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Blue Chip Partners, Inc.
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Glenmede Trust Co Na
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Skye Global Management LP
|
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McElhenny Sheffield Capital Management, LLC
|
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Burns J W & Co Inc/ny
|
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|
Fosun International Ltd
|
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Bleakley Financial Group, LLC
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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Cerity Partners LLC
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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Alyeska Investment Group, L.P.
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PFG Advisors
|
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Nautilus Advisors LLC
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Community Financial Services Group, LLC
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Ci Investments Inc.
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Point72 Hong Kong Ltd
|
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FSM Wealth Advisors, LLC
|
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|
USA Financial Portformulas Corp
|
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|
Toth Financial Advisory Corp
|
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Forte Capital Llc /adv
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Bond & Devick Financial Network, Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Quest Partners LLC
|
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|
Stock Yards Bank & Trust Co
|
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Texas Permanent School Fund
|
|
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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Hantz Financial Services, Inc.
|
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Sherbrooke Park Advisers Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
Old North State Trust, LLC
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BRYN MAWR TRUST Co
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Louisbourg Investments Inc.
|
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Financial Futures Ltd Liability Co.
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Kingdon Capital Management, L.l.c.
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Petix & Botte Co
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
D'Orazio & Associates, Inc.
|
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Cambridge Investment Research Advisors, Inc.
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Country Trust Bank
|
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Townsend & Associates, Inc
|
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Left Brain Wealth Management, LLC
|
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Perpetual Ltd
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Td Private Client Wealth Llc
|
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California Public Employees Retirement System
|
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First National Bank of Mount Dora, Trust Investment Services
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Hilltop Holdings Inc.
|
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Millstone Evans Group, LLC
|
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United Community Bank
|
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Missouri Trust & Investment Co
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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|
Calamos Global Dynamic Income Fund
|
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|
Sterling Investment Advisors, Ltd.
|
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Duff & Phelps Investment Management Co
|
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Citadel Advisors Llc
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Ensign Peak Advisors, Inc
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Cornerstone Advisors, LLC
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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Partners Group Private Equity (master Fund), Llc
|
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Birch Hill Investment Advisors LLC
|
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Aviso Wealth Management
|
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Cedar Mountain Advisors, LLC
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
Sawgrass Asset Management Llc
|
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|
Union Savings Bank
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
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|
Stephens Inc /ar/
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Flynn Zito Capital Management, Llc
|
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|
Laffer Investments
|
|
|
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|
Avalon Trust Co
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
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|
|
Delta Financial Group, Inc.
|
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|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
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|
|
Capital Planning LLC
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
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|
|
First National Bank Sioux Falls
|
|
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|
Advisor Group Holdings, Inc.
|
|
|
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|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
UBS Group AG
|
|
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|
|
Drake & Associates, LLC
|
|
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|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
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|
|
|
|
Edge Wealth Management LLC
|
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|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
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|
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Wealth Management Associates, Inc.
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
Mount Yale Investment Advisors, LLC
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|
Advisors Management Group Inc /adv
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|
Fieldview Capital Management, LLC
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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|
Summit Asset Management, LLC
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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|
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|
Chapman Investment Management, LLC
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|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
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|
Delta Asset Management Llc/tn
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|
State Board Of Administration Of Florida Retirement System
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|
Scientech Research LLC
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|
Spears Abacus Advisors LLC
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Iowa State Bank
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Sterneck Capital Management, LLC
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First Community Trust Na
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Banque Transatlantique SA
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Semus Wealth Partners LLC
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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|
Northwest Bancshares, Inc.
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
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Geneva Partners, LLC
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Atlantic Union Bankshares Corp
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Ballentine Partners, LLC
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Waverton Investment Management Ltd
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Smith Chas P & Associates Pa Cpas
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
Csenge Advisory Group
|
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Miramar Capital, LLC
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IMG Wealth Management, Inc.
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Accretive Wealth Partners, LLC
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Valued Wealth Advisors LLC
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|
Washington Trust Advisors, Inc.
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|
Core Alternative Capital
|
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|
Mengis Capital Management, Inc.
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|
McDonough Capital Management, Inc
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Cresset Asset Management, LLC
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FT Vest Total Return Income Fund: Series A2
|
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Alta Advisers Ltd
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Wsfs Capital Management, Llc
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Boyd Watterson Asset Management Llc/oh
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Rational Advisors Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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|
State Street Corp
|
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Terra Alpha Investments LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Matrix Trust Co
|
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|
Adell Harriman & Carpenter Inc
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Indiana Trust & Investment Management CO
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MidWestOne Financial Group, Inc.
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Deutsche Bank Ag\
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
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|
Raymond James Financial Inc
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
Centennial Bank/AR/
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|
Hollencrest Capital Management
|
|
|
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
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|
Nbc Securities, Inc.
|
|
|
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|
Oribel Capital Management, LP
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
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|
Wendell David Associates Inc
|
|
|
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|
L & S Advisors Inc
|
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|
JNBA Financial Advisors
|
|
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|
Beacon Investment Advisors Llc
|
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|
PFS Partners, LLC
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|
Royal London Asset Management Ltd
|
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|
Alpine Bank Wealth Management
|
|
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
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|
Wolverine Trading, Llc
|
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|
|
|
|
Murphy & Mullick Capital Management Corp
|
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|
Sumitomo Life Insurance Co
|
|
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|
Colonial Trust Advisors
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
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|
|
Mairs & Power Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
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|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Allspring Global Investments Holdings, LLC
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Parkworth Wealth Management, Inc.
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Octavia Wealth Advisors, LLC
|
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AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
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Oddo Bhf Asset Management Sas
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Verus Capital Partners, Llc
|
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Sunbelt Securities, Inc.
|
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|
O'Brien Greene & Co. Inc
|
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SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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Westbourne Investments, Inc.
|
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|
Forza Wealth Management, LLC
|
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Uhlmann Price Securities, Llc
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|
RBA Wealth Management, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
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|
Advisor OS, LLC
|
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Roble, Belko & Company, Inc
|
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MJT & Associates Financial Advisory Group, Inc.
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Ascent Group, LLC
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Bayesian Capital Management, LP
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
EverSource Wealth Advisors, LLC
|
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AAFMAA Wealth Management & Trust LLC
|
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Bard Financial Services, Inc.
|
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McAdam, LLC
|
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Rossmore Private Capital
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Dynamic Technology Lab Private Ltd
|
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Clark Capital Management Group, Inc.
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Waterloo Capital, L.P.
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Kestra Investment Management, LLC
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Rehmann Capital Advisory Group
|
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CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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|
Commonwealth Equity Services, Llc
|
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MUFG Securities EMEA plc
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Shepherd Financial Partners LLC
|
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Columbia Asset Management
|
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Partners Group Holding AG
|
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Arkadios Wealth Advisors
|
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Brookfield Real Assets Income Fund Inc.
|
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|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Citizens National Bank Trust Department
|
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Bank Of Montreal /can/
|
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Crestwood Advisors Group LLC
|
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STAR Financial Bank
|
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Jefferies Financial Group Inc.
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
MCF Advisors LLC
|
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|
InTrack Investment Management Inc
|
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Prime Capital Investment Advisors, LLC
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Abound Wealth Management
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Cornerstone Wealth Group, LLC
|
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Hemington Wealth Management
|
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Gwn Securities Inc.
|
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Arrowstreet Capital, Limited Partnership
|
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Peregrine Asset Advisers, Inc.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Solidarilty Wealth, LLC
|
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|
Exencial Wealth Advisors, Llc
|
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Cobblestone Capital Advisors Llc /ny/
|
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Renaissance Group Llc
|
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Itau Unibanco Holding S.A.
|
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|
Miracle Mile Advisors, LLC
|
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|
|
Nuveen S&p 500 Buywrite Income Fund
|
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|
KBC Group NV
|
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|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
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|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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|
Putney Financial Group LLC
|
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|
Garrison Point Advisors, Llc
|
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|
Versant Capital Management, Inc
|
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|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Eubel Brady & Suttman Asset Management Inc
|
|
|
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|
Weinberger Asset Management, Inc
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
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|
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|
Zullo Investment Group, Inc.
|
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|
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|
|
Facet Wealth, Inc.
|
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|
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|
|
Retirement Planning Group
|
|
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|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Garner Asset Management Corp
|
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|
|
Jones Financial Companies Lllp
|
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|
|
Cheviot Value Management, LLC
|
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|
Colony Group, LLC
|
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|
|
Worldquant Millennium Advisors Llc
|
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|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
Frank, Rimerman Advisors LLC
|
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|
Aries Wealth Management
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
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|
Bank Of Nova Scotia
|
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|
|
|
|
Fortis Group Advisors, LLC
|
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|
Bragg Financial Advisors, Inc
|
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|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
|
|
Tower Bridge Advisors
|
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|
Grove Street Fiduciary, LLC
|
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|
Patrick Mauro Investment Advisor, INC.
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|
Old National Bancorp /in/
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|
Zacks Investment Management
|
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|
Adage Capital Partners Gp, L.l.c.
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
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|
Larson Financial Group LLC
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|
Horizons Wealth Management
|
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|
Investment House Llc
|
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|
Bear Mountain Capital, Inc.
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Key FInancial Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Auxano Advisors, LLC
|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
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|
First Citizens Bank & Trust Co
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Hall Laurie J Trustee
|
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|
SOA Wealth Advisors, LLC.
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|
Successful Portfolios LLC
|
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|
Trust Co of the South
|
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|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Capital Advisors Wealth Management, LLC
|
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|
Evermay Wealth Management Llc
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
ProShare Advisors LLC
|
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|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
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|
Core Wealth Partners LLC
|
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|
|
Tidemark, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
|
Tiaa Trust, National Association
|
|
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|
|
LS Investment Advisors, LLC
|
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|
WealthTrak Capital Management LLC
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|
Broadway Wealth Solutions, Inc.
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Trillium Asset Management, Llc
|
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Citizens Financial Group Inc/ri
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Ausdal Financial Partners, Inc.
|
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American Century Companies Inc
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Beacon Financial Group
|
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Ramirez Asset Management, Inc.
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Guggenheim Capital Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
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Wedgewood Investors Inc /pa/
|
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WT Wealth Management
|
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|
Arjuna Capital
|
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Balyasny Asset Management Llc
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Mainstay Capital Management Llc /adv
|
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Engineers Gate Manager LP
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
BayBridge Capital Group, LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Ecofi Investissements Sa
|
|
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|
Bay Harbor Wealth Management, LLC
|
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GeoWealth Management, LLC
|
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Stokes Family Office, LLC
|
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|
Profunds - Profund Vp Industrials
|
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|
Lewis Asset Management, LLC
|
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|
Rossby Financial, LCC
|
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|
Amplius Wealth Advisors, LLC
|
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|
Resources Management Corp /ct/ /adv
|
|
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|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
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|
Wd Rutherford Llc
|
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|
Canada Post Corp Registered Pension Plan
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
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|
|
|
D.a. Davidson & Co.
|
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|
Cito Capital Group, LLC
|
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|
Assetmark, Inc
|
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|
Stance Capital Llc
|
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|
Pittenger & Anderson Inc
|
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|
Archford Capital Strategies, LLC
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Covenant Asset Management, LLC
|
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|
Grandfield & Dodd, Llc
|
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|
Southland Equity Partners LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
Northeast Investment Management
|
|
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|
Chapman Financial Group, Llc
|
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|
Vancity Investment Management Ltd
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Capital International Investors
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
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|
|
Impact Capital Partners LLC
|
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|
|
Covea Finance
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Smith, Moore & Co.
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1st Source Bank
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Avion Wealth
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Marcum Wealth, LLC
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OneAscent Financial Services LLC
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PKO Investment Management Joint-Stock Co
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Financial Management Professionals, Inc.
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Inceptionr Llc
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Breed's Hill Capital LLC
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Knuff & Co LLC
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Financial Guidance Group, Inc.
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KKM Financial LLC
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Moody Lynn & Lieberson, Llc
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Compton Wealth Advisory Group, LLC
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Stonegate Investment Group, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Quent Capital, LLC
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TLW Wealth Management, LLC
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Federation des caisses Desjardins du Quebec
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KLCM Advisors, Inc.
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Stratos Wealth Advisors, LLC
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Mirae Asset Global Investments Co., Ltd.
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Chicago Partners Investment Group LLC
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
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Grove Bank & Trust
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
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EUSM - Strategy Shares - Eventide US Market ETF
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Stablepoint Partners, LLC
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Westwood Holdings Group Inc
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ABN AMRO Bank N.V.
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Rhumbline Advisers
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Human Investing LLC
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
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Boston Trust Walden Corp
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Voya Financial Advisors, Inc.
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
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HORAN Wealth, LLC
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
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Profunds - Profund Vp Bull
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Cypress Wealth Services, LLC
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Comprehensive Financial Planning, Inc./PA
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
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Legacy Capital Group California, Inc.
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Bridgefront Capital, LLC
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Hrt Financial Lp
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Paradigm Financial Partners, Llc
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GPM Growth Investors, Inc.
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Texas Yale Capital Corp.
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Wealth Watch Advisors, INC
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Outfitter Financial LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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XML Financial, LLC
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TSP Capital Management Group, LLC
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EagleClaw Capital Managment, LLC
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Transce3nd, LLC
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
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Virginia Retirement Systems Et Al
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GW&K Investment Management, LLC
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EXI - iSHARES TRUST - iShares Global Industrials ETF
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Godshalk Welsh Capital Management, Inc.
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Janney Montgomery Scott LLC
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Neuberger Berman Group LLC
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Piscataqua Savings Bank
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Integrated Wealth Concepts LLC
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Public Sector Pension Investment Board
|
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Teacher Retirement System Of Texas
|
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Tompkins Financial Corp
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CWA Asset Management Group, LLC
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MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
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Hohimer Wealth Management, Llc
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Concurrent Investment Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
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Puff Wealth Management, Llc
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Cynosure Management, Llc
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MainStreet Investment Advisors LLC
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Railway Pension Investments Ltd
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Assenagon Asset Management S.A.
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Farmers & Merchants Investments Inc
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Integrated Investment Consultants, LLC
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NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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St Germain D J Co Inc
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Dagco, Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Brown Advisory Inc
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Prospera Financial Services Inc
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United Bank
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iA Global Asset Management Inc.
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Sonata Capital Group Inc
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Captrust Financial Advisors
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Hughes Financial Services, LLC
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CENTRAL TRUST Co
|
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|
Apexium Financial, Lp
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OmniStar Financial Group, Inc.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
Hunter Associates Investment Management Llc
|
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|
Principia Wealth Advisory, LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Raab & Moskowitz Asset Management LLC
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|
IVC Wealth Advisors LLC
|
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AMF Pensionsforsakring AB
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Jackson, Grant Investment Advisers, Inc.
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|
Hartland & Co., LLC
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Orion Capital Management LLC
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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|
Lebenthal Global Advisors, LLC
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Bollard Group LLC
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Blume Capital Management, Inc.
|
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|
La Banque Postale Asset Management SA
|
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|
Baird Financial Group, Inc.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Wbh Advisory Inc
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|
Signature Resources Capital Management, LLC
|
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|
Bank & Trust Co
|
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|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
|
Ieq Capital, Llc
|
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|
Silvant Capital Management LLC
|
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|
|
Scarborough Advisors, LLC
|
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|
|
Clean Yield Group
|
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|
Denver Wealth Management, Inc.
|
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|
Farringdon Capital, Ltd.
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
|
|
|
CAPROCK Group, Inc.
|
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|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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|
|
|
|
Lakeside Advisors, INC.
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
|
|
|
Diversify Wealth Management, Llc
|
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|
|
Skopos Labs, Inc.
|
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|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
|
Harbor Investment Advisory, Llc
|
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|
Buckley Wealth Management, LLC
|
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|
Legacy Financial Advisors, Inc.
|
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|
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|
Berkeley Capital Partners, LLC
|
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|
Hm Payson & Co
|
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|
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|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Citigroup Inc
|
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|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
|
Blue Bell Private Wealth Management, Llc
|
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|
Ycg, Llc
|
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|
|
|
Strategic Investment Solutions, Inc. /IL
|
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|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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|
|
|
|
Park Place Capital Corp
|
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|
|
Westpac Banking Corp
|
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|
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|
|
Cidel Asset Management Inc
|
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|
|
Oakworth Capital, Inc.
|
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|
|
Guardian Wealth Management, Inc.
|
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|
|
New Mexico Educational Retirement Board
|
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|
|
|
|
Pinnacle Associates Ltd
|
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|
|
Impax Asset Management Group plc
|
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|
|
Amundi
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
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|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
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|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Disciplina Capital Management LLC
|
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|
|
Loomis Sayles & Co L P
|
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|
Northern Trust Corp
|
|
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|
Woodline Partners LP
|
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|
TCTC Holdings, LLC
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
GHP Investment Advisors, Inc.
|
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|
State of New Jersey Common Pension Fund D
|
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|
Fundsmith Investment Services Ltd.
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
|
|
Avantax Planning Partners, Inc.
|
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|
|
|
|
Stevens Capital Management Lp
|
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|
Snowden Capital Advisors LLC
|
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|
Lmcg Investments, Llc
|
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|
Diamant Asset Management, Inc.
|
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|
Regatta Capital Group, Llc
|
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|
Richard Bernstein Advisors LLC
|
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
|
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|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
|
|
Graypoint LLC
|
|
|
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|
|
Horizon Financial Services, Llc
|
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|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
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|
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|
Hoese & Co LLP
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
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|
|
Weatherly Asset Management L. P.
|
|
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|
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|
Qrg Capital Management, Inc.
|
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|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
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|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
EVX - VanEck Vectors ETF Trust - VanEck Vectors Environmental Services ETF
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
KPP Advisory Services LLC
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|
Heritage Trust Co
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Envestnet Asset Management Inc
|
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|
First Business Financial Services, Inc.
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|
Impact Investors, Inc
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Diamond Hill Capital Management Inc
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Resonant Capital Advisors, LLC
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Nilsine Partners, LLC
|
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|
Wellington Shields Capital Management, LLC
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|
Lazari Capital Management, Inc.
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|
Fjell Capital, LLC
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|
Koa Wealth Management, LLC
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|
Oak Asset Management, LLC
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|
Curio Wealth, Llc
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
New York State Common Retirement Fund
|
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|
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|
South Plains Financial, Inc.
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Townsquare Capital Llc
|
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Strengthening Families & Communities, LLC
|
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Argyle Capital Management Inc.
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Focus Financial Network, Inc.
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Berkshire Asset Management Llc/pa
|
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Alpha Cubed Investments, LLC
|
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|
Johnson Investment Counsel Inc
|
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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|
Opinicus Capital, Inc.
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
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|
SkyOak Wealth, LLC
|
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Schroder Investment Management Group
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Moran Wealth Management, LLC
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
ESL Trust Services, LLC
|
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|
Ledyard National Bank
|
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|
Chicago Capital, LLC
|
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Stack Financial Management, Inc
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Gleason Group, Inc.
|
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Soundwatch Capital LLC
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Portfolio Design Labs, LLC
|
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Kcm Investment Advisors Llc
|
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Jane Street Group, Llc
|
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Biltmore Wealth Management, LLC
|
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Bartlett & Co. Wealth Management Llc
|
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Alliance Wealth Advisors, LLC
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
DnB Asset Management AS
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Sawyer & Company, Inc
|
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RAM Investment Partners, LLC
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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|
NewSquare Capital LLC
|
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Amica Retiree Medical Trust
|
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Flagship Harbor Advisors, Llc
|
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1776 Wealth LLC
|
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|
Moody National Bank Trust Division
|
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Gables Capital Management Inc.
|
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PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
Pathway Financial Advisers, LLC
|
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|
Machina Capital S.a.s.
|
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|
Rexford Capital Inc
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
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|
Baker Avenue Asset Management, LP
|
|
|
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|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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|
|
|
|
FIL Ltd
|
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|
Trust Point Inc.
|
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|
Davis R M Inc
|
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|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
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|
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|
Ai Financial Services Llc
|
|
|
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|
Swiss National Bank
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
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|
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|
Koshinski Asset Management, Inc.
|
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|
|
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|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
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Holos Integrated Wealth LLC
|
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Ing Groep Nv
|
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German American Bancorp, Inc.
|
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Taikang Asset Management (Hong Kong) Co Ltd
|
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Quantbot Technologies LP
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
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|
Clarkston Capital Partners, LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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Mizuho Securities Usa Llc
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Capital Performance Advisors Llp
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Oxford Asset Management Llp
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VCIGX - VALIC Co I - Dividend Value Fund
|
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Fortitude Family Office, LLC
|
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Notis-McConarty Edward
|
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Pinnacle Financial Partners Inc
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Financial Network Wealth Advisors LLC
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Redwood Park Advisors LLC
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O'shaughnessy Asset Management, Llc
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Flaharty Asset Management, LLC
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Windward Capital Management Co /ca
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Bellwether Advisors, LLC
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Boston Family Office Llc
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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Charter Research & Investment Group, Inc.
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Advanced Portfolio Management, LLC
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Meridian Financial, LLC
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PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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Prairie Wealth Advisors, Inc.
|
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Alpine Global Dynamic Dividend Fund
|
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Capital A Wealth Management, LLC
|
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Coldstream Capital Management Inc
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Founders Financial Alliance, LLC
|
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GWM Advisors LLC
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Change Path, LLC
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Iron Horse Wealth Management, LLC
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Tradewinds Capital Management, LLC
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Police & Firemen's Retirement System of New Jersey
|
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Sequoia Financial Advisors, LLC
|
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Atomi Financial Group, Inc.
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
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|
Brentview Investment Management LLC
|
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|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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Morse Asset Management, Inc
|
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Wealth Alliance
|
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Fire Capital Management LLC
|
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AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Advisors Preferred, LLC
|
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|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
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Qube Research & Technologies Ltd
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Wealth Architects, LLC
|
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Alta Capital Management Llc/
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Retirement Systems of Alabama
|
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Hamilton Capital, LLC
|
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NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
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|
Mayflower Financial Advisors, LLC
|
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SummitTX Capital, L.P.
|
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Vertex Planning Partners, LLC
|
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|
FT Vest Total Return Income Fund: Series A3
|
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|
Meeder Asset Management Inc
|
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|
US Asset Management LLC
|
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Horizon Investments, LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
LGT Fund Management Co Ltd.
|
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|
Meeder Advisory Services, Inc.
|
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|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
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|
|
Rakuten Investment Management, Inc.
|
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|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
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|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
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|
|
Ninety One North America, Inc.
|
|
|
|
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|
Foster Dykema Cabot & Partners, Llc
|
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Van Cleef Asset Management,Inc
|
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|
First Trust Advisors Lp
|
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|
Slocum, Gordon & Co LLP
|
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|
United Asset Strategies, Inc.
|
|
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
|
Personal Cfo Solutions, Llc
|
|
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|
|
Team Financial Group, LLC
|
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|
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|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
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|
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|
Plancorp, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
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|
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|
|
Moseley Investment Management Inc
|
|
|
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|
|
Marshall Wace, Llp
|
|
|
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|
|
Solstein Capital, LLC
|
|
|
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|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Morgan Stanley Institutional Investment Advisors LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Robbins Farley Llc
|
|
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Lindbrook Capital, Llc
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Umb Bank N A/mo
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Beaird Harris Wealth Management, LLC
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Fiduciary Group LLC
|
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|
Compass Wealth Management LLC
|
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|
Garrett Investment Advisors LLC
|
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|
Monograph Wealth Advisors, Llc
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
|
Groupama Asset Managment
|
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|
Old Port Advisors
|
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|
Peterson Wealth Management
|
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|
Valmark Advisers, Inc.
|
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Hilltop National Bank
|
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
Viawealth, Llc
|
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|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Total Clarity Wealth Management, Inc.
|
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|
Verdence Capital Advisors LLC
|
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Van Hulzen Asset Management, LLC
|
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Thoroughbred Financial Services, Llc
|
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Oregon Public Employees Retirement Fund
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Belpointe Asset Management LLC
|
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Westchester Capital Management, Inc.
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Trifecta Capital Advisors, LLC
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Wolf Group Capital Advisors
|
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Caitong International Asset Management Co., Ltd
|
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Clear Investment Research, Llc
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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Little House Capital Llc
|
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MTM Investment Management, LLC
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Standard Life Aberdeen plc
|
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Jaffetilchin Investment Partners, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
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|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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Papp L Roy & Associates
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
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|
Asset Dedication, LLC
|
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|
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JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
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|
Mystic Asset Management, Inc.
|
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Quantum Private Wealth, LLC
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Hsbc Holdings Plc
|
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Capital Investment Advisory Services, LLC
|
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Harbour Investments, Inc.
|
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Pasadena Private Wealth, LLC
|
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Harvest Fund Management Co., Ltd
|
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T. Rowe Price Investment Management, Inc.
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Aspen Grove Capital, LLC
|
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|
Cornerstone Advisory, LLC
|
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Lvm Capital Management Ltd/mi
|
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Enhancing Capital LLC
|
|
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|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Lester Murray Antman dba SimplyRich
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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Saturna Capital CORP
|
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Mml Investors Services, Llc
|
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|
Payden & Rygel
|
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|
Stockman Wealth Management, Inc.
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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Main Street Group, LTD
|
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IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
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|
Sitrin Capital Management LLC
|
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Daymark Wealth Partners, Llc
|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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|
|
Hudock, Inc.
|
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|
Daiwa Securities Group Inc.
|
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|
Herold Advisors, Inc.
|
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|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
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|
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|
|
Sentry Investment Management Llc
|
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|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
|
Quantinno Capital Management LP
|
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|
J.Safra Asset Management Corp
|
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|
Trium Capital LLP
|
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|
Everence Capital Management Inc
|
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|
Harwood Advisory Group, LLC
|
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|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
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|
Ingalls & Snyder Llc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
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|
Meridian Wealth Partners, LLC
|
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|
PBMares Wealth Management LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
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|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
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|
Cwm, Llc
|
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|
Wedmont Private Capital
|
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|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Telos Capital Management, Inc.
|
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Etesian Wealth Advisors, Inc.
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WealthPlan Investment Management, LLC
|
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Zions Bancorporation, National Association /ut/
|
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Charter Trust Co
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
CVA Family Office, LLC
|
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|
Amalgamated Bank
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
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|
|
CWM Advisors, LLC
|
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|
Bernard Wealth Management Corp.
|
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Southeast Asset Advisors Inc.
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Primoris Wealth Advisors, Llc
|
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New Covenant Trust Company, N.A.
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Mmbg Investment Advisors Co.
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Financial Advocates Investment Management
|
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Cetera Investment Advisers
|
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Chesley Taft & Associates LLC
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Kennedy Investment Group
|
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Palumbo Wealth Management LLC
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Total Investment Management Inc
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Resolute Advisors LLC
|
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Silver Coast Investments LLC
|
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Purus Wealth Management, LLC
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
Summit Global Investments
|
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Roman Butler Fullerton & Co
|
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Plante Moran Financial Advisors, LLC
|
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Paragon Private Wealth Management, LLC
|
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Putnam Fl Investment Management Co
|
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Maseco Llp
|
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Pacitti Group Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Mather Group, Llc.
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Orleans Capital Management Corp/la
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WoodTrust Financial Corp
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Ostrum Asset Management
|
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Rise Advisors, LLC
|
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James J. Burns & Company, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Boston Research & Management Inc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Sheaff Brock Investment Advisors, LLC
|
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Glen Eagle Advisors, LLC
|
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|
Guyasuta Investment Advisors Inc
|
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TKG Advisors, LLC
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Allegheny Financial Group LTD
|
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Axq Capital, Lp
|
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Rowland & Co Investment Counsel/adv
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
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|
Asset Planning,Inc
|
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Consolidated Planning Corp
|
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|
IFG Advisory, LLC
|
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|
O'ROURKE & COMPANY, Inc
|
|
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
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|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
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|
Beutel, Goodman & Co Ltd.
|
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|
|
Kilter Group LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
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|
|
|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Jennison Associates Llc
|
|
|
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|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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MorganRosel Wealth Management, LLC
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City Holding Co
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McIlrath & Eck, LLC
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Diversified Enterprises, LLC
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Riggs Asset Managment Co. Inc.
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Sandhill Capital Partners LLC
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We Are One Seven, LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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Financial Advisory Service, Inc.
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Quadrant Capital Group Llc
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Mission Creek Capital Partners, Inc.
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Destination Wealth Management
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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Excalibur Management Corp
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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Susquehanna International Group, Llp
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Canton Hathaway, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
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Moisand Fitzgerald Tamayo, LLC
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Journey Strategic Wealth Llc
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
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Mission Wealth Management, Lp
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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First Hawaiian Bank
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Unigestion Holding SA
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Old Second National Bank Of Aurora
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
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State of Alaska, Department of Revenue
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Bokf, Na
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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Gateway Investment Advisers Llc
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Joel Isaacson & Co., LLC
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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Providence Wealth Advisors, LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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Armstrong Advisory Group, Inc
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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Bolthouse Investments, LLC
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Mv Capital Management, Inc.
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Kingsview Wealth Management, LLC
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Adviser Investments LLC
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Brady Family Wealth, Llc
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Generate Investment Management Ltd
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Okabena Investment Services Inc
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J. W. Coons Advisors, LLC
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Capital Planning Advisors, LLC
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First National Advisers, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Sloy Dahl & Holst, LLC
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Two Sigma Advisers, Lp
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Intrua Financial, LLC
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Halbert Hargrove Global Advisors, Llc
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Livforsakringsbolaget Skandia, Omsesidigt
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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Gateway Wealth Partners, LLC
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Peterson Wealth Services
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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Clearbridge Investments, LLC
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Catalytic Wealth RIA, LLC
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Morgan Stanley
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Falcon Wealth Planning
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Royal Fund Management, LLC
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Zrc Wealth Management, Llc
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Sound Income Strategies, LLC
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Procyon Private Wealth Partners, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
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High Note Wealth, LLC
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Northwestern Mutual Wealth Management Co
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Keystone Financial Group
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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Sax Wealth Advisors, Llc
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
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Geneos Wealth Management Inc.
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Guardian Wealth Advisors, Llc / Nc
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FLC Capital Advisors
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Moss Adams Wealth Advisors LLC
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Syntegra Private Wealth Group, LLC
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Fox Run Management, L.l.c.
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Ti-trust, Inc
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
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Alerus Financial Na
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Erste Asset Management GmbH
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Mitsubishi UFJ Trust & Banking Corp
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Ewa, Llc
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Axxcess Wealth Management, Llc
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Bessemer Group Inc
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TAX - EA Series Trust - Cambria Tax Aware ETF
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SRS Capital Advisors, Inc.
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Twin Lakes Capital Management, LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Spire Wealth Management
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Oppenheimer & Co Inc
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Dogwood Wealth Management LLC
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Czech National Bank
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
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Park National Corp /oh/
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Wiley Bros.-aintree Capital, Llc
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Quintet Private Bank (Europe) S.A.
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PharVision Advisers, LLC
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Farmers & Merchants Trust Co of Long Beach
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SOL Capital Management CO
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Hemenway Trust Co LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Dorsey & Whitney Trust CO LLC
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Kingswood Wealth Advisors, Llc
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Nikulski Financial, Inc.
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Compass Capital Corp /ma/ /adv
|
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Patrick M Sweeney & Associates, Inc
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Qtron Investments LLC
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Achmea Investment Management B.V.
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Motiv8 Investments LLC
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Farther Finance Advisors, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Gould Capital, LLC
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Millennium Management Llc
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Catalyst Capital Advisors LLC
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Cassia Capital Partners, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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Mendel Money Management
|
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CBOE Vest Financial, LLC
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Intact Investment Management Inc.
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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Rogco, Lp
|
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|
Old Point Trust & Financial Services N A
|
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|
Lido Advisors, LLC
|
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|
Scholtz & Company, Llc
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
Midwest Capital Advisors, LLC
|
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|
Sabal Trust CO
|
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|
Kestra Advisory Services, LLC
|
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|
Westend Capital Management LLC
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|
Longboard Asset Management, LP
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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|
New York Life Investment Management Llc
|
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|
Cardinal Point Capital Management, ULC
|
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|
Ipswich Investment Management Co., Inc.
|
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|
Legal & General Group Plc
|
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
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|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
|
Norden Group Llc
|
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|
TFR Capital, LLC.
|
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|
GAMMA Investing LLC
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
MBA Advisors LLC
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|
Cypress Asset Management Inc/tx
|
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|
Ridgewood Investments LLC
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|
Capital Square, LLC
|
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|
Cahaba Wealth Management, Inc.
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Coastline Trust Co
|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Genesee Capital Advisors, LLC
|
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|
Vanguard Group Inc
|
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|
Sovereign Financial Group, Inc.
|
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|
State Of Michigan Retirement System
|
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|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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|
Crossmark Global Holdings, Inc.
|
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|
Princeton Global Asset Management LLC
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|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
Inlet Private Wealth, LLC
|
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|
ARS Wealth Advisors Group, LLC
|
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|
Cherry Tree Wealth Management, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
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|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Aegon Asset Management Uk Plc
|
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|
Cohen Klingenstein LLC
|
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|
Jericho Financial, Llp
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
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|
Autumn Glory Partners, LLC
|
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|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
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|
YALL - Tidal ETF Trust - God Bless America ETF
|
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|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
Insigneo Advisory Services, Llc
|
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|
Nordwand Advisors, LLC
|
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|
Atom Investors LP
|
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|
Cascades Capital Asset Management, LLC
|
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|
Legacy Financial Group LLC
|
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|
|
Sivia Capital Partners, LLC
|
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|
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|
Haverford Trust Co
|
|
|
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Principal Street Partners, LLC
|
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|
Meridian Wealth Management, LLC
|
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|
Wealth Management Partners, LLC
|
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|
Insight Wealth Strategies, LLC
|
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|
Copia Wealth Management
|
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|
CIBC Private Wealth Group, LLC
|
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|
Asset Advisors Investment Management, LLC
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
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|
Avantra Family Wealth, Inc.
|
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|
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|
|
Axa S.a.
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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American Institute for Advanced Investment Management, LLP
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King Wealth
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Ami Asset Management Corp
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WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
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Ag2r La Mondiale Gestion D'actifs
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Liberty All Star Equity Fund
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Briaud Financial Planning, Inc
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Beacon Investment Advisory Services, Inc.
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Symmetry Investments LP
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Angeles Wealth Management, Llc
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Greatmark Investment Partners, Inc.
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Graphene Investments SAS
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Pflug Koory, LLC
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Radnor Capital Management, LLC
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Sei Investments Co
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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West Michigan Advisors, Llc
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Winthrop Advisory Group LLC
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Hartline Investment Corp/
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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Nicolet Advisory Services, Llc
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Krs Capital Management, Llc
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
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Marathon Capital Management
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Dai-Ichi Life Insurance Company, Ltd
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Vision Financial Markets Llc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Diversified Trust Co
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LFA - Lugano Financial Advisors SA
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
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Mesirow Financial Investment Management, Inc.
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Beacon Pointe Advisors, LLC
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Rsm Us Wealth Management Llc
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Rosenberg Matthew Hamilton
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Wimmer Associates 1, Llc
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Fwl Investment Management, Llc
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Whipplewood Advisors, LLC
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Siemens Fonds Invest GmbH
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Twinbeech Capital Lp
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Arlington Trust Co LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
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Great West Life Assurance Co /can/
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
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Rockefeller Capital Management L.P.
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Commerce Bank
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Investor's Fiduciary Advisor Network, LLC
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E Fund Management Co., Ltd.
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Great Lakes Advisors, Llc
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Natixis Advisors, L.p.
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RD Lewis Holdings, Inc.
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Anchor Investment Management, LLC
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Weaver Capital Management LLC
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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Boston Private Wealth Llc
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Aaron Wealth Advisors LLC
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
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New England Research & Management, Inc.
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Quaker Wealth Management, LLC
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SGL Investment Advisors, Inc.
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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Chilton Investment Co Llc
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Arthur M. Cohen & Associates, Llc
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Access Investment Management LLC
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Mattern Capital Management, Llc
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Sanders Morris Harris Llc
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Tsfg, Llc
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Geode Capital Management, Llc
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Peachtree Investment Partners, LLC
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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Brown Brothers Harriman & Co
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Aspen Investment Management Inc
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Warren Averett Asset Management, LLC
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Foundations Investment Advisors, LLC
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Gamco Investors, Inc. Et Al
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JustInvest LLC
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Gladwyn Financial Advisors, Inc.
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Advisory Services Network, LLC
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New Millennium Group LLC
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Nisa Investment Advisors, Llc
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Nbw Capital Llc
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Allianz Se
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Ethic Inc.
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Activest Wealth Management
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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Aigen Investment Management, Lp
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Thematics Asset Management
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
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Synergy Financial Group, LTD
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Hardin Capital Partners, LLC
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Mitchell Capital Management Co
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Profund Advisors Llc
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Liberty One Investment Management, Llc
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Financial Freedom, LLC
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Amica Mutual Insurance Co
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First National Bank & Trust Co Of Newtown
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
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RFG - Bristol Wealth Advisors, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Y-Intercept (Hong Kong) Ltd
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
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McKinley Carter Wealth Services, Inc.
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Kentucky Retirement Systems
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Norris Perne & French Llp/mi
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Covestor Ltd
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Fisher Asset Management, LLC
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Barbara Oil Co.
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CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
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Maple Capital Management, Inc.
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Valley National Advisers Inc
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Penn Davis Mcfarland Inc
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Trilogy Capital Inc.
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Crews Bank & Trust
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Private Advisor Group, LLC
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Bmc Fund Inc
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Carret Asset Management, Llc
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Illinois Municipal Retirement Fund
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Xponance, Inc.
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Elevatus Welath Management
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Quarry LP
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WFA Asset Management Corp
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United Capital Management of KS, Inc.
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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Venturi Wealth Management, LLC
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Security National Bank
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Entropy Technologies, LP
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Mediolanum International Funds Ltd
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PENN SERIES FUNDS INC - Flexibly Managed Fund
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Klp Kapitalforvaltning As
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Epoch Investment Partners, Inc.
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Phoenix Holdings Ltd.
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Tocqueville Asset Management L.p.
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International Assets Investment Management, Llc
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Prescott Group Capital Management, L.l.c.
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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Harfst & Associates, Inc.
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JDM Financial Group LLC
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Jensen Investment Management Inc
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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FT Vest Total Return Income Fund: Series B1
|
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TFC Financial Management
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Wolverine Asset Management Llc
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American National Bank
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Centurion Wealth Management LLC
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Skandinaviska Enskilda Banken AB (publ)
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Bank Of Nova Scotia Trust Co
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BLB&B Advisors, LLC
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Bannerman Wealth Management Group, Llc
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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Catalyst Financial Partners Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Eq Wealth Advisors, Llc
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Pekin Hardy Strauss, Inc.
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Stenger Family Office, LLC
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NWF Advisory Services Inc.
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Bath Savings Trust Co
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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St. Johns Investment Management Company, LLC
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TCI Wealth Advisors, Inc.
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