Asset Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Coastal Bridge Advisors, LLC
|
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Thoroughbred Financial Services, Llc
|
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Cranbrook Wealth Management, LLC
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Monetta Financial Services Inc
|
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Community Bank & Trust, Waco, Texas
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
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|
Syntegra Private Wealth Group, LLC
|
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Mitchell & Pahl Private Wealth, Llc
|
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Stock Yards Bank & Trust Co
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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GWM Advisors LLC
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Haverford Financial Services, Inc.
|
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Cincinnati Specialty Underwriters Insurance CO
|
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|
Texas Permanent School Fund
|
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Jamison Private Wealth Management, Inc.
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Beacon Investment Advisory Services, Inc.
|
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Fidelis Capital Partners, LLC
|
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Fsb Premier Wealth Management, Inc.
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
Hughes Financial Services, LLC
|
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|
Smartleaf Asset Management LLC
|
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|
St. Louis Trust Co
|
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|
BlackRock, Inc.
|
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Spirepoint Private Client, Llc
|
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Trust Investment Advisors
|
|
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|
State Of Michigan Retirement System
|
|
|
|
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|
Northwest Quadrant Wealth Management, LLC
|
|
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|
Builder Investment Group Inc /adv
|
|
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|
Strategic Investment Advisors / MI
|
|
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|
LPL Financial LLC
|
|
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|
|
Mmbg Investment Advisors Co.
|
|
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|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
Ratan Capital Management LP
|
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|
ORG Wealth Partners, LLC
|
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|
TFB Advisors LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
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|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
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|
MWA Asset Management
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
|
|
|
Sage Mountain Advisors LLC
|
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|
Tcw Group Inc
|
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|
Intelligent Financial Strategies
|
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|
North Capital, Inc.
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Chatham Capital Group, Inc.
|
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|
|
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|
Anchor Capital Advisors Llc
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
Hutchinson Financial Advisors, INC
|
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|
BCS Wealth Management
|
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|
Burt Wealth Advisors
|
|
|
|
|
|
Stableford Capital Ii Llc
|
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|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
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|
Greenfield Savings Bank
|
|
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Seascape Capital Management
|
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|
New Millennium Group LLC
|
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|
Picton Mahoney Asset Management
|
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|
St Germain D J Co Inc
|
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|
Noesis Capital Mangement Corp
|
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|
|
Caas Capital Management Lp
|
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|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
Inspirion Wealth Advisors, Llc
|
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|
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|
Sheets Smith Wealth Management
|
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
Tandem Capital Management Corp /adv
|
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|
|
Farringdon Capital, Ltd.
|
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|
Prospera Capital Management, LLC
|
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|
Maxi Investments CY Ltd
|
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Atticus Wealth Management, Llc
|
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|
Schonfeld Strategic Advisors LLC
|
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
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|
Cohen Capital Management, Inc.
|
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|
Papp L Roy & Associates
|
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Wood Tarver Financial Group, LLC
|
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|
TriaGen Wealth Management LLC
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
Mackenzie Financial Corp
|
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|
Synovus Financial Corp
|
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|
DCM Advisors, LLC
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
|
|
Hager Investment Management Services, Llc
|
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|
Qsemble Capital Management, LP
|
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|
Parthenon Llc
|
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Torno Capital, Llc
|
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|
Family Capital Trust Co
|
|
|
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|
Proficio Capital Partners LLC
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Collective Family Office Llc
|
|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
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|
|
Park National Corp /oh/
|
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|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
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|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
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Barclays Plc
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HFG Advisors, Inc.
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Prospector Partners Llc
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Cordatus Wealth Management LLC
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Game Plan Financial Advisors, LLC
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Advanced Asset Management Advisors Inc
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
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Schear Investment Advisers, LLC
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PayPay Securities Corp
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IFP Advisors, Inc
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
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Needham Investment Management Llc
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
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Harbour Capital Advisors, LLC
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Rosenblum Silverman Sutton S F Inc /ca
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Traphagen Investment Advisors Llc
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Lee Danner & Bass Inc
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Oak Hill Wealth Advisors, Llc
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Fifth Third Wealth Advisors LLC
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Global Assets Advisory, LLC
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
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Nordwand Advisors, LLC
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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MorganRosel Wealth Management, LLC
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Wells Fargo & Company/mn
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Lmcg Investments, Llc
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Nwam Llc
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Toroso Investments, LLC
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Lion Street Advisors, LLC
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Burns J W & Co Inc/ny
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Meadow Creek Wealth Advisors Llc
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Endowment Wealth Management, Inc.
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Stonehage Fleming Financial Services Holdings Ltd
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Heck Capital Advisors, LLC
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NJ State Employees Deferred Compensation Plan
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
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Clark Capital Management Group, Inc.
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
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Davidson Investment Advisors
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JDM Financial Group LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
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Eliot Finkel Investment Counsel, LLC
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Wescott Financial Advisory Group, LLC
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Papamarkou Wellner Asset Management inc.
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North Star Asset Management Inc
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We Are One Seven, LLC
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Signature Wealth Management Partners, LLC
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Dakota Community Bank & Trust NA
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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First Foundation Advisors
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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Daymark Wealth Partners, Llc
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Appaloosa Lp
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WFA Asset Management Corp
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Anchor Investment Management, LLC
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First Command Advisory Services, Inc.
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Ibex Wealth Advisors
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Hayek Kallen Investment Management
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Clarity Financial LLC
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Marathon Capital Management
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Asset Planning,Inc
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Sfmg, Llc
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Allen Mooney & Barnes Investment Advisors LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Chancellor Financial Group WB LP
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LexAurum Advisors, LLC
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Snowden Capital Advisors LLC
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Gladstone Capital Management LLP
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Somerville Kurt F
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Smithfield Trust Co
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SRS Capital Advisors, Inc.
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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Activest Wealth Management
|
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Tradition Wealth Management, LLC
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RiverFront Investment Group, LLC
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Huntleigh Advisors, Inc.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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Sky Investment Group LLC
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Fortress Wealth Group, LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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East Coast Asset Management, LLC.
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MOKAN Wealth Management Inc.
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Marietta Wealth Management, LLC
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Eubel Brady & Suttman Asset Management Inc
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Osborne Partners Capital Management, Llc
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Headinvest, Llc
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Dana Investment Advisors, Inc.
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City State Bank
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Centerpoint Advisors, LLC
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LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
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Foster Dykema Cabot & Partners, Llc
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Burling Wealth Partners, Llc
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|
KLCM Advisors, Inc.
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|
Mitchell Capital Management Co
|
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Great Lakes Advisors, Llc
|
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|
Coldstream Capital Management Inc
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|
Carson Advisory Inc.
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
TrueWealth Advisors, LLC
|
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|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
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|
J. Stern & Co. LLP
|
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|
Adviser Investments LLC
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|
Readystate Asset Management Lp
|
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|
Phoenix Holdings Ltd.
|
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|
Founders Capital Management, Llc
|
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|
Northern Oak Wealth Management Inc
|
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|
Elite Wealth Management, Inc.
|
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|
Fiduciary Financial Group, Llc
|
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|
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|
|
Sowell Financial Services LLC
|
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|
Tudor Investment Corp Et Al
|
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|
|
Empirical Asset Management, LLC
|
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|
WealthPLAN Partners, LLC
|
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|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
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|
Mendel Money Management
|
|
|
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|
National Pension Service
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
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|
Avenir Corp
|
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|
Simmons Bank
|
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|
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|
Crews Bank & Trust
|
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|
Ing Groep Nv
|
|
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|
Cantor Fitzgerald, L. P.
|
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|
|
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|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
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|
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
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|
|
Waterloo Capital, L.P.
|
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|
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|
Cahaba Wealth Management, Inc.
|
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|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
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|
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|
|
Paradoxiom Capital L.P.
|
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|
Kirtland Hills Capital Management, Llc
|
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|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Nomura Asset Management Co Ltd
|
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|
Eq Wealth Advisors, Llc
|
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|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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|
CFS Investment Advisory Services, LLC
|
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|
Cedar Mountain Advisors, LLC
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Lsv Asset Management
|
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DAVENPORT & Co LLC
|
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Baker Ellis Asset Management LLC
|
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|
Global View Capital Management LLC
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Vaughan David Investments Inc/il
|
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Apella Capital, LLC
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
Octavia Wealth Advisors, LLC
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
Sharkey, Howes & Javer
|
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|
Charter Research & Investment Group, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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HFR Wealth Management, LLC
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Spurstone Advisory Services, LLC
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Harbour Investment Management Llc
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Avion Wealth
|
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Sanibel Captiva Trust Company, Inc.
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
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|
Puzo Michael J
|
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Birmingham Capital Management Co Inc/al
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Aprio Wealth Management, LLC
|
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Ridgewood Investments LLC
|
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Spinnaker Trust
|
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|
Skylands Capital, LLC
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|
Westside Investment Management, Inc.
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Carr Financial Group Corp
|
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KFA Private Wealth Group, LLC
|
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First Financial Bankshares Inc
|
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|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
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|
Guerra Advisors Inc
|
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Boyd Watterson Asset Management Llc/oh
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Rothschild Investment Llc
|
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FRG Family Wealth Advisors LLC
|
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|
Liberty Capital Management, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
A. D. Beadell Investment Counsel, Inc.
|
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Leisure Capital Management
|
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
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|
Tompkins Financial Corp
|
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|
GSB Wealth Management, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
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|
Cable Hill Partners, LLC
|
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|
Pinnacle Financial Partners Inc
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Silvercrest Asset Management Group Llc
|
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|
Capital Square, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Peoples Bank/KS
|
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|
WealthCare Investment Partners, LLC
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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|
Sprucegrove Investment Management Ltd
|
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Mattson Financial Services, LLC
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Colonial Trust Co / SC
|
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Pictet Asset Management Holding SA
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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|
Principal Securities, Inc.
|
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|
YHB Investment Advisors, Inc.
|
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Vectors Research Management, LLC
|
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|
Busey Wealth Management
|
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|
Eagle Bay Advisors LLC
|
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Credit Agricole S A
|
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True Wealth Design, LLC
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Vista Investment Partners Llc
|
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Beacon Capital Management, LLC
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Certified Advisory Corp
|
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
Parkwoods Wealth Partners, LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Amussen Hunsaker Associates Llc
|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
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|
|
LifePlan Financial, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
|
Virtue Capital Management, LLC
|
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|
Provenance Wealth Advisors, LLC
|
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|
Winton Capital Group Ltd
|
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|
Amplius Wealth Advisors, LLC
|
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|
Gilman Hill Asset Management, LLC
|
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|
Novare Capital Management Llc
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Artisan Partners Limited Partnership
|
|
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|
J.w. Cole Advisors, Inc.
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
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|
TFR Capital, LLC.
|
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|
Onefund, Llc
|
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|
|
XML Financial, LLC
|
|
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|
Evernest Financial Advisors, LLC
|
|
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|
AustralianSuper Pty Ltd
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
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|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
UFO - Procure ETF Trust II - Procure Space ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
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|
|
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|
Buckingham Strategic Partners
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Telos Capital Management, Inc.
|
|
|
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|
|
Financial Management Professionals, Inc.
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
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|
Alley Investment Management Company, LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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|
|
|
Graypoint LLC
|
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|
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|
Rodgers Brothers Inc.
|
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|
Cedar Wealth Management, LLC
|
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|
Peregrine Asset Advisers, Inc.
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|
Carl Stuart Investment Advisor, Inc
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Lathrop Investment Management Corp
|
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|
Wealth Advisors of Tampa Bay, LLC
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|
Ingalls & Snyder Llc
|
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|
Chilton Investment Co Llc
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
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|
Coign Capital Advisors LLC
|
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|
Rosenberg Matthew Hamilton
|
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|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
Berkshire Money Management, Inc.
|
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|
Prospera Financial Services Inc
|
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Capula Management Ltd
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
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|
Binnacle Investments Inc
|
|
|
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|
Parkside Financial Bank & Trust
|
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|
Minot DeBlois Advisors LLC
|
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|
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|
Townsquare Capital Llc
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
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|
LeConte Wealth Management, LLC
|
|
|
|
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|
Financial Partners Group, LLC
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
|
|
Cutler Investment Counsel Llc
|
|
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|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
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|
SeaBridge Investment Advisors LLC
|
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|
Smithbridge Asset Management Inc/de
|
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|
Crux Wealth Advisors
|
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|
Arbor Wealth Advisors LLC
|
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|
Atlas Legacy Advisors, LLC
|
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|
Panagora Asset Management Inc
|
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|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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|
|
|
|
Abound Wealth Management
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Fifth Third Bancorp
|
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|
Gibraltar Capital Management, Inc.
|
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Td Private Client Wealth Llc
|
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|
BlackDiamond Wealth Management Inc.
|
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|
Barometer Capital Management Inc.
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
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|
|
AXS Investments LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
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|
Massmutual Trust Co Fsb/adv
|
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|
GHP Investment Advisors, Inc.
|
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|
Global Strategic Investment Solutions, LLC
|
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|
Insight Advisors, LLC/ PA
|
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|
Hsbc Holdings Plc
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
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|
Appleton Partners Inc/ma
|
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
Fortress Private Ledger, Llc
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
1832 Asset Management L.P.
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
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|
|
Asset Dedication, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
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Enhancing Capital LLC
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
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|
Bingham Private Wealth, Llc
|
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|
Associated Banc-corp
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
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|
|
Marvin & Palmer Associates Inc
|
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|
|
|
|
MONECO Advisors, LLC
|
|
|
|
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|
Legal & General Group Plc
|
|
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|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
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|
Liberty Wealth Management Llc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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|
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|
General American Investors Co Inc
|
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|
Holistic Financial Partners
|
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Personal Cfo Solutions, Llc
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
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|
Scott & Selber, Inc.
|
|
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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|
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|
Ewa, Llc
|
|
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|
Cardiff Park Advisors, Llc
|
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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Roberts Glore & Co Inc /il/
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
Tribridge Partners Financial LLC
|
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HTG Investment Advisors, Inc.
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Hengehold Capital Management Llc
|
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Ariadne Wealth Management, LP
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Archford Capital Strategies, LLC
|
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|
Centric Wealth Management
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Investmark Advisory Group LLC
|
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KG&L Capital Management,LLC
|
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Indiana Trust & Investment Management CO
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
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|
WealthTrust Asset Management, LLC
|
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
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|
Ocean Capital Management, LLC
|
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Lynch & Associates/in
|
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Wealth Management Associates, Inc.
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Clarity Asset Management, Inc.
|
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Global Wealth Management Investment Advisory, Inc.
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Hoese & Co LLP
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Elefante Mark B
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Bedell Frazier Investment Counseling, LLC
|
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|
Meeder Advisory Services, Inc.
|
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|
GDS Wealth Management
|
|
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|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
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|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Oak Thistle LLC
|
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|
F&V Capital Management, LLC
|
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|
Atala Financial Inc
|
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|
Taylor Financial Group, Inc.
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
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|
|
Meridian Financial, LLC
|
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|
First Dallas Securities Inc.
|
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|
Advisor OS, LLC
|
|
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|
Tamar Securities, LLC
|
|
|
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|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
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|
Pring Turner Capital Group Inc
|
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|
Aqr Capital Management Llc
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
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|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
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|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
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|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
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|
|
Windward Capital Management Co /ca
|
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|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
General Pension Society PZU Joint Stock Co
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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|
|
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|
Wolff Wiese Magana Llc
|
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|
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|
Navis Wealth Advisors, LLC
|
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|
Nbt Bank N A /ny
|
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|
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|
FSC Wealth Advisors, LLC
|
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
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|
Apriem Advisors
|
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|
Milestone Asset Management Group, LLC
|
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|
Tumwater Wealth Management, LLC
|
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|
Claro Advisors LLC
|
|
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|
Wesleyan Assurance Society
|
|
|
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|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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Quarry LP
|
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Efficient Advisors, LLC
|
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|
Lombard Odier Asset Management (USA) Corp
|
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Parallel Advisors, LLC
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
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|
Sunesis Advisors, LLC
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Belpointe Asset Management LLC
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
Global Financial Private Client, LLC
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|
SMART Wealth LLC
|
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|
Orion Portfolio Solutions, LLC
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Northstar Group, Inc.
|
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Nvest Financial, LLC
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Cerity Partners LLC
|
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Everpar Advisors Llc
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JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Mill Creek Capital Advisors, LLC
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Northeast Financial Consultants Inc
|
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|
Silver Lake Advisory, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
GAMMA Investing LLC
|
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|
Sei Investments Co
|
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|
Cullen Capital Management, LLC
|
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St. Nicholas Private Asset Management, Inc
|
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QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
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Allen Investment Management LLC
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|
Dagco, Inc.
|
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Guardian Investment Management
|
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|
Brass Tax Wealth Management, Inc
|
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|
South Street Advisors LLC
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
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|
LRI Investments, LLC
|
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|
Obsidian Personal Planning Solutions LLC
|
|
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|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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|
PineBridge Investments, L.P.
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
First Financial Bank - Trust Division
|
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Financial Life Planners
|
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|
Great Valley Advisor Group, Inc.
|
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|
Traub Capital Management LLC
|
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|
Bristlecone Advisors, LLC
|
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|
Ami Investment Management Inc
|
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|
Greenwood Capital Associates Llc
|
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|
Fonville Wealth Management LLC
|
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|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
Breed's Hill Capital LLC
|
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|
Horizons Wealth Management
|
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|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
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|
MBE Wealth Management, LLC
|
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|
Aurdan Capital Management, LLC
|
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|
AMG National Trust Bank
|
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|
TOWER TRUST & INVESTMENT Co
|
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|
E Fund Management Co., Ltd.
|
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|
Atlas Brown,Inc.
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Morton Capital Management LLC/CA
|
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|
Atria Wealth Solutions, Inc.
|
|
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
Capstone Investment Advisors, Llc
|
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|
Beaton Management Co. Inc.
|
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|
Fiduciary Family Office, Llc
|
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|
|
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|
Estabrook Capital Management
|
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|
Wealth Architects, LLC
|
|
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|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Ckw Financial Group
|
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|
Founders Financial Alliance, LLC
|
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|
Systematic Financial Management Lp
|
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TCTC Holdings, LLC
|
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Breakwater Investment Management
|
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|
Tocqueville Asset Management L.p.
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Vaughan Nelson Investment Management, L.p.
|
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|
|
RW Investment Management LLC
|
|
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|
Fortis Capital Advisors, LLC
|
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|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
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Northstar Financial Companies, Inc.
|
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Prudential Financial Inc
|
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Nemes Rush Group LLC
|
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RPG Investment Advisory, LLC
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Ipswich Investment Management Co., Inc.
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Fairfield, Bush & Co.
|
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BKM Wealth Management, LLC
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Pacific Point Advisors, LLC
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Diversified Enterprises, LLC
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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Syon Capital Llc
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Fort Point Capital Partners LLC
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Interchange Capital Partners, LLC
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Edgestream Partners, L.P.
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Signaturefd, Llc
|
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Chesley Taft & Associates LLC
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
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|
Berger Financial Group, Inc
|
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|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Shell Asset Management Co
|
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Callahan Advisors, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Foundations Investment Advisors, LLC
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Portfolio Design Labs, LLC
|
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Ellenbecker Investment Group
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Lodestar Private Asset Management Llc
|
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Main Street Research LLC
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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Old Port Advisors
|
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MJT & Associates Financial Advisory Group, Inc.
|
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Optas, LLC
|
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Empirical Finance, LLC
|
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Mattern Wealth Management LLC
|
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|
Farmers National Bank
|
|
|
|
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Beaumont Asset Management, L.L.C.
|
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Commonwealth Financial Services, LLC
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Wellspring Financial Advisors, LLC
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Dearborn Partners Llc
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
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|
Bienville Capital Management, LLC
|
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S&co Inc
|
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Connecticut Wealth Management, LLC
|
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Mirae Asset Securities (usa) Inc.
|
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Kesler, Norman & Wride, LLC
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Bnp Paribas Arbitrage, Sa
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
|
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Twin Lakes Capital Management, LLC
|
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
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|
BIP Wealth, LLC
|
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|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
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|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
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|
CapWealth Advisors, LLC
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
Heritage Financial Services, LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
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|
Castlekeep Investment Advisors Llc
|
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MONTX - MONETTA TRUST - Monetta Fund
|
|
|
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Howland Capital Management Llc
|
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Washington Trust Bank
|
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Todd Asset Management Llc
|
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United Bank
|
|
|
|
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|
Morris Retirement Advisors, LLC
|
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|
NewEdge Wealth, LLC
|
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|
Bill Few Associates, Inc.
|
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|
Alpha Cubed Investments, LLC
|
|
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
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|
Keystone Financial Services
|
|
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|
Shelton Capital Management
|
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Boston Partners
|
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|
Delta Financial Advisors Llc
|
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V-Square Quantitative Management LLC
|
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|
Vigilare Wealth Management
|
|
|
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|
Mather Group, Llc.
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
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|
|
Fortis Group Advisors, LLC
|
|
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|
Stonebridge Financial Planning Group, LLC
|
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|
|
Carnegie Capital Asset Management, LLC
|
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|
|
Heritage Family Offices, LLP
|
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|
Canal Insurance CO
|
|
|
|
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|
Twin City Private Wealth, Llc
|
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|
|
WCG Wealth Advisors LLC
|
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|
|
Smith Anglin Financial, LLC
|
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|
|
Investment Management Corp of Ontario
|
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|
|
Berbice Capital Management LLC
|
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|
Agate Pass Investment Management, LLC
|
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|
Samjo Management, LLC
|
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|
Team Financial Group, LLC
|
|
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|
Register Financial Advisors LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
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|
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|
La Banque Postale Asset Management SA
|
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|
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
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|
Charles Schwab Trust Co
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
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|
|
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|
Tufton Capital Management
|
|
|
|
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|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
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|
Krs Capital Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
|
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|
JBR Co Financial Management Inc
|
|
|
|
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|
Mindset Wealth Management, Llc
|
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RFG - Bristol Wealth Advisors, LLC
|
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|
|
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|
AE Wealth Management LLC
|
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|
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|
Norinchukin Bank, The
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
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|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
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|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
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|
Pettyjohn, Wood & White, Inc
|
|
|
|
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|
Centennial Bank/AR/
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
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|
Davidson Kempner Capital Management Lp
|
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|
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|
Profunds - Profund Vp Ultrabull
|
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|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
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|
Parvin Asset Management, LLC
|
|
|
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|
AGH Wealth Advisors, LLC
|
|
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|
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|
Investors Research Corp
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
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|
Good Life Advisors, LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
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|
BLB&B Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Trust Co of Kansas
|
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Holocene Advisors, LP
|
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Caitong International Asset Management Co., Ltd
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NEOS Investment Management LLC
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Wynn Capital, LLC
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Valeo Financial Advisors, LLC
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Walleye Capital LLC
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Qrg Capital Management, Inc.
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Kanawha Capital Management Llc
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Rossby Financial, LCC
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Bellwether Advisors, LLC
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Balentine LLC
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Beacon Financial Group
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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Austin Wealth Management, LLC
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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Montis Financial, LLC
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Baker Boyer National Bank
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BKD Wealth Advisors, LLC
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Stifel Financial Corp
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Wesbanco Bank Inc
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Raelipskie Partnership
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Cadent Capital Advisors, LLC
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
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Atalanta Sosnoff Capital, Llc
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Bank Of America Corp /de/
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
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Americana Partners, LLC
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Louisbourg Investments Inc.
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International Assets Investment Management, Llc
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Strategic Planning Group, Llc
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Bradley Foster & Sargent Inc/ct
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Jackson Square Capital, Llc
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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Mutual Of America Capital Management Llc
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Redhawk Wealth Advisors, Inc.
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Transcend Wealth Collective, Llc
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Knights of Columbus Asset Advisors LLC
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Yarbrough Capital, LLC
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HBK Sorce Advisory LLC
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Pallas Capital Advisors LLC
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Herold Advisors, Inc.
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Vanguard Group Inc
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Relyea Zuckerberg Hanson LLC
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Fragasso Group Inc.
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Seacrest Wealth Management, Llc
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Werba Rubin Papier Wealth Management
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Sky-mountain Capital Management, Inc.
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Bath Savings Trust Co
|
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Strathmore Capital Advisors, Inc.
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Hotchkis & Wiley Capital Management Llc
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BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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Archer Investment Corp
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Louisiana State Employees Retirement System
|
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|
Sippican Capital Advisors
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Stillwater Capital Advisors, LLC
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SCS Capital Management LLC
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Portside Wealth Group, LLC
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Root Financial Partners, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Bear Mountain Capital, Inc.
|
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Westhampton Capital, LLC
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Hudson Portfolio Management LLC
|
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Dumont & Blake Investment Advisors Llc
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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|
Stonebridge Capital Management Inc
|
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|
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
Bank of Jackson Hole Trust
|
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|
DHJJ Financial Advisors, Ltd.
|
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Investment Advisory Services Inc /tx /adv
|
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Los Angeles Capital Management Llc
|
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|
Pcg Asset Management, Llc
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
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|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
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|
Private Wealth Management Group, LLC
|
|
|
|
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|
Kennebec Savings Bank
|
|
|
|
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|
Golden State Wealth Management, LLC
|
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|
Syntax Research, Inc.
|
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Ritter Daniher Financial Advisory LLC / DE
|
|
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|
Vision Financial Markets Llc
|
|
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|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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|
Opinicus Capital, Inc.
|
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|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
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|
Quantum Private Wealth, LLC
|
|
|
|
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|
Nfj Investment Group, Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
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|
Hendershot Investments Inc.
|
|
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
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|
Resources Investment Advisors, LLC.
|
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|
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|
Lummis Asset Management, LP
|
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|
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
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|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
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|
Patten & Patten Inc/tn
|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
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|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
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|
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|
Xponance, Inc.
|
|
|
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
|
|
Charter Oak Capital Management, LLC
|
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|
Hickory Asset Management, Inc.
|
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|
Saratoga Research & Investment Management
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Clarion Wealth Managment Partners, LLC
|
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|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
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|
Garrett Investment Advisors LLC
|
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|
Epoch Investment Partners, Inc.
|
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TBH Global Asset Management, LLC
|
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McGlone Suttner Wealth Management, Inc.
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E&G Advisors, LP
|
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Boreal Capital Management LLC
|
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|
State of Alaska, Department of Revenue
|
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Avantax Planning Partners, Inc.
|
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Arista Wealth Management, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
Walker Asset Management, LLC
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AlphaCore Capital LLC
|
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WFA of San Diego, LLC
|
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Oakmont Corp
|
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Naviter Wealth, LLC
|
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Clear Street Markets Llc
|
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Shorepoint Capital Partners LLC
|
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Baldwin Investment Management, LLC
|
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|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
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|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
Cottage Street Advisors LLC
|
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|
Pettee Investors, Inc.
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Garland Capital Management Inc
|
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Weaver Capital Management LLC
|
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SHLD - Global X Funds - Global X Defense Tech ETF
|
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|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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MKT Advisors LLC
|
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|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
Optimum Investment Advisors
|
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Conning Inc.
|
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VanderPol Investments L.L.C.
|
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Intrust Bank Na
|
|
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|
Country Trust Bank
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Texas Yale Capital Corp.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF 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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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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|
Brucke Financial, Inc.
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
|
Pines Wealth Management, LLC
|
|
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|
Woodmont Investment Counsel Llc
|
|
|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
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|
Hartford Funds Management Co LLC
|
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|
Arvest Bank Trust Division
|
|
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|
NWF Advisory Services Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
Sunbeam Capital Management, LLC
|
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|
|
Stenger Family Office, LLC
|
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|
Lakewood Asset Management LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
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|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
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|
D L Carlson Investment Group Inc
|
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|
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|
|
Jmac Enterprises Llc
|
|
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|
|
Essex Financial Services, Inc.
|
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|
|
Addison Capital Co
|
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|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Rings Capital Management LLC
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
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Carolina Wealth Advisors, LLC
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Allianz Asset Management GmbH
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bLong Financial, LLC
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VestGen Advisors, LLC
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
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Valmark Advisers, Inc.
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Garrison Point Advisors, Llc
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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Cowa, Llc
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Trustmark National Bank Trust Department
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PrairieView Partners, LLC
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Canton Hathaway, LLC
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Qube Research & Technologies Ltd
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Profunds - Profund Vp Industrials
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Altfest L J & Co Inc
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Monarch Capital Management Inc/
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Letson Investment Management, Inc.
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Hamilton Point Investment Advisors, LLC
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LaSalle St. Investment Advisors, LLC
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MontVue Capital Management, Inc.
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Wealth Group, Ltd.
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Grant Street Asset Management, Inc.
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SK Wealth Management, LLC
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S.E.E.D. Planning Group LLC
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Harvey Capital Management Inc
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Assenagon Asset Management S.A.
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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RiverGlades Family Offices LLC
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Bowen Hanes & Co Inc
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Clear Street Llc
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Paces Ferry Wealth Advisors, Llc
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
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Callan Capital, LLC
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Rossmore Private Capital
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Stonebrook Private Inc.
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RMR Capital Management, LLC
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Raleigh Capital Management Inc.
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
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Fortitude Advisory Group L.L.C.
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EPG Wealth Management LLC
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Stephens Investment Management Group LLC
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Harbor Group, Inc.
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Greenleaf Trust
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Guardian Capital Lp
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Prime Capital Investment Advisors, LLC
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
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Hohimer Wealth Management, Llc
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
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Private Client Services, Llc
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Rede Wealth, LLC
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Winch Advisory Services, LLC
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Paragon Capital Management Ltd
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Accredited Wealth Management, LLC
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
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Stratos Wealth Partners, LTD.
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First Citizens Financial Corp
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Aviso Wealth Management
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HighTower Advisors, LLC
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Mufg Securities Americas Inc.
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GW&K Investment Management, LLC
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Sawgrass Asset Management Llc
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Wealthstar Advisors, Llc
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Strategic Financial Services, Inc,
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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Kraematon Investment Advisors, Inc
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MBA Advisors LLC
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
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Sovran Advisors, LLC
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Lantz Financial LLC
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Sanders Capital, LLC
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
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Sabal Trust CO
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