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Cary Street Partner Investment Advisory Llc
|
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SG Americas Securities, LLC
|
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REAP Financial Group, LLC
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Atomi Financial Group, Inc.
|
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|
Jarislowsky, Fraser Ltd
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Colony Group, LLC
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|
Wilkins Investment Counsel Inc
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Wealthedge Investment Advisors, Llc
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Hoese & Co LLP
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Farmers Trust Co
|
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Country Trust Bank
|
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VisionPoint Advisory Group, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
Princeton Global Asset Management LLC
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Quest Partners LLC
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Mitchell Sinkler & Starr/pa
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Maia Wealth LLC
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Romano Brothers And Company
|
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Burke & Herbert Bank & Trust Co
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Lynch & Associates/in
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Root Financial Partners, LLC
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Beacon Financial Group
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PENN SERIES FUNDS INC - Large Core Value Fund
|
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Parr Mcknight Wealth Management Group, Llc
|
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Coastal Investment Advisors, Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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RB Capital Management, LLC
|
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Enterprise Bank & Trust Co
|
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Glen Eagle Advisors, LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Cromwell Holdings LLC
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Capital Investment Counsel, LLC
|
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|
Legacy Private Trust Co.
|
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Centerpoint Advisors, LLC
|
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Cohen & Steers, Inc.
|
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Graypoint LLC
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Great Diamond Partners, LLC
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Pennington Partners & Co., Llc
|
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Brown, Lisle/cummings, Inc.
|
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Tevis Investment Management
|
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Manhattan West Asset Management, LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Buckhead Capital Management Llc
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Heritage Wealth Advisors
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
Chicago Partners Investment Group LLC
|
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Haven Private, LLC
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
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|
Benin Management CORP
|
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BKM Wealth Management, LLC
|
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|
State of Alaska, Department of Revenue
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
Integrated Advisors Network LLC
|
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PMV Capital Advisers, LLC
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Smithbridge Asset Management Inc/de
|
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Northwest & Ethical Investments L.P.
|
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Frisch Financial Group, Inc.
|
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Wolverine Trading, Llc
|
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Prosperity Consulting Group, LLC
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Advisor Group Holdings, Inc.
|
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Tudor Financial Inc.
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Baldwin Brothers Inc/ma
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Breed's Hill Capital LLC
|
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|
Vontobel Holding Ltd.
|
|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
Integrity Alliance, Llc.
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
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|
|
Columbus Macro, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
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|
Smith, Moore & Co.
|
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|
N.E.W. Advisory Services LLC
|
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|
DekaBank Deutsche Girozentrale
|
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|
Hughes Financial Services, LLC
|
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|
Goodman Advisory Group, LLC
|
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|
Carnegie Capital Asset Management, LLC
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
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|
Forbes J M & Co Llp
|
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|
Brown Advisory Inc
|
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|
Savvy Advisors, Inc.
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Quattro Financial Advisors Llc
|
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Ritholtz Wealth Management
|
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|
Citigroup Inc
|
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|
Kera Capital Partners, Inc.
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Avalon Global Asset Management LLC
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|
KPP Advisory Services 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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|
Massachusetts Wealth Management
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
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|
AllSquare Wealth Management LLC
|
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|
ABN AMRO Bank N.V.
|
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|
1858 Wealth Management, Llc
|
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|
J. Safra Sarasin Holding AG
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
|
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|
Gotham Asset Management, LLC
|
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|
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|
Accretive Wealth Partners, LLC
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
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|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Standard Life Aberdeen plc
|
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|
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|
Procyon Private Wealth Partners, LLC
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
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|
First National Bank & Trust Co Of Newtown
|
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|
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|
Pacific Sun Financial Corp
|
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|
Barr E S & Co
|
|
|
|
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|
Prosperity Wealth Management, Inc.
|
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|
|
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|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
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|
Sivia Capital Partners, LLC
|
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|
Novare Capital Management Llc
|
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|
Ameriprise Financial Inc
|
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|
Wellington Shields Capital Management, LLC
|
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|
Puzo Michael J
|
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Unison Advisors LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
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|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
Landscape Capital Management, L.l.c.
|
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|
HORAN Wealth, LLC
|
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|
First Community Trust Na
|
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|
TruWealth Advisors, LLC
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
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|
|
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|
Lewis Asset Management, LLC
|
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|
Atwood & Palmer Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
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|
Ccm Investment Group, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
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|
|
Brevan Howard Capital Management LP
|
|
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|
Adirondack Trust Co
|
|
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|
|
|
Keynote Financial Services Llc
|
|
|
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|
Zrc Wealth Management, Llc
|
|
|
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|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
SNSR - Global X Funds - Global X Internet of Things ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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|
Wright Investors Service Inc
|
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|
Texas Bank & Trust Co
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
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|
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|
|
Blackston Financial Advisory Group, LLC
|
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|
Leo Wealth, LLC
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
|
|
|
Silverlake Wealth Management Llc
|
|
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|
Greatmark Investment Partners, Inc.
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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|
HB Wealth Management, LLC
|
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|
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|
Mengis Capital Management, Inc.
|
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|
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|
Cypress Capital Management LLC (WY)
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
|
Ancora Advisors, LLC
|
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|
|
|
|
Clearview Wealth Advisors LLC
|
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|
|
|
|
Total Investment Management Inc
|
|
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
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|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Revisor Wealth Management LLC
|
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|
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|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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|
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|
Generali Investments, Management Co LLC
|
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|
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|
Nomura Asset Management Co Ltd
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
|
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|
Russell Investments Group, Ltd.
|
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Grove Bank & Trust
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
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|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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|
Campbell Newman Asset Management Inc
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|
Rise Advisors, LLC
|
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|
California State Teachers Retirement System
|
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|
Sawyer & Company, Inc
|
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WoodTrust Financial Corp
|
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|
Mission Wealth Management, Lp
|
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|
Court Place Advisors, LLC
|
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|
Tarbox Family Office, Inc.
|
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|
Clark Asset Management, LLC
|
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|
TCG Advisory Services, LLC
|
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|
IMA Wealth, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
OneAscent Financial Services LLC
|
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|
Lighthouse Investment Partners, LLC
|
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|
Perennial Investment Advisors, LLC
|
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|
MCF Advisors LLC
|
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|
FourThought Financial Partners, LLC
|
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|
Buckingham Strategic Partners
|
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|
Atlantic Trust, LLC
|
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|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
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|
Everpar Advisors Llc
|
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|
Pensionmark Financial Group, Llc
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
EDENTREE ASSET MANAGEMENT Ltd
|
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|
HBW Advisory Services LLC
|
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|
Trust Investment Advisors
|
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|
Tritonpoint Wealth, Llc
|
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|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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|
|
First Trust Advisors Lp
|
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|
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|
Maple Capital Management, Inc.
|
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|
Pioneer Trust Bank N A/or
|
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|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
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|
|
Pfc Capital Group, Inc.
|
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|
Sonora Investment Management Group, LLC
|
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|
|
Calamos Advisors LLC
|
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|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
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|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
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|
Blair William & Co/il
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
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|
|
M&G Plc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
|
|
Crews Bank & Trust
|
|
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|
|
|
Banco Santander, S.A.
|
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|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Jpmorgan Chase & Co
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
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|
Westover Capital Advisors, LLC
|
|
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|
United Community Bank
|
|
|
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|
|
New York State Teachers Retirement System
|
|
|
|
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|
Salomon & Ludwin, LLC
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
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|
Aegon Asset Management Uk Plc
|
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|
Ulland Investment Advisors, LLC
|
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|
Northstar Financial Companies, Inc.
|
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|
Klein Pavlis & Peasley Financial, Inc.
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
|
|
Compass Capital Management, Inc
|
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|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
|
Bedel Financial Consulting, Inc.
|
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|
Capstone Investment Advisors, Llc
|
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|
Quantinno Capital Management LP
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
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|
Wood Tarver Financial Group, LLC
|
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|
Mystic Asset Management, Inc.
|
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Zions Bancorporation, National Association /ut/
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Dakota Wealth Management
|
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|
Exchange Bank
|
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|
Great West Life Assurance Co /can/
|
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|
Meridian Investment Counsel Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Invesco, Llc
|
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|
Archford Capital Strategies, LLC
|
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|
Addison Advisors LLC
|
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|
Rnc Capital Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
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|
Patten Group, Inc.
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
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|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
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|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
|
|
Hurlow Wealth Management Group, Inc.
|
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|
Wealth Group, Ltd.
|
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|
Cornerstone Wealth Management, LLC
|
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|
Roberts Glore & Co Inc /il/
|
|
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|
Financial Advisors Network, Inc.
|
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|
|
Securian Asset Management, Inc
|
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|
|
Real Talk Capital, LLC
|
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|
Plancorp, LLC
|
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|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
|
|
Conning Inc.
|
|
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|
Ameritas Advisory Services, LLC
|
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|
Bank Of America Corp /de/
|
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
Oakworth Capital, Inc.
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Todd Asset Management Llc
|
|
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|
|
Sky Investment Group LLC
|
|
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|
|
Richardson Financial Services Inc.
|
|
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|
|
Allianz Asset Management GmbH
|
|
|
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|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
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First Hawaiian Bank
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Fairscale Capital, LLC
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Argent Trust Co
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Advanced Asset Management Advisors Inc
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CBOE Vest Financial, LLC
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Private Advisor Group, LLC
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Grimes & Company, Inc.
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Samjo Management, LLC
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Venture Visionary Partners LLC
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ProShare Advisors LLC
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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SkyOak Wealth, LLC
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Financial Perspectives, Inc
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Guardian Partners Inc.
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Ostrum Asset Management
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Toth Financial Advisory Corp
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Jacobi Capital Management LLC
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Painted Porch Advisors LLC
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Plimoth Trust Co Llc
|
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Ing Groep Nv
|
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Inlet Private Wealth, LLC
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Belpointe Asset Management LLC
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VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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Geode Capital Management, Llc
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Ofi Invest Asset Management
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Compagnie Lombard Odier SCmA
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Aaron Wealth Advisors LLC
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Kimelman & Baird, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Perfromance Wealth Partners, LLC
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Alamea Verwaltungs GmbH
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Bridgewater Associates, LP
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Fruth Investment Management
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Wambolt & Associates, LLC
|
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Parkside Financial Bank & Trust
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Stiles Financial Services Inc
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Logan Capital Management Inc
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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Howland Capital Management Llc
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Cetera Investment Advisers
|
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Bollard Group LLC
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Millstone Evans Group, LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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SS&H Financial Advisors, Inc.
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Jackson Square Capital, Llc
|
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Marcum Wealth, LLC
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Rossby Financial, LCC
|
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Ensign Peak Advisors, Inc
|
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
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Panagora Asset Management Inc
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CIBC World Markets Inc.
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May Hill Capital, LLC
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Eagle Global Advisors Llc
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Argentarii, LLC
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Connecticut Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Nisa Investment Advisors, Llc
|
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|
Blackhawk Capital Partners LLC.
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Midland Wealth Advisors Llc
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Hoey Investments, Inc
|
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|
Camden National Bank
|
|
|
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|
Harwood Advisory Group, LLC
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Cito Capital Group, LLC
|
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|
Brave Asset Management Inc
|
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|
CoreCap Advisors, LLC
|
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|
Gateway Investment Advisers Llc
|
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|
Inscription Capital, LLC
|
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|
Financial Network Wealth Management LLC
|
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|
|
Rooted Wealth Advisors, Inc.
|
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|
Global Trust Asset Management, LLC
|
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|
ICONIQ Capital, LLC
|
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|
Prospera Capital Management, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
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|
Voleon Capital Management Lp
|
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|
Pathway Financial Advisors LLC
|
|
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|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Boston Research & Management Inc
|
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MSH Capital Advisors LLC
|
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Assenagon Asset Management S.A.
|
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SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
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|
Marble Harbor Investment Counsel, LLC
|
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Bard Financial Services, Inc.
|
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Tyche Wealth Partners LLC
|
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Royal Bank Of Canada
|
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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Erste Asset Management GmbH
|
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Copia Wealth Management
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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|
Veracity Capital LLC
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Mpwm Advisory Solutions, Llc
|
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First National Bank Sioux Falls
|
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Arete Wealth Advisors, LLC
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Korea Investment CORP
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Lake Street Financial Llc
|
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Asset Dedication, LLC
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Hilton Capital Management, LLC
|
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Nuveen Multi-Asset Income Fund
|
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Peddock Capital Advisors, Llc
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Catalyst Capital Advisors LLC
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Archer Investment Corp
|
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Windward Private Wealth Management Inc.
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Oppenheimer Asset Management Inc.
|
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Old Second National Bank Of Aurora
|
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Woodmont Investment Counsel Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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Stephens Inc /ar/
|
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|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Motco
|
|
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White Pine Capital Llc
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Park National Corp /oh/
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Swiss National Bank
|
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|
Centerpoint Advisory Group
|
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Wealthfront Advisers Llc
|
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Journey Advisory Group, LLC
|
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Stonegate Investment Group, LLC
|
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Osher Van de Voorde Investment Management
|
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Sound Income Strategies, LLC
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Janney Montgomery Scott LLC
|
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Capital Fund Management S.a.
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Prestige Wealth Management Group LLC
|
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Wolverine Asset Management Llc
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Profunds - Profund Vp Ultrabull
|
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Oliver Lagore Vanvalin Investment Group
|
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Goldman Sachs Group Inc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
Camden Capital, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
|
UNIVEST FINANCIAL Corp
|
|
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|
|
Capstone Triton Financial Group, LLC
|
|
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|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
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|
|
Insight Inv LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
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|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
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|
|
Autumn Glory Partners, LLC
|
|
|
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|
|
TL Private Wealth
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Eads & Heald Wealth Management
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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Assetmark, Inc
|
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|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Gimbal Financial
|
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IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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Quadrant Capital Group Llc
|
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Legacy Bridge, LLC
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Linscomb & Williams, Inc.
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Pines Wealth Management, LLC
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Boothbay Fund Management, Llc
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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Miramar Capital, LLC
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Armis Advisers, LLC
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FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
|
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|
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Northwest Quadrant Wealth Management, LLC
|
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Aull & Monroe Investment Management Corp
|
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EagleClaw Capital Managment, LLC
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Insigneo Advisory Services, Llc
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Vaughan Nelson Investment Management, L.p.
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Merit Financial Group, LLC
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MidWestOne Financial Group, Inc.
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KBC Group NV
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Legacy Financial Advisors, Inc.
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
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Matrix Private Capital Group Llc
|
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|
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Gen-Wealth Partners Inc
|
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|
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Waldron Private Wealth LLC
|
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Dominguez Wealth Management Solutions, Inc.
|
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Processus Wealth & Capital Management, LLC
|
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Godsey & Gibb Associates
|
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Azzad Asset Management Inc /adv
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
Synovus Financial Corp
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
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First Foundation Advisors
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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Oarsman Capital, Inc.
|
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Oak Hill Wealth Advisors, Llc
|
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Renaissance Investment Group LLC
|
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Independent Advisor Alliance
|
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Flagship Harbor Advisors, Llc
|
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Principia Wealth Advisory, LLC
|
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Claris Financial LLC
|
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United Capital Financial Advisers, Llc
|
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Trust Co Of Virginia /va
|
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Optimum Investment Advisors
|
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M&t Bank Corp
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Claro Advisors LLC
|
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|
Tema Etfs Llc
|
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Asset Advisors Investment Management, LLC
|
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Everett Harris & Co /ca/
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
Aviance Capital Partners, LLC
|
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|
Qube Research & Technologies Ltd
|
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|
Huntington National Bank
|
|
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|
Pittenger & Anderson Inc
|
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Cohen Klingenstein LLC
|
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Centerstone Investors, LLC
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
J.Safra Asset Management Corp
|
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|
Canandaigua National Bank & Trust Co
|
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|
Atlas Wealth LLC
|
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|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
Eastern Bank
|
|
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Lcnb Corp
|
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|
Lafayette Investments, Inc.
|
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|
Sovereign Financial Group, Inc.
|
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|
SNS Financial Group, LLC
|
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|
VestGen Advisors, LLC
|
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|
Childress Capital Advisors, Llc
|
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|
Versant Capital Management, Inc
|
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|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
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|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
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|
|
|
Great Lakes Retirement, Inc.
|
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|
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|
|
Cairn Investment Group, Inc.
|
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|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
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|
|
Mutual Of America Capital Management Llc
|
|
|
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|
|
Stonebridge Financial Group, LLC
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
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|
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|
HHM Wealth Advisors, LLC
|
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|
|
|
Bank Of Stockton
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
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|
|
Decker Retirement Planning Inc.
|
|
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|
|
Ahl Investment Management, Inc.
|
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|
Ade, Llc
|
|
|
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|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Nbc Securities, Inc.
|
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|
ASR Vermogensbeheer N.V.
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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|
Argyle Capital Management Inc.
|
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|
Meridian Wealth Management, LLC
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
|
Wisconsin Capital Management Llc
|
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|
ARS Investment Partners, LLC
|
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|
Fulcrum Asset Management LLP
|
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Mattern Capital Management, Llc
|
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|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
|
|
Bnc Wealth Management, Llc
|
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|
|
Nuveen, LLC
|
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|
|
|
|
Argonautica Private Wealth Management, Inc
|
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|
|
Kinloch Capital, LLC
|
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|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
|
|
|
Nordwand Advisors, LLC
|
|
|
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|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
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|
|
|
Vermillion Wealth Management, Inc.
|
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|
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|
Indiana Trust & Investment Management CO
|
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|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
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|
|
New Hampshire Trust
|
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|
Westhampton Capital, LLC
|
|
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|
Pettyjohn, Wood & White, Inc
|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
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|
|
|
|
Price T Rowe Associates Inc /md/
|
|
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|
|
Center for Financial Planning, Inc.
|
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|
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|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
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|
|
Wealthcare Advisory Partners LLC
|
|
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|
|
O'shaughnessy Asset Management, Llc
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
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|
Bridge Creek Capital Management LLC
|
|
|
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|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
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Personal Cfo Solutions, Llc
|
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Equitable Trust Co
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Yousif Capital Management, Llc
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Tokio Marine Asset Management Co Ltd
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Anfield Capital Management, LLC
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Schroder Investment Management Group
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Longfellow Investment Management Co Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Capital Asset Advisory Services LLC
|
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O'Brien Greene & Co. Inc
|
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Ramsay, Stattman, Vela & Price, Inc.
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Dillon & Associates Inc
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
AMG National Trust Bank
|
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|
Onefund, Llc
|
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Advisor Resource Council
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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UniSuper Management Pty Ltd
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
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Washington Trust Advisors, Inc.
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Alliancebernstein L.p.
|
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Friedenthal Financial
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Parallel Advisors, LLC
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SILVER OAK SECURITIES, Inc
|
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Greenfield Savings Bank
|
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Jfs Wealth Advisors, Llc
|
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Capital Investment Advisory Services, LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Jmac Enterprises Llc
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Pacer Advisors, Inc.
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Transce3nd, LLC
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Alta Advisers Ltd
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Saturna Capital CORP
|
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Corbyn Investment Management Inc/md
|
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
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|
Silver Lake Advisory, LLC
|
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MainStreet Investment Advisors LLC
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Barrett & Company, Inc.
|
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State of Tennessee, Treasury Department
|
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Intact Investment Management Inc.
|
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Acropolis Investment Management, LLC
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DecisionPoint Financial, LLC
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Fagan Associates, Inc.
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Brinker Capital Investments, LLC
|
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Pictet Asset Management Holding SA
|
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Matrix Trust Co
|
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Kentucky Retirement Systems
|
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Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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Financial Management Professionals, Inc.
|
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Bank of Jackson Hole Trust
|
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Trust Co of Kansas
|
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Polymer Capital Management (US) LLC
|
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Invesco Ltd.
|
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Horst & Graben Wealth Management LLC
|
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
LPL Financial LLC
|
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Ashton Thomas Private Wealth, LLC
|
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Profunds - Profund Vp Large-cap Value
|
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|
Arizona State Retirement System
|
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Bbr Partners, Llc
|
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Capula Management Ltd
|
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Capital Management Associates, Inc
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
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|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
Haverford Trust Co
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
|
|
Hancock Whitney Corp
|
|
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|
Enclave Advisors LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
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|
Excalibur Management Corp
|
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|
Colonial Trust Co / SC
|
|
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|
Gallagher Fiduciary Advisors, LLC
|
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|
City State Bank
|
|
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|
Bordeaux Wealth Advisors LLC
|
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|
Roanoke Asset Management Corp/ Ny
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
|
|
Volterra Technologies LP
|
|
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|
|
|
Patrick M Sweeney & Associates, Inc
|
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|
Windsor Capital Management, LLC
|
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|
|
Krilogy Financial LLC
|
|
|
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|
|
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
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|
|
Orion Investment Co
|
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|
|
|
|
Seacrest Wealth Management, Llc
|
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|
Level Four Advisory Services, Llc
|
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|
|
Kestra Investment Management, LLC
|
|
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|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
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Advisory Services Network, LLC
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PFG Advisors
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Hall Laurie J Trustee
|
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CLARET ASSET MANAGEMENT Corp
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B. Metzler seel. Sohn & Co. AG
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First Manhattan Co
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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Compass Financial Group, INC/SD
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Joule Financial, LLC
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Sienna Gestion
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Security National Bank
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Sava Infond d.o.o.
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Segment Wealth Management, LLC
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Prudent Man Advisors, LLC
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Concurrent Investment Advisors, LLC
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Proffitt & Goodson Inc
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Howe & Rusling Inc
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Johnson Financial Group, Inc.
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Beacon Capital Management, LLC
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Winnow Wealth Llc
|
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AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
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Tredje AP-fonden
|
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Miracle Mile Advisors, LLC
|
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Deprince Race & Zollo Inc
|
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IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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CSM Advisors, LLC
|
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Tounjian Advisory Partners, Llc
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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Klp Kapitalforvaltning As
|
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Equitable Holdings, Inc.
|
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Thoroughbred Financial Services, Llc
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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Guyasuta Investment Advisors Inc
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WFA of San Diego, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
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Tower Bridge Advisors
|
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Deroy & Devereaux Private Investment Counsel Inc
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Nicolet Bankshares Inc
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Hartford Investment Management Co
|
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BRYN MAWR TRUST Co
|
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HT Partners LLC
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Cyndeo Wealth Partners, LLC
|
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Global X Japan Co., Ltd.
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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KLCM Advisors, Inc.
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Newton One Investments LLC
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Neville Rodie & Shaw Inc
|
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Fiduciary Family Office, Llc
|
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Murphy Pohlad Asset Management LLC
|
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Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
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|
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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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|
Heritage Trust Co
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Texas Permanent School Fund
|
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GWM Advisors LLC
|
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
Putnam Fl Investment Management Co
|
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|
Telos Capital Management, Inc.
|
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Aptus Capital Advisors, LLC
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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3Chopt Investment Partners, LLC
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Redmond Asset Management, LLC
|
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|
Retirement Systems of Alabama
|
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Bridgewater Advisors Inc.
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Aureus Asset Management, LLC
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Us Bancorp \de\
|
|
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|
|
Kingstone Capital Partners Texas, LLC
|
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|
Allied Investment Advisors, LLC
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
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|
|
|
Private Management Group Inc
|
|
|
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|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
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SlateStone Wealth, LLC
|
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Abn Amro Investment Solutions
|
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Philadelphia Trust Co
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund 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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|
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|
CFS Investment Advisory Services, LLC
|
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|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
St. Johns Investment Management Company, LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Moors & Cabot, Inc.
|
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|
Metis Global Partners, LLC
|
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|
Kcm Investment Advisors Llc
|
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|
Sunbelt Securities, Inc.
|
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Duncker Streett & Co Inc
|
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Hudson Bay Capital Management LP
|
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Garda Capital Partners Lp
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
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|
Gamco Investors, Inc. Et Al
|
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|
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|
Diversify Advisory Services, LLC
|
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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|
Stifel Financial Corp
|
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Petros Family Wealth, LLC
|
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Centric Wealth Management
|
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Physicians Financial Services, Inc.
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Sachetta, LLC
|
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Silvia Mccoll Wealth Management, Llc
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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|
F/M Investments LLC
|
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Newbridge Financial Services Group, Inc.
|
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Aristotle Capital Management, LLC
|
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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|
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|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
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Harbour Trust & Investment Management Co
|
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PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
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GHP Investment Advisors, Inc.
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
Capital World Investors
|
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Axa S.a.
|
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Wells Fargo & Company/mn
|
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Fiduciary Group LLC
|
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
|
Atlantic Union Bankshares Corp
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Northern Trust Corp
|
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|
Ameriflex Group, Inc.
|
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WASHINGTON TRUST Co
|
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AIMZ Investment Advisors, LLC
|
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Kanawha Capital Management Llc
|
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ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
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|
Oribel Capital Management, LP
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
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|
Peninsula Asset Management Inc
|
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National Bank Of Canada /fi/
|
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Tudor Investment Corp Et Al
|
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Front Row Advisors LLC
|
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Academy Capital Management Inc/tx
|
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|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
One Wealth Advisors, LLC
|
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Claris Advisors, Llc / Mo /
|
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|
Cape Investment Advisory, Inc.
|
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Savant Capital, LLC
|
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|
Headinvest, Llc
|
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|
Clark Capital Management Group, Inc.
|
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|
Welch Group, LLC
|
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|
Huntleigh Advisors, Inc.
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Federated Hermes, Inc.
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
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Miller Investment Management, LP
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
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|
Tcfg Wealth Management, Llc
|
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|
Montag A & Associates Inc
|
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|
AIA Group Ltd
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Opal Wealth Advisors, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Envestnet Asset Management Inc
|
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|
Daiwa Securities Group Inc.
|
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|
SevenBridge Financial Group, LLC
|
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|
Arlington Trust Co LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
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|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
|
|
Bill Few Associates, Inc.
|
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|
|
Bellevue Asset Management, Llc
|
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|
Woodline Partners LP
|
|
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|
Addenda Capital Inc.
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
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Accredited Wealth Management, LLC
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Coastline Trust Co
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Hill Island Financial Llc
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Edgemoor Investment Advisors, Inc.
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FT Vest Total Return Income Fund: Series B1
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
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BTC Capital Management, Inc.
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MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
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Provenance Wealth Advisors, LLC
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
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Optas, LLC
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J. W. Coons Advisors, LLC
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Jones Financial Companies Lllp
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PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Focus Financial Network, Inc.
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Mizuho Securities Usa Llc
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ULPIX - Profunds - Ultrabull Profund Investor Class
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Curat Global, LLC
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Somerset Trust Co
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Hudson Valley Investment Advisors Inc /adv
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Wedbush Securities Inc
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Avestar Capital, LLC
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Carret Asset Management, Llc
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Kovack Advisors, Inc.
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MN Wealth Advisors, LLC
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Dupont Capital Management Corp
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Benjamin Edwards Inc
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Kovitz Investment Group Partners, LLC
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Activest Wealth Management
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Advisors Asset Management, Inc.
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
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Hengehold Capital Management Llc
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Oppenheimer & Co Inc
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Diversified Trust Co
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Checchi Capital Advisers, LLC
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Coston, McIsaac & Partners
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STAR Financial Bank
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Bank Of Montreal /can/
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Laffer Investments
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Paladin Advisory Group, LLC
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Bonness Enterprises Inc
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Dogwood Wealth Management LLC
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Nuveen S&p 500 Buywrite Income Fund
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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Beach Investment Counsel Inc/pa
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Magnus Financial Group LLC
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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Wedge Capital Management L L P/nc
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Commerce Bank
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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Trium Capital LLP
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World Equity Group, Inc.
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
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Pinnacle Wealth Planning Services, Inc.
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Td Private Client Wealth Llc
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Cresset Asset Management, LLC
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HighMark Wealth Management LLC
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Washington Capital Management Inc
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Roman Butler Fullerton & Co
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Cottonwood Capital Advisors, Llc
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URTH - iShares, Inc. - iShares MSCI World ETF
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Cornerstone Planning Group LLC
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Toronto Dominion Bank
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Gulf International Bank (UK) Ltd
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Sei Investments Co
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Robertson Stephens Wealth Management, LLC
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Stonebridge Capital Management Inc
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Bank Julius Baer & Co. Ltd, Zurich
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Rogco, Lp
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
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Dunhill Financial, LLC
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DMG Group, LLC
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Lazard Asset Management Llc
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Mission Creek Capital Partners, Inc.
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Am Investment Strategies Llc
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Smith Shellnut Wilson Llc /adv
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Manning & Napier Advisors Llc
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Dynamic Advisor Solutions LLC
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Stock Yards Bank & Trust Co
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Schonfeld Strategic Advisors LLC
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Peoples Financial Services Corp.
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Nicolet Advisory Services, Llc
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First Pacific Financial
|
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Twin Peaks Wealth Advisors, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Hopwood Financial Services, Inc.
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Twin Tree Management, LP
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RFG - Bristol Wealth Advisors, LLC
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Nvwm, Llc
|
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St. James Investment Company, LLC
|
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Toroso Investments, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
Capital Analysts, Inc.
|
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|
Brandes Investment Partners, Lp
|
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|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
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|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
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|
RiverFront Investment Group, LLC
|
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|
Cape Cod Five Cents Savings Bank
|
|
|
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|
|
ExodusPoint Capital Management, LP
|
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Summit Financial, LLC
|
|
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|
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Ag2r La Mondiale Gestion D'actifs
|
|
|
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|
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
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|
Caxton Associates Llp
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
|
Asset Planning,Inc
|
|
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|
ARS Wealth Advisors Group, LLC
|
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|
Canada Pension Plan Investment Board
|
|
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|
Steward Partners Investment Advisory, Llc
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
|
GAST - Gabelli ETFs Trust - Gabelli Automation ETF
|
|
|
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
