|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
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|
DAVENPORT & Co LLC
|
|
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
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|
CMG Global Holdings, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Mather Group, Llc.
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|
Kinloch Capital, LLC
|
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|
Elo Mutual Pension Insurance Co
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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|
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|
Advisory Alpha, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
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|
Wolff Financial Management Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
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|
GSB Wealth Management, LLC
|
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|
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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|
Founders Capital Management
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Manufacturers Life Insurance Company, The
|
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Tradition Wealth Management, LLC
|
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|
Us Bancorp \de\
|
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Bridges Investment Management Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
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|
Osborne Partners Capital Management, Llc
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International Private Wealth Advisors LLC
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Bollard Group LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Texas Permanent School Fund
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Eastern Bank
|
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LGT Group Foundation
|
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Advisors Asset Management, Inc.
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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|
Rossmore Private Capital
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Ameritas Advisory Services, LLC
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Brown Advisory Inc
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Field & Main Bank
|
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SevenBridge Financial Group, LLC
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Tower Bridge Advisors
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Cito Capital Group, LLC
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Holderness Investments Co
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IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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Old National Bancorp /in/
|
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M&G Plc
|
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Cornerstone Capital, Inc.
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Commonwealth Retirement Investments LLC
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Weatherly Asset Management L. P.
|
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Alyeska Investment Group, L.P.
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
United Capital Management of KS, Inc.
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Integral Investment Advisors, Inc.
|
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|
Summit Financial, LLC
|
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|
Silverlake Wealth Management Llc
|
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|
Pittenger & Anderson Inc
|
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|
Aberdeen Wealth Management LLC
|
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|
Provenance Wealth Advisors, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Levin Capital Strategies, L.p.
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
HighTower Advisors, LLC
|
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|
CGC Financial Services, LLC
|
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|
Oxbow Advisors, LLC
|
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|
Change Path, LLC
|
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|
N.E.W. Advisory Services LLC
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
Highland Capital Management, Llc
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Rodgers Brothers Inc.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
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|
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|
AdvisorNet Financial, Inc
|
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|
Main Street Financial Solutions, LLC
|
|
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|
|
|
Mutual Advisors, LLC
|
|
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|
Capital A Wealth Management, LLC
|
|
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|
Lazari Capital Management, Inc.
|
|
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
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|
Jpmorgan Chase & Co
|
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|
Northside Capital Management, LLC
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Kwmg, Llc
|
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|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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|
Summit Trail Advisors, Llc
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
Westhampton Capital, LLC
|
|
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|
ORG Partners LLC
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
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|
Trust Co of the South
|
|
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|
|
Traynor Capital Management, Inc.
|
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|
Guardian Wealth Advisors, LLC
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
apricus wealth, LLC
|
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|
Roxbury Financial LLC
|
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|
Wellington Management Group Llp
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
Reliant Investment Management, LLC
|
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|
Greatmark Investment Partners, Inc.
|
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|
TD Waterhouse Canada Inc.
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Lakeshore Financial Planning, Inc.
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Keystone Financial Group
|
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Sienna Gestion
|
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
Greenfield Savings Bank
|
|
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|
Logan Capital Management Inc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
S&co Inc
|
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|
Bowen Hanes & Co Inc
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Stonebridge Capital Management Inc
|
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Donaldson Capital Management, Llc
|
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|
Transce3nd, LLC
|
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|
Stratos Wealth Partners, LTD.
|
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Strategic Wealth Partners, Ltd.
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Aspect Partners, LLC
|
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|
Barlow Wealth Partners, Inc.
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
High Net Worth Advisory Group LLC
|
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|
Great West Life Assurance Co /can/
|
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|
Private Wealth Management Group, LLC
|
|
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|
Lewis Asset Management, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Consolidated Portfolio Review Corp
|
|
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|
|
Russell Investments Group, Ltd.
|
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|
LRI Investments, LLC
|
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|
Toroso Investments, LLC
|
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|
Global X Japan Co., Ltd.
|
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|
Elevated Capital Advisors, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
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|
|
|
First National Corp /ma/ /adv
|
|
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|
|
Pictet Asset Management Holding SA
|
|
|
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|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
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|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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|
Nemes Rush Group LLC
|
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Concord Wealth Partners
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Beaton Management Co. Inc.
|
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Brandywine Global Investment Management, LLC
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Keel Point, LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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Groesbeck Investment Management Corp /nj/
|
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Mosaic Financial Group, Llc
|
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|
Andrew Hill Investment Advisors, Inc.
|
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Heritage Trust Co
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Belpointe Asset Management LLC
|
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Stephens Consulting, LLC
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Binnacle Investments Inc
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Fortitude Family Office, LLC
|
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Truist Financial Corp
|
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GFG Capital, LLC
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
IFG Advisory, LLC
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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|
Richard Bernstein Advisors LLC
|
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Coston, McIsaac & Partners
|
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Mjp Associates Inc /adv
|
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E. Ohman J:or Asset Management AB
|
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Emerald Advisors, LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Mv Capital Management, Inc.
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Transatlantique Private Wealth Llc
|
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Acadian Asset Management Llc
|
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Mirae Asset Securities (usa) Inc.
|
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Wealth Alliance
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
TRUE Private Wealth Advisors
|
|
|
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|
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1 North Wealth Services Llc
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
Bank of Jackson Hole Trust
|
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Ogorek Anthony Joseph /ny/ /adv
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|
Hoertkorn Richard Charles
|
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Hummer Financial Advisory Services Inc
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Ostrum Asset Management
|
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Aegis Wealth Management LLC
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American Century Companies Inc
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|
Econ Financial Services Corp
|
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Rockland Trust Co
|
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Spears Abacus Advisors LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Adalta Capital Management LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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CBIZ Investment Advisory Services, LLC
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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MetLife Investment Management, LLC
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
Evolution Advisers, Inc.
|
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Nuveen, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Woodstock Corp
|
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Exchange Traded Concepts, Llc
|
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Patten Group, Inc.
|
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AllSquare Wealth Management LLC
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|
Smith, Moore & Co.
|
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All Terrain Financial Advisors, LLC
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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Essex Savings Bank
|
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|
Pitcairn Co
|
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|
Vise Technologies, Inc.
|
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Smallwood Wealth Investment Management, LLC
|
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|
G&S Capital LLC
|
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Sonora Investment Management Group, LLC
|
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|
Wendell David Associates Inc
|
|
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|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Seacrest Wealth Management, Llc
|
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|
FDx Advisors, Inc.
|
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|
Brass Tax Wealth Management, Inc
|
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|
FLC Capital Advisors
|
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|
NorthRock Partners, LLC
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
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|
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|
Beverly Hills Private Wealth, LLC
|
|
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|
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|
Sagespring Wealth Partners, Llc
|
|
|
|
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|
Symphony Financial, Ltd. Co.
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Wesleyan Assurance Society
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
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|
Confluence Wealth Services, Inc.
|
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|
North Ridge Wealth Advisors, Inc.
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Truvestments Capital Llc
|
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|
Strs Ohio
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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Fisher Funds Management LTD
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Roman Butler Fullerton & Co
|
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|
First Affirmative Financial Network
|
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New Age Alpha Advisors, LLC
|
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Y.D. More Investments Ltd
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
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|
Rhumbline Advisers
|
|
|
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|
Optimum Investment Advisors
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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Asset Planning,Inc
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Voya Financial Advisors, Inc.
|
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|
Miramar Capital, LLC
|
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Miller Investment Management, LP
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Onefund, Llc
|
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|
Team Financial Group, LLC
|
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Hoge Financial Services, Llc
|
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Whittier Trust Co
|
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Versant Capital Management, Inc
|
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Independence Bank of Kentucky
|
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Hartline Investment Corp/
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Nbc Securities, Inc.
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
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|
Exeter Financial, LLC
|
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Commerce Bank
|
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Boston Private Wealth Llc
|
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Dover Advisors, Llc
|
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
Center for Financial Planning, Inc.
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Piscataqua Savings Bank
|
|
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|
V-Square Quantitative Management LLC
|
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|
Atomi Financial Group, Inc.
|
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Teachers Retirement System Of The State Of Kentucky
|
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Paradigm Asset Management Co Llc
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
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|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
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|
Empowered Funds, LLC
|
|
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|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
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|
|
Neville Rodie & Shaw Inc
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
Valley National Advisers Inc
|
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|
Painted Porch Advisors LLC
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Brighton Jones Llc
|
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|
Webster Bank, N. A.
|
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|
Neuberger Berman Group LLC
|
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|
Griffin Asset Management, Inc.
|
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|
Pacer Advisors, Inc.
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
|
Trustmark National Bank Trust Department
|
|
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|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
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|
IHT Wealth Management, LLC
|
|
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|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
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|
|
Congress Wealth Management LLC / DE /
|
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
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|
|
|
Vestor Capital, Llc
|
|
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|
Wedbush Securities Inc
|
|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
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|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
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Chilton Capital Management Llc
|
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Howard Capital Management Inc.
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|
Apollon Wealth Management, LLC
|
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Ferguson Wellman Capital Management, Inc
|
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|
Huntington National Bank
|
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Catalyst Financial Partners Llc
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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CHICAGO TRUST Co NA
|
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Hantz Financial Services, Inc.
|
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SummitTX Capital, L.P.
|
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Nova Wealth Management, Inc.
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Patten & Patten Inc/tn
|
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Schaper Benz & Wise Investment Counsel Inc/wi
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New York State Common Retirement Fund
|
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Bell Bank
|
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Canada Post Corp Registered Pension Plan
|
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Nilsine Partners, LLC
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Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Wolff Wiese Magana Llc
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Plato Investment Management Ltd
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Farmers & Merchants Investments Inc
|
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North Capital, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Bank Of Montreal /can/
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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Oarsman Capital, Inc.
|
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IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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Synergy Financial Management, LLC
|
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Marshall & Sterling Wealth Advisors Inc.
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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Nicolet Advisory Services, Llc
|
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Mount Yale Investment Advisors, LLC
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BLB&B Advisors, LLC
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Wolverine Trading, Llc
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Glenview Trust Co
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Vision Financial Markets Llc
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Empower Advisory Group, LLC
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Daiwa Securities Group Inc.
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Activest Wealth Management
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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Pinnacle Bancorp, Inc.
|
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RIA Advisory Group LLC
|
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Avion Wealth
|
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Cornerstone Advisory, LLC
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Teacher Retirement System Of Texas
|
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Excalibur Management Corp
|
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Calamos Advisors LLC
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Centaurus Financial, Inc.
|
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Connors Investor Services Inc
|
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American Capital Advisory, LLC
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
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Profund Advisors Llc
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
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|
Western Wealth Management, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
|
|
|
Phoenix Wealth Advisors
|
|
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|
Bard Financial Services, Inc.
|
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|
Parkside Financial Bank & Trust
|
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|
Generali Asset Management SPA SGR
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
NatWest Group plc
|
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|
Ontario Teachers Pension Plan Board
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Mariner, LLC
|
|
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|
WealthTrak Capital Management LLC
|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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|
Ridgewood Investments LLC
|
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|
Keystone Financial Group, Inc.
|
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|
First Manhattan Co
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
Boyar Asset Management Inc.
|
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|
Profunds - Profund Vp Bull
|
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|
Means Investment Co., Inc.
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|
Rakuten Securities, Inc.
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Sittner & Nelson, Llc
|
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West Branch Capital LLC
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New York Life Investment Management Llc
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Pallas Capital Advisors LLC
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Y-Intercept (Hong Kong) Ltd
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Tri-continental Corp
|
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Edmond De Rothschild Holding S.a.
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Mairs & Power Inc
|
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Horizon Investments, LLC
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
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|
Accredited Wealth Management, LLC
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|
State of New Jersey Common Pension Fund D
|
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National Pension Service
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Whitener Capital Management, Inc.
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QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
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Rosenberg Matthew Hamilton
|
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CNB Bank
|
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|
Financial Management Professionals, Inc.
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Point72 (DIFC) Ltd
|
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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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Cary Street Partner Investment Advisory Llc
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SG Americas Securities, LLC
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Kentucky Retirement Systems
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Qrg Capital Management, Inc.
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Verition Fund Management LLC
|
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Zions Bancorporation, National Association /ut/
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Waters Parkerson & Co., Llc
|
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Arkadios Wealth Advisors
|
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International Assets Investment Management, Llc
|
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Magnetar Financial LLC
|
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Hutchens & Kramer Investment Management Group, LLC
|
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Hughes Financial Services, LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Cape Investment Advisory, Inc.
|
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|
ICONIQ Capital, LLC
|
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|
Fisher Asset Management, LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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TCG Advisory Services, LLC
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Dunhill Financial, LLC
|
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|
My Legacy Advisors, LLC
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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Bay Harbor Wealth Management, LLC
|
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Hartford Financial Management Inc.
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Chicago Partners Investment Group LLC
|
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|
Costello Asset Management, INC
|
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|
Home Federal Bank Of Tennessee
|
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Armstrong Advisory Group, Inc
|
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|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
Whipplewood Advisors, LLC
|
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|
Reuter James Wealth Management, Llc
|
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|
Financial Network Wealth Advisors LLC
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
Taylor Financial Group, Inc.
|
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|
Verdence Capital Advisors LLC
|
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|
Signaturefd, Llc
|
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|
TCI Wealth Advisors, Inc.
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Flagship Wealth Advisors, Llc
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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|
JNBA Financial Advisors
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
KDT Advisors, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
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|
|
North Star Investment Management Corp.
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
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|
|
Meritage Portfolio Management
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
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Oak Harbor Wealth Partners, Llc
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City Holding Co
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X-Square Capital, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Modern Wealth Management, LLC
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Challenger Wealth Management
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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SCS Capital Management LLC
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Cornerstone Planning Group LLC
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10Elms LLP
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
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Smartleaf Asset Management LLC
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Axa S.a.
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Alpine Bank Wealth Management
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Atticus Wealth Management, Llc
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
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Summit Global Investments
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Davis R M Inc
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Janus Henderson Group Plc
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Sei Investments Co
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Richards, Merrill & Peterson, Inc.
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Tudor Investment Corp Et Al
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MeadowBrook Investment Advisors LLC
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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Missouri Trust & Investment Co
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NewSquare Capital LLC
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RHS Financial, LLC
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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Citizens National Bank Trust Department
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Vermillion & White Wealth Management Group, LLC
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
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TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
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Nixon Peabody Trust Co
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Brevan Howard Capital Management LP
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National Bank Of Canada /fi/
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
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Louisiana State Employees Retirement System
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Bessemer Group Inc
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Ledyard National Bank
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BCS Private Wealth Management, Inc.
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Zwj Investment Counsel Inc
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Cohen Klingenstein LLC
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Tocqueville Asset Management L.p.
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Cape Cod Five Cents Savings Bank
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Kovack Advisors, Inc.
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Kagan Cocozza Asset Management
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UBS Group AG
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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Ofi Invest Asset Management
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Wealthspire Advisors, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Ballentine Partners, LLC
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Schroder Investment Management Group
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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IFP Advisors, Inc
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Baldwin Brothers Inc/ma
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Atom Investors LP
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
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Capital Investment Advisors, LLC
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Strong Tower Advisory Services
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North Star Asset Management Inc
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Hancock Whitney Corp
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Golden State Wealth Management, LLC
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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Cornerstone Wealth Management, LLC
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Woodline Partners LP
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Barnes Dennig Private Wealth Management LLC
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Castle Rock Wealth Management, LLC
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Hall Capital Management Co Inc
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SRN Advisors, LLC
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
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LVPIX - Profunds - Large-cap Value Profund Investor Class
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Apexium Financial, Lp
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Stifel Financial Corp
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Wsfs Capital Management, Llc
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Fiduciary Group LLC
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Country Club Bank /gfn
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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Pathstone Holdings, LLC
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Martin Investment Management, LLC
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Benchmark Wealth Management, LLC
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Fmr Llc
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Hemington Wealth Management
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Estabrook Capital Management
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Olistico Wealth, LLC
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Kuhn & Co Investment Counsel
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Brookstone Capital Management
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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Bowman & Co S.C.
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Royal London Asset Management Ltd
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Foundations Investment Advisors, LLC
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
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Cetera Investment Advisers
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Goldman Sachs Group Inc
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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Federated Hermes, Inc.
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Fruth Investment Management
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Sequoia Financial Advisors, LLC
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Ethic Inc.
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Howard Hughes Medical Institute
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Meiji Yasuda Asset Management Co Ltd.
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Atlantic Union Bankshares Corp
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Virginia Retirement Systems Et Al
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Partnership Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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Moment Partners, LLC
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Sumitomo Mitsui Financial Group, Inc.
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Harwood Advisory Group, LLC
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Prudential Plc
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Blue Chip Partners, Inc.
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Capital World Investors
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Rsm Us Wealth Management Llc
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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Panagora Asset Management Inc
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Transamerica Financial Advisors, Inc.
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Greenwich Wealth Management LLC
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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Duncker Streett & Co Inc
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Lansforsakringar Fondforvaltning AB (publ)
|
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Laurel Wealth Advisors LLC
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Capital Advisors Inc/ok
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Old North State Wealth Management, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
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Schulhoff & Co Inc
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YHB Investment Advisors, Inc.
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Cranbrook Wealth Management, LLC
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Insight Advisors, LLC/ PA
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Oakworth Capital, Inc.
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Railway Pension Investments Ltd
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Meeder Advisory Services, Inc.
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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VeraBank, N.A.
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Leavell Investment Management, Inc.
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Papp L Roy & Associates
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Twin Capital Management Inc
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LifeWealth Investments, LLC
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Parkworth Wealth Management, Inc.
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Rather & Kittrell, Inc.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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RKL Wealth Management LLC
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Sarver Vrooman Wealth Advisors
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Raleigh Capital Management Inc.
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Canandaigua National Bank & Trust Co
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Pandora Wealth, Inc.
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Princeton Global Asset Management LLC
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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Texas Bank & Trust Co
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Grant Private Wealth Management Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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Fifth Third Bancorp
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Proathlete Wealth Management Llc
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Trust Co Of Toledo Na /oh/
|
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Aull & Monroe Investment Management Corp
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Joel Adams & Associates, Inc.
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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JustInvest LLC
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Old North State Trust, LLC
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Avanza Fonder AB
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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Smithfield Trust Co
|
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|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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PFG Investments, LLC
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BCS Wealth Management
|
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LVW Advisors, LLC
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DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
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Sound Financial Strategies Group, LLC
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Canada Pension Plan Investment Board
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
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|
Bank Of Hawaii
|
|
|
|
|
|
Capital International Inc /ca/
|
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|
XML Financial, LLC
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|
Kiker Wealth Management, LLC
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|
DnB Asset Management AS
|
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|
Catalyst Funds Management Pty Ltd
|
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|
Ameriflex Group, Inc.
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
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|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
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|
Significant Wealth Partners LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
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|
|
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|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Endowment Wealth Management, Inc.
|
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|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
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|
Busey Wealth Management
|
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|
111 Capital
|
|
|
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|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
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Manchester Capital Management LLC
|
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|
New England Capital Financial Advisors LLC
|
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|
Arizona State Retirement System
|
|
|
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|
VSM Wealth Advisory, LLC
|
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|
ASR Vermogensbeheer N.V.
|
|
|
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|
Simplex Trading, Llc
|
|
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|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
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|
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|
GWM Advisors LLC
|
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
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|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
First National Bank & Trust Co Of Newtown
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
GoalVest Advisory LLC
|
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Parvin Asset Management, LLC
|
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Cromwell Holdings LLC
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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|
Compagnie Lombard Odier SCmA
|
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|
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|
Intact Investment Management Inc.
|
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TFB Advisors LLC
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
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|
1620 Investment Advisors, Inc.
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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|
Silvercrest Asset Management Group Llc
|
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Garner Asset Management Corp
|
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Nautilus Advisors LLC
|
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|
Sachetta, LLC
|
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|
Intrua Financial, LLC
|
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|
Principia Wealth Advisory, LLC
|
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|
|
|
|
Godsey & Gibb Associates
|
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|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
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|
State of Tennessee, Treasury Department
|
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|
|
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|
Handelsbanken Fonder AB
|
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|
Live Oak Investment Partners
|
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Park National Corp /oh/
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
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|
Quest Partners LLC
|
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|
Operose Advisors LLC
|
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Allied Investment Advisors, LLC
|
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|
StoneX Group Inc.
|
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West Family Investments, Inc.
|
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SeaBridge Investment Advisors LLC
|
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Country Trust Bank
|
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|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
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|
Rise Advisors, LLC
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
Lodestone Wealth Management LLC
|
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|
Coastline Trust Co
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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Gables Capital Management Inc.
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
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|
SJS Investment Consulting Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
|
|
|
EagleClaw Capital Managment, LLC
|
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|
Merit Financial Group, LLC
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
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|
Lantz Financial LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Total Investment Management Inc
|
|
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|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Conning Inc.
|
|
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|
Wynn Capital, LLC
|
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|
Brown Brothers Harriman & Co
|
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|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
|
|
Parsons Capital Management Inc/ri
|
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|
Sentry Investment Management Llc
|
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|
Altshuler Shaham Ltd
|
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|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
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Heritage Wealth Advisors
|
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|
Hudson Bay Capital Management LP
|
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|
1st Source Bank
|
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|
Shell Asset Management Co
|
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|
Probity Advisors, Inc.
|
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|
Warren Averett Asset Management, LLC
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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|
Capital Analysts, Inc.
|
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|
Creative Financial Designs Inc /adv
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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|
Patton Fund Management, Inc.
|
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|
Navigoe, LLC
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Luminist Capital LLC
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|
Clean Yield Group
|
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|
Blair William & Co/il
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Genus Capital Management Inc.
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Catalytic Wealth RIA, LLC
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Peapack Gladstone Financial Corp
|
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Ridgecrest Wealth Partners, Llc
|
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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BLI - Banque de Luxembourg Investments
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Northwestern Mutual Wealth Management Co
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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Columbia Asset Management
|
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Hunter Associates Investment Management Llc
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Aviance Capital Partners, LLC
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Larson Financial Group LLC
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Envestnet Portfolio Solutions, Inc.
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First National Bank Of Omaha
|
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Nuance Investments, Llc
|
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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Voleon Capital Management Lp
|
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Hanson & Doremus Investment Management
|
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Banque Cantonale Vaudoise
|
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LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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|
Stonebrook Private Inc.
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DHJJ Financial Advisors, Ltd.
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Avaii Wealth Management, Llc
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Unigestion Holding SA
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Oregon Public Employees Retirement Fund
|
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Financial Advisors Network, Inc.
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Vestcor Inc
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Cornerstone Total Return Fund Inc
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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Indiana Trust & Investment Management CO
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Fifth Third Wealth Advisors LLC
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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Windward Capital Management Co /ca
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Apriem Advisors
|
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Westpac Banking Corp
|
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Hillsdale Investment Management Inc.
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
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Virtu Financial LLC
|
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Comerica Bank
|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Adviser Investments LLC
|
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|
Wesbanco Bank Inc
|
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CWA Asset Management Group, LLC
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
Van Eck Associates Corp
|
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|
Advisor OS, LLC
|
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|
Baldwin Investment Management, LLC
|
|
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|
Peak6 Llc
|
|
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|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
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|
Wulff, Hansen & Co.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
First Merchants Corp
|
|
|
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|
|
LOM Asset Management Ltd
|
|
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|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Nwam Llc
|
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|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
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|
|
CIBC Asset Management Inc
|
|
|
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|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Certior Financial Group, Llc
|
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|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
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|
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|
Graypoint LLC
|
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|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
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|
|
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|
Townsquare Capital Llc
|
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|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Bbr Partners, Llc
|
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|
|
|
|
Simmons Bank
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
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|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
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|
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|
Stephenson National Bank & Trust
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
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|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Sigma Planning Corp
|
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|
Kennon-Green & Company, LLC
|
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|
Palisade Asset Management, LLC
|
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|
Novare Capital Management Llc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
|
|
Burns J W & Co Inc/ny
|
|
|
|
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|
Riverview Trust Co
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Ar Asset Management Inc
|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
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First Command Advisory Services, Inc.
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
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Impact Capital Partners LLC
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Jeppson Wealth Management, Llc
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Boston Trust Walden Corp
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Ramirez Asset Management, Inc.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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First Trust Advisors Lp
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Utah Retirement Systems
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State Of Wisconsin Investment Board
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
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River Road Asset Management, LLC
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Blackhill Capital Inc
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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Perpetual Ltd
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WNY Asset Management, LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Schnieders Capital Management Llc
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Dean Investment Associates, Llc
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Federation des caisses Desjardins du Quebec
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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Public Employees Retirement Association Of Colorado
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Cullen Capital Management, LLC
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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Evergreen Capital Management Llc
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
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Northeast Investment Management
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Nicholas Hoffman & Company, LLC.
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SWS Partners
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Jaffetilchin Investment Partners, LLC
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Crews Bank & Trust
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Virtus ETF Advisers LLC
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
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Vontobel Holding Ltd.
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
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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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Farmers & Merchants Trust Co of Chambersburg PA
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Kayne Anderson Rudnick Investment Management Llc
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Griffith & Werner, Inc.
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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Ckw Financial Group
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Oversea-Chinese Banking CORP Ltd
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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BI Asset Management Fondsmaeglerselskab A/S
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Voya Global Advantage & Premium Opportunity Fund
|
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Asset Advisors Investment Management, LLC
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Rowland & Co Investment Counsel/adv
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Murphy Pohlad Asset Management LLC
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Douglas Lane & Associates, LLC
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Hamel Associates, Inc.
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RFG Advisory, LLC
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Principal Securities, Inc.
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O'shaughnessy Asset Management, Llc
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Old Republic International Corp
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Procyon Private Wealth Partners, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Kovitz Investment Group Partners, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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Optimist Retirement Group LLC
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Azzad Asset Management Inc /adv
|
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Plimoth Trust Co Llc
|
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
Sovereign Financial Group, Inc.
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Permanent Capital Management, LP
|
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|
Bangor Savings Bank
|
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|
MTM Investment Management, LLC
|
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Annex Advisory Services, LLC
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
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|
Sigma Investment Counselors Inc
|
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|
T. Rowe Price Investment Management, Inc.
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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|
Empirical Finance, LLC
|
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|
Hilltop National Bank
|
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|
Sherman Asset Management, Inc.
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
Graybill Bartz & Assoc Ltd
|
|
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|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
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|
Moloney Securities Asset Management, LLC
|
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|
