|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Bearing Point Capital, Llc
|
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|
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|
Geneos Wealth Management Inc.
|
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|
Glassy Mountain Advisors, Inc.
|
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|
|
|
Manchester Capital Management LLC
|
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|
Clear Creek Financial Management, LLC
|
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|
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|
|
Enhancing Capital LLC
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
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|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
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|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
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|
|
|
|
Waters Parkerson & Co., Llc
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
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|
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|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
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|
Austin Private Wealth, LLC
|
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|
Zimmer Partners, LP
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
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|
|
RIA Advisory Group LLC
|
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|
Blackrock Utility & Infrastructure Trust
|
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|
|
FineMark National Bank & Trust
|
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|
|
Capital Analysts, Inc.
|
|
|
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|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Stone House Investment Management, LLC
|
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|
CENTRAL TRUST Co
|
|
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|
Evoke Wealth, Llc
|
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|
Ifrah Financial Services, Inc.
|
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|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
|
|
Mb, Levis & Associates, Llc
|
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|
|
RWC Asset Management LLP
|
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|
Cherry Tree Wealth Management, LLC
|
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|
|
Clarity Financial LLC
|
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|
Fayez Sarofim & Co
|
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|
Pinnacle Associates Ltd
|
|
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|
Frazier Financial Advisors, LLC
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
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|
|
Beaton Management Co. Inc.
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Icahn Carl C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Continuum Advisory, LLC
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|
Susquehanna International Group, Llp
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Prairie Sky Financial Group LLC
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Glen Eagle Advisors, LLC
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T. Rowe Price Investment Management, Inc.
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Adirondack Trust Co
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
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NOSIX - Northern Funds - Northern Stock Index Fund
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Plan Group Financial, LLC
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Capstone Investment Advisors, Llc
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Becker Capital Management Inc
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Northern Oak Wealth Management Inc
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Fruth Investment Management
|
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|
HB Wealth Management, LLC
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
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Advisory Resource Group
|
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Harold Davidson & Associates Inc.
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Little House Capital Llc
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Hilltop Holdings Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Dnp Select Income Fund Inc
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OmniStar Financial Group, Inc.
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Centricity Wealth Management, LLC
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CBIZ Investment Advisory Services, LLC
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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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|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
California State Teachers Retirement System
|
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Radnor Capital Management, LLC
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Sarver Vrooman Wealth Advisors
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
United Capital Financial Advisers, Llc
|
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|
Waldron Private Wealth LLC
|
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
S&t Bank/pa
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Nbc Securities, Inc.
|
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Yousif Capital Management, Llc
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HBW Advisory Services LLC
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Jones Financial Companies Lllp
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Dakota Wealth Management
|
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Berkshire Asset Management Llc/pa
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Advisors Management Group Inc /adv
|
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Walleye Trading LLC
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
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Wayfinding Financial, LLC
|
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Cornerstone Total Return Fund Inc
|
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Capula Management Ltd
|
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|
WASHINGTON TRUST Co
|
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|
Parcion Private Wealth LLC
|
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Asset Dedication, LLC
|
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|
Millstone Evans Group, LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Fisher Asset Management, LLC
|
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|
Prestige Wealth Management Group LLC
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
Rialto Wealth Management, LLC
|
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|
Mml Investors Services, Llc
|
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|
Synovus Financial Corp
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
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|
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|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
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|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
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|
|
Armis Advisers, LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Koshinski Asset Management, Inc.
|
|
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|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
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Qrg Capital Management, Inc.
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|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Raymond James Financial Inc
|
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|
Endeavor Private Wealth, Inc.
|
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Nemes Rush Group LLC
|
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Procyon Private Wealth Partners, LLC
|
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|
Marco Investment Management Llc
|
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|
Dean Investment Associates, Llc
|
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Cherokee Insurance Co
|
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Pinnacle Financial Partners Inc
|
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Td Asset Management Inc
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Hallmark Capital Management Inc
|
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Lsv Asset Management
|
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Cornerstone Wealth Management, LLC
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
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|
Catalyst Financial Partners Llc
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
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Ubs Asset Management Americas Inc
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OneAscent Financial Services LLC
|
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Advisor Group Holdings, Inc.
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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CAPROCK Group, Inc.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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Carret Asset Management, Llc
|
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Transce3nd, LLC
|
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Pinnacle West Asset Management, Inc.
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Chicago Partners Investment Group LLC
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Global Retirement Partners, LLC
|
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Bender Robert & Associates
|
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TD Waterhouse Canada Inc.
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Trust Co Of Toledo Na /oh/
|
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LS Investment Advisors, LLC
|
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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Tortoise Investment Management, LLC
|
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Prairie Wealth Advisors, Inc.
|
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Venturi Wealth Management, LLC
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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McIlrath & Eck, LLC
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Kentucky Trust Co
|
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O'shaughnessy Asset Management, Llc
|
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Liberty Capital Management, Inc.
|
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
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|
Icon Wealth Advisors, LLC
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Altfest L J & Co Inc
|
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|
Horizon Investments, LLC
|
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Spears Abacus Advisors LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
ARS Investment Partners, LLC
|
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Fiduciary Alliance LLC
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Stamos Capital Partners, L.p.
|
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Ethic Inc.
|
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Tompkins Financial Corp
|
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Haverford Trust Co
|
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Quent Capital, LLC
|
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FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
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Douglas Lane & Associates, LLC
|
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Estabrook Capital Management
|
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Golden State Wealth Management, LLC
|
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Gabelli Global Utility & Income Trust
|
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|
VSM Wealth Advisory, LLC
|
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Bay Harbor Wealth Management, LLC
|
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Mathes Company, Inc.
|
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Capital Advisors, Ltd. LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Graves-Light Private Wealth Management, Inc.
|
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HFM Investment Advisors, LLC
|
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Canton Hathaway, LLC
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Peoples Bank/KS
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
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|
Integrated Wealth Concepts LLC
|
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|
Eq Wealth Advisors, Llc
|
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|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Ewa, Llc
|
|
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|
|
Hollow Brook Wealth Management LLC
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
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|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
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|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
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Godsey & Gibb Associates
|
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Kcm Investment Advisors Llc
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Stiles Financial Services Inc
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Indiana Trust & Investment Management CO
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SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
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Matrix Asset Advisors Inc/ny
|
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GQG Partners LLC
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Hixon Zuercher, LLC
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Solitude Financial Services
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
Strategic Advisors LLC
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WFA Asset Management Corp
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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Crewe Advisors LLC
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Measured Risk Portfolios, Inc.
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Fifth Third Wealth Advisors LLC
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Woodward Diversified Capital, Llc
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TCG Advisory Services, LLC
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Scotia Capital Inc.
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Quantum Financial Advisors, LLC
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Tradewinds Capital Management, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
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Binnacle Investments Inc
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Volterra Technologies LP
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Charles Schwab Trust Co
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Good Steward Wealth Advisors,LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Welch & Forbes Llc
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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NewEdge Wealth, LLC
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URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF
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Bell Investment Advisors, Inc
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Mackenzie Financial Corp
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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Wiley Bros.-aintree Capital, Llc
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Mosaic Family Wealth Partners, Llc
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Grant/GrossMendelsohn, LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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Altshuler Shaham Ltd
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NODE - VanEck Funds - Onchain Economy ETF
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Texas Permanent School Fund
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Burt Wealth Advisors
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Natixis
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
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Fulcrum Asset Management LLP
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Savvy Advisors, Inc.
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Pnc Financial Services Group, Inc.
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Gladstone Institutional Advisory LLC
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Blue Bell Private Wealth Management, Llc
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Portside Wealth Group, LLC
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TruNorth Capital Management, LLC
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Gryphon Financial Partners LLC
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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Rise Advisors, LLC
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Prospera Financial Services Inc
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Rexford Capital Inc
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Total Investment Management Inc
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Altus Wealth Group LLC
|
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Wexford Capital Lp
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
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StoneX Group Inc.
|
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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Pitcairn Co
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Wells Fargo & Company/mn
|
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Symphony Financial, Ltd. Co.
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Maseco Llp
|
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Koss-Olinger Consulting, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Garda Capital Partners Lp
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Prudential Plc
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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|
ARS Wealth Advisors Group, LLC
|
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DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
Highland Capital Management, Llc
|
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|
Telos Capital Management, Inc.
|
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Gradient Investments LLC
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|
Garrison Point Advisors, Llc
|
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|
Sunbelt Securities, Inc.
|
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Signaturefd, Llc
|
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|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
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|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
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|
Bridgewater Advisors Inc.
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
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|
Capital Investment Advisory Services, LLC
|
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|
Archer Investment Corp
|
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|
WealthPlan Investment Management, LLC
|
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|
Profund Advisors Llc
|
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|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
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|
Hughes Financial Services, LLC
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Journey Advisory Group, LLC
|
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|
Carmel Capital Partners, LLC
|
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|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
Nbw Capital Llc
|
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|
Dana Investment Advisors, Inc.
|
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|
John G Ullman & Associates Inc
|
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|
|
PDS Planning, Inc
|
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|
Mariner, LLC
|
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|
Heritage Wealth Management, Inc.
|
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|
SG Americas Securities, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
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|
|
Versant Capital Management, Inc
|
|
|
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|
First Dallas Securities Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
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|
|
Verition Fund Management LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Busey Wealth Management
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Squarepoint Ops LLC
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Kanawha Capital Management Llc
|
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NEOS Investment Management LLC
|
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|
JB Capital LLC
|
|
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|
International Assets Investment Management, Llc
|
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|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Ghisallo Capital Management LLC
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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|
Tritonpoint Wealth, Llc
|
|
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|
|
Gulf International Bank (UK) Ltd
|
|
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|
AE Wealth Management LLC
|
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|
Webster Bank, N. A.
|
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|
Biltmore Family Office, LLC
|
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|
Stifel Financial Corp
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Union Savings Bank
|
|
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|
Powers Advisory Group, LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
Scientech Research LLC
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Park Square Financial Group, LLC
|
|
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|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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|
Umpqua Bank
|
|
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|
Union Bancaire Privee, UBP SA
|
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|
Schroder Investment Management Group
|
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|
Alpine Bank Wealth Management
|
|
|
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
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|
Everpar Advisors Llc
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
Evermay Wealth Management Llc
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Tudor Financial Inc.
|
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Mercer Global Advisors Inc /adv
|
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Beacon Financial Advisory LLC
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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|
Heathbridge Capital Management Ltd.
|
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|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
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|
|
Invesco Ltd.
|
|
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|
|
Financial Engines Advisors L.L.C.
|
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|
HighTower Advisors, LLC
|
|
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|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Cetera Investment Advisers
|
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|
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|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Ancora Advisors, LLC
|
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|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
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|
Two Sigma Advisers, Lp
|
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|
Baker Avenue Asset Management, LP
|
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TD Capital Management LLC
|
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|
Martingale Asset Management L P
|
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|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
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|
Schechter Investment Advisors, LLC
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Ignite Planners, LLC
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Merit Financial Group, LLC
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|
South Dakota Investment Council
|
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|
Sovereign Financial Group, Inc.
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Financial Gravity Companies, Inc.
|
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|
Tyche Wealth Partners LLC
|
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|
Teacher Retirement System Of Texas
|
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|
Oppenheimer & Co Inc
|
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|
Wolff Wiese Magana Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Daiwa Securities Group Inc.
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Duncker Streett & Co Inc
|
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Gallagher Fiduciary Advisors, LLC
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Randolph Co Inc
|
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Verdence Capital Advisors LLC
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Mcdonald Partners Llc
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
SBI Securities Co., Ltd.
|
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|
Keel Point, LLC
|
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|
Sierra Summit Advisors Llc
|
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Citigroup Inc
|
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|
Trust Co Of Virginia /va
|
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Brian Low Financial Group, Llc
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
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|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
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|
Callan Family Office, LLC
|
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|
Sagefield Capital LP
|
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|
First Community Trust Na
|
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|
Farther Finance Advisors, LLC
|
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|
Glenmede Trust Co Na
|
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|
GPS Wealth Strategies Group, LLC
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Marshall Wace, Llp
|
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|
Kiker Wealth Management, LLC
|
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Dumont & Blake Investment Advisors Llc
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
Arvest Investments, Inc.
|
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|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
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|
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|
Personal Cfo Solutions, Llc
|
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|
Eventide Asset Management, Llc
|
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Boston Private Wealth Llc
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Wealth Alliance
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Bank Of Hawaii
|
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|
Affinity Investment Advisors, Llc
|
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|
Qsemble Capital Management, LP
|
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|
Ossiam
|
|
|
|
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|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Burkehill Global Management, LP
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
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|
Cresset Asset Management, LLC
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|
Colonial Trust Advisors
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Ballentine Partners, LLC
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Interactive Financial Advisors
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Keystone Financial Group
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Pittenger & Anderson Inc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Twin Tree Management, LP
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|
Mascoma Wealth Management LLC
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Nebula Research & Development LLC
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|
Financial Management Professionals, Inc.
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Econ Financial Services Corp
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Howe & Rusling Inc
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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New England Capital Financial Advisors LLC
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Resona Asset Management Co.,Ltd.
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Woodline Partners LP
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VSTIX - VALIC Co I - Stock Index Fund
|
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Axxcess Wealth Management, Llc
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John Hancock Premium Dividend Fund
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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Knollwood Investment Advisory, LLC
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Front Row Advisors LLC
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Novare Capital Management Llc
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Gen-Wealth Partners Inc
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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IHT Wealth Management, LLC
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Vermillion Wealth Management, Inc.
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Provenance Wealth Advisors, LLC
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
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Exencial Wealth Advisors, Llc
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Evolution Wealth Management Inc.
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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Bangor Savings Bank
|
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Blue Chip Partners, Inc.
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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North Star Investment Management Corp.
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Verus Financial Partners, Inc.
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Moneta Group Investment Advisors Llc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Atlanta Consulting Group Advisors, LLC
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Safe Harbor Fiduciary, LLC
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BLPIX - Profunds - Bull Profund Investor Class
|
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DRW Securities, LLC
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Landscape Capital Management, L.l.c.
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TrueMark Investments, LLC
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UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
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New Age Alpha Advisors, LLC
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Resources Management Corp /ct/ /adv
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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EP Wealth Advisors, Inc.
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Vision Financial Markets Llc
|
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Creative Planning
|
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Schulhoff & Co Inc
|
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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Engineers Gate Manager LP
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Virtue Capital Management, LLC
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Qube Research & Technologies Ltd
|
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FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
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|
MJT & Associates Financial Advisory Group, Inc.
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Sapient Capital Llc
|
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Everett Harris & Co /ca/
|
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Venture Visionary Partners LLC
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Ashton Thomas Private Wealth, LLC
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FourThought Financial Partners, LLC
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Blair William & Co/il
|
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Premier Path Wealth Partners, LLC
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
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DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
WNY Asset Management, LLC
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Utah Retirement Systems
|
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Arete Wealth Advisors, LLC
|
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|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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|
Nbt Bank N A /ny
|
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|
Alta Advisers Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
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|
|
Barrett & Company, Inc.
|
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|
MKT Advisors LLC
|
|
|
|
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|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
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GWM Advisors LLC
|
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Boston Partners
|
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|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Hm Payson & Co
|
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|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
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|
Olistico Wealth, LLC
|
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Donaldson Capital Management, Llc
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First National Trust Co
|
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Nixon Peabody Trust Co
|
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Jump Financial, LLC
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Modera Wealth Management, LLC
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Horizon Family Wealth, Inc.
|
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|
Virginia Retirement Systems Et Al
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Public Sector Pension Investment Board
|
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|
State Of Wisconsin Investment Board
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Peapack Gladstone Financial Corp
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Rockline Wealth Management, LLC
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LPL Financial LLC
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Phoenix Wealth Advisors
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Barry Investment Advisors, LLC
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Brighton Jones Llc
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State Board Of Administration Of Florida Retirement System
|
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Choate Investment Advisors
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Meridian Investment Counsel Inc.
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Bellwether Advisors, LLC
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AlTi Global, Inc.
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
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Bank of Jackson Hole Trust
|
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Kornitzer Capital Management Inc /ks
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McGlone Suttner Wealth Management, Inc.
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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SRS Capital Advisors, Inc.
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Louisiana State Employees Retirement System
|
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Gerber, Llc
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Mizuho Securities Usa Llc
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Strategic Blueprint, LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Ameriflex Group, Inc.
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
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WESPAC Advisors, LLC
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Elo Mutual Pension Insurance Co
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Guggenheim Capital Llc
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
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Whipplewood Advisors, LLC
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Nordea Investment Management Ab
|
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Mainstay Capital Management Llc /adv
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Russell Investments Group, Ltd.
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LexAurum Advisors, LLC
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Mission Wealth Management, Lp
|
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BCGM Wealth Management, LLC
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LGT Financial Advisors LLC
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Diversify Wealth Management, Llc
|
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NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
IMA Wealth, Inc.
|
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Brown Brothers Harriman & Co
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Community Trust & Investment Co
|
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AdvisorNet Financial, Inc
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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|
Oak Hill Wealth Advisors, Llc
|
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Lavaca Capital Llc
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Bessemer Group Inc
|
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|
Moody National Bank Trust Division
|
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|
Epoch Investment Partners, Inc.
|
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Atlantic Trust, LLC
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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|
Arvest Bank Trust Division
|
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|
DAVENPORT & Co LLC
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Goldman Sachs Group Inc
|
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|
Huber Capital Management LLC
|
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|
Sentry Investment Management Llc
|
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|
Gables Capital Management Inc.
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
Bank of New Hampshire
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
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|
Two Sigma Investments, Lp
|
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|
Advisors Capital Management, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
Smartleaf Asset Management LLC
|
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|
Princeton Global Asset Management LLC
|
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|
Independence Bank of Kentucky
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
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|
Argyle Capital Management Inc.
|
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|
Financial Advocates Investment Management
|
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|
|
Banque Transatlantique SA
|
|
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|
|
|
Jaffetilchin Investment Partners, LLC
|
|
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|
|
|
Family Management Corp
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
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|
Anchor Pointe Wealth Management, LLC
|
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|
Old National Bancorp /in/
|
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|
Founders Capital Management
|
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|
Equitable Holdings, Inc.
|
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|
Thomasville National Bank
|
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|
Apella Capital, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
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|
Arista Wealth Management, LLC
|
|
|
|
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|
Alpha Family Trust
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
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|
|
|
Chevy Chase Trust Holdings, Inc.
|
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|
Pingora Partners LLC
|
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|
Tiemann Investment Advisors, Llc
|
|
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|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
|
L2 Asset Management, LLC
|
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|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
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|
American National Bank
|
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|
Pensionmark Financial Group, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
|
Ritter Daniher Financial Advisory LLC / DE
|
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|
|
Proficio Capital Partners LLC
|
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Fee-Only Financial Planning, L.C.
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Roxbury Financial LLC
|
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Us Bancorp \de\
|
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Miller Howard Investments Inc /ny
|
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Balyasny Asset Management Llc
|
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Cobler Capital Management, LLC
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WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
Hurley Capital, LLC
|
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Spurstone Advisory Services, LLC
|
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|
Bank & Trust Co
|
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Chicago Capital, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Worldquant Millennium Advisors Llc
|
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|
First Command Advisory Services, Inc.
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
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|
Hodges Capital Management Inc.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Vanguard Group Inc
|
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Rhumbline Advisers
|
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Schnieders Capital Management Llc
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Reuter James Wealth Management, Llc
|
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|
Hartford Investment Management Co
|
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|
Kera Capital Partners, Inc.
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
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|
|
Stolper Co
|
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
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|
Cambiar Investors Llc
|
|
|
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|
|
Forefront Analytics, LLC
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
|
RFG Advisory, LLC
|
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|
|
Harbour Investments, Inc.
|
|
|
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|
|
Court Place Advisors, LLC
|
|
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|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
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|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
OnyxPoint Global Management LP
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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|
FORA Capital, LLC
|
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Alliance Wealth Advisors, LLC /UT
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Bremer Bank National Association
|
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SkyView Investment Advisors, LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Gts Securities Llc
|
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Aureus Asset Management, LLC
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Kestra Investment Management, LLC
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Tounjian Advisory Partners, Llc
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Brinker Capital Investments, LLC
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Asset Allocation & Management Company, LLC
|
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Salomon & Ludwin, LLC
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Voya Investment Management Llc
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Fairscale Capital, LLC
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Raiffeisen Bank International AG
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Employees Retirement System of Texas
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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We Are One Seven, LLC
|
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Financial Freedom, LLC
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Keudell/Morrison Wealth Management
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Teachers Retirement System Of The State Of Kentucky
|
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AllSquare Wealth Management LLC
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BankPlus Trust Department
|
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Aviva Plc
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Jfs Wealth Advisors, Llc
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Price T Rowe Associates Inc /md/
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Level Four Advisory Services, Llc
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Fortem Financial Group, Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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West Bancorporation Inc
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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BRYN MAWR TRUST Co
|
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Eliot Finkel Investment Counsel, LLC
|
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W Advisors, Llc
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
New York State Teachers Retirement System
|
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|
Vermillion & White Wealth Management Group, LLC
|
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Navellier & Associates Inc
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Advanced Asset Management Advisors Inc
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Thompson Investment Management, Inc.
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Planned Solutions, Inc.
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
Coastline Trust Co
|
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Gateway Wealth Partners, LLC
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Foundations Investment Advisors, LLC
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CFS Investment Advisory Services, LLC
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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|
Gillespie Robinson & Grimm Inc
|
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Quarry LP
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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|
First Trust Enhanced Equity Income Fund
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
Private Trust Co Na
|
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Curat Global, LLC
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
Sumitomo Life Insurance Co
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
DecisionPoint Financial, LLC
|
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|
Fundamentun, Llc
|
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Ashton Thomas Securities, Llc
|
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United Bank
|
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|
Soroban Capital Partners LP
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|
Croban
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Summit Financial Strategies, Inc.
|
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|
Monument Capital Management
|
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|
Constitution Capital LLC
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
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|
Dagco, Inc.
|
|
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|
New Mexico Educational Retirement Board
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Capital City Trust Co/fl
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
First County Bank /CT/
|
|
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|
Slocum, Gordon & Co LLP
|
|
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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
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Wellington Global Multi-Strategy Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
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|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Seven Grand Managers, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
