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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
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Boyd Watterson Asset Management Llc/oh
|
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McIlrath & Eck, LLC
|
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|
Treasurer of the State of North Carolina
|
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Team Financial Group, LLC
|
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Nations Financial Group Inc, /ia/ /adv
|
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Fmr Llc
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Cinctive Capital Management LP
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Lifestyle Asset Management, Inc.
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Natixis
|
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Monticello Wealth Management, Llc
|
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Sound Income Strategies, LLC
|
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|
Qube Research & Technologies Ltd
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
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D.a. Davidson & Co.
|
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Journey Strategic Wealth Llc
|
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USAdvisors Wealth Management, LLC
|
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Catalytic Wealth RIA, LLC
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Kozak & Associates, Inc.
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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|
Toroso Investments, LLC
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Intact Investment Management Inc.
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Quadcap Wealth Management, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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111 Capital
|
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|
Keybank National Association/oh
|
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Scarborough Advisors, LLC
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Campbell & CO Investment Adviser LLC
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Nisa Investment Advisors, Llc
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Morse Asset Management, Inc
|
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Harvest Portfolios Group Inc.
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William B. Walkup & Associates, Inc.
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Gts Securities Llc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Confluence Wealth Services, Inc.
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
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|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Saxon Interests, Inc.
|
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|
Albert D Mason Inc
|
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Personal Cfo Solutions, Llc
|
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Texas Permanent School Fund
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Core Alternative Capital
|
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Richard C. Young & CO., LTD.
|
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White Pine Capital Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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Financial Perspectives, Inc
|
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Founders Capital Management
|
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TCG Advisory Services, LLC
|
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Silvia Mccoll Wealth Management, Llc
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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OMC Financial Services LTD
|
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Evermay Wealth Management Llc
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RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
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DecisionPoint Financial, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Ashford Capital Management Inc
|
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Mission Wealth Management, Lp
|
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Lazard Asset Management Llc
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
|
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Smart Money Group LLC
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Jpmorgan Chase & Co
|
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Mattern Capital Management, Llc
|
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Atlantic Trust, LLC
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
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|
Meiji Yasuda Life Insurance Co
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Lombard Odier Asset Management (USA) Corp
|
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|
Avestar Capital, LLC
|
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|
NorthRock Partners, LLC
|
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|
Clearview Wealth Advisors LLC
|
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|
Total Investment Management Inc
|
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|
Signature Estate & Investment Advisors Llc
|
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
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|
Cigna Investments Inc /new
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
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|
ORG Partners LLC
|
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|
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|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Moody National Bank Trust Division
|
|
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|
Pingora Partners LLC
|
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|
Zrc Wealth Management, Llc
|
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|
Rise Advisors, LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
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|
Twin Tree Management, LP
|
|
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|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Lloyd Harbor Capital Management, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
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|
|
|
Welch & Forbes Llc
|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
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|
Bleakley Financial Group, LLC
|
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|
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|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
Private Wealth Partners, LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
Werba Rubin Papier Wealth Management
|
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|
Schulhoff & Co Inc
|
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|
Cary Street Partners Financial Llc
|
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|
Requisite Capital Management, LLC
|
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|
Wisconsin Capital Management Llc
|
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|
Northside Capital Management, LLC
|
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|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
Callan Family Office, LLC
|
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|
Hudson Portfolio Management LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Advisors Asset Management, Inc.
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
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|
Advisory Services Network, LLC
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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Stephens Inc /ar/
|
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IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
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|
Xponance, Inc.
|
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|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
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|
RFG Advisory, LLC
|
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|
Segall Bryant & Hamill, Llc
|
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|
Solstein Capital, LLC
|
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|
Fortem Financial Group, Llc
|
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|
Ellerson Group Inc /adv
|
|
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|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Energy Income Partners, LLC
|
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|
|
|
Whipplewood Advisors, LLC
|
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|
Curat Global, LLC
|
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|
Penney Financial, LLC
|
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|
Voya Investment Management Llc
|
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|
59 North Capital Management, LP
|
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|
Rothschild Investment Llc
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
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|
Sunbelt Securities, Inc.
|
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|
First Foundation Advisors
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Advisors Management Group Inc /adv
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Beck Capital Management, Llc
|
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49 Wealth Management, Llc
|
|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
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|
|
Conning Inc.
|
|
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|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
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Herold Advisors, Inc.
|
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Compass Wealth Management LLC
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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|
Brown, Lisle/cummings, Inc.
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
REAP Financial Group, LLC
|
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Indiana Trust & Investment Management CO
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Mendota Financial Group, LLC
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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CENTRAL TRUST Co
|
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CWS Financial Advisors, LLC
|
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Evoke Wealth, Llc
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Pandora Wealth, Inc.
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Atria Wealth Solutions, Inc.
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Federation des caisses Desjardins du Quebec
|
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Level Four Advisory Services, Llc
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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MeadowBrook Investment Advisors LLC
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Empirical Finance, LLC
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NewSquare Capital LLC
|
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Hazlett, Burt & Watson, Inc.
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Camelot Portfolios, LLC
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Ronald Blue Trust, Inc.
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CIBC Private Wealth Group, LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Pensionmark Financial Group, Llc
|
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Laurel Wealth Advisors LLC
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Franklin Resources Inc
|
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Annis Gardner Whiting Capital Advisors, LLC
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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CWM Advisors, LLC
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Portside Wealth Group, LLC
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Edgemoor Investment Advisors, Inc.
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Mengis Capital Management, Inc.
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
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Brevan Howard Capital Management LP
|
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Argentarii, LLC
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GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
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Crestwood Advisors Group LLC
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Dana Investment Advisors, Inc.
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PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
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Left Brain Wealth Management, LLC
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Woodmont Investment Counsel Llc
|
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Alpine Woods Capital Investors, Llc
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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Bank Of Stockton
|
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Financial Engines Advisors L.L.C.
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Northwest & Ethical Investments L.P.
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Ccm Investment Group, Llc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
SJS Investment Consulting Inc.
|
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Concord Wealth Partners
|
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Public Sector Pension Investment Board
|
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Essex Financial Services, Inc.
|
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Magnus Financial Group LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Navigoe, LLC
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Orrstown Financial Services Inc
|
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|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Semmax Financial Advisors Inc.
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
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|
Bruni J V & Co /co
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
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|
Addison Advisors LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Founders Financial Alliance, LLC
|
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|
Anchor Investment Management, LLC
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Linscomb & Williams, Inc.
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Resonant Capital Advisors, LLC
|
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|
Independence Bank of Kentucky
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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|
Royal London Asset Management Ltd
|
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|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Chung Wu Investment Group, LLC
|
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|
Keeler THomas Management LLC
|
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|
Merit Financial Group, LLC
|
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|
IMC-Chicago, LLC
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
Rosenberg Matthew Hamilton
|
|
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|
Tocqueville Asset Management L.p.
|
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|
Family Legacy Financial Solutions, LLC
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
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|
Brave Asset Management Inc
|
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|
Rockefeller Capital Management L.P.
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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Penserra Capital Management LLC
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Janney Montgomery Scott LLC
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Blair William & Co/il
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Counterpoint Mutual Funds LLC
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|
Phillips Wealth Planners LLC
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|
Steward Partners Investment Advisory, Llc
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Redwood Wealth Management Group, LLC
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MRP Capital Investments, LLC
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|
Hoxton Planning & Management, LLC
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|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Beaird Harris Wealth Management, LLC
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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|
Pinnacle West Asset Management, Inc.
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Compass Financial Services Inc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Bank Of Montreal /can/
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Prospera Financial Services Inc
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Krane Funds Advisors LLC
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L.m. Kohn & Company
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
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Nkcfo Llc
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Sigma Planning Corp
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Front Row Advisors LLC
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Asset Management One Co., Ltd.
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GWM Advisors LLC
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Kestra Investment Management, LLC
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IFM Investors Pty Ltd
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State Of Wisconsin Investment Board
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Perigon Wealth Management, LLC
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Argent Trust Co
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Northcape Wealth Management, Llc
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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First Pacific Financial
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Consolidated Portfolio Review Corp
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Two Sigma Advisers, Lp
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TFC Financial Management
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Mark Sheptoff Financial Planning, Llc
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Prosperity Consulting Group, LLC
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Wiley Bros.-aintree Capital, Llc
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Rakuten Investment Management, Inc.
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Los Angeles Capital Management Llc
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Trinity Legacy Partners, LLC
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Atria Investments Llc
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Butensky & Cohen Financial Security, Inc
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Farmers & Merchants Investments Inc
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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Mesirow Financial Investment Management, Inc.
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Douglas Lane & Associates, LLC
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Schnieders Capital Management Llc
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L2 Asset Management, LLC
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
Wealth Architects, LLC
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Sagespring Wealth Partners, Llc
|
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Whittier Trust Co
|
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|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Redmond Asset Management, LLC
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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FIL Ltd
|
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Tcfg Wealth Management, Llc
|
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Gabelli Utility Trust
|
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Brookstone Capital Management
|
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BNP Paribas Asset Management Holding S.A.
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Oak Ridge Investments Llc
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
GPS Wealth Strategies Group, LLC
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Northern Oak Wealth Management Inc
|
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|
Paradigm Capital Management, LLC/NV
|
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|
Capital Management Corp /va
|
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|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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Duff & Phelps Investment Management Co
|
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Nbc Securities, Inc.
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
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|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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S&t Bank/pa
|
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|
Great Lakes Advisors, Llc
|
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TD Capital Management LLC
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
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|
Annandale Capital, LLC
|
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|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
Trexquant Investment LP
|
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|
Ci Investments Inc.
|
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|
Zimmer Partners, LP
|
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|
Commonwealth Equity Services, Llc
|
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|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
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|
Aqr Capital Management Llc
|
|
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|
|
|
Strengthening Families & Communities, LLC
|
|
|
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|
Quad-Cities Investment Group, LLC
|
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|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
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|
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|
|
Mufg Securities Americas Inc.
|
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|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
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Coastline Trust Co
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
West Paces Advisors Inc.
|
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Opal Wealth Advisors, LLC
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
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C M Bidwell & Associates Ltd
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Covestor Ltd
|
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Kayne Anderson Mlp Investment Co
|
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Red Door Wealth Management, LLC
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|
Shilanski & Associates, Inc.
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Quantbot Technologies LP
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Jmac Enterprises Llc
|
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Jackson Wealth Management, LLC
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PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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FLC Capital Advisors
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IMA Wealth, Inc.
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Point72 Asset Management, L.P.
|
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RKL Wealth Management LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Meeder Asset Management Inc
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Jones Financial Companies Lllp
|
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EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
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Ellenbecker Investment Group
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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TrueMark Investments, LLC
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Sheets Smith Wealth Management
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Blake Schutter Theil Wealth Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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Pines Wealth Management, LLC
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Bearing Point Capital, Llc
|
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BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF
|
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Mv Capital Management, Inc.
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Pensionfund Sabic
|
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Investors Research Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Jackson, Grant Investment Advisers, Inc.
|
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BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
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Sweeney & Michel, Llc
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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Donald L. Hagan, LLC
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Ttp Investments, Inc.
|
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Sunflower Bank, N.A.
|
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Walker Asset Management, LLC
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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Iron Horse Wealth Management, LLC
|
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Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
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Petros Family Wealth, LLC
|
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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|
Daymark Wealth Partners, Llc
|
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CX Institutional
|
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Hilton Capital Management, LLC
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Jeppson Wealth Management, Llc
|
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Accordant Advisory Group Inc
|
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Tortoise Investment Management, LLC
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Fruth Investment Management
|
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Sequoia Financial Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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American Century Companies Inc
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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|
|
Essex LLC
|
|
|
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|
Quaero Capital S.A.
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
ICONIQ Capital, LLC
|
|
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|
|
IAG Wealth Partners, LLC
|
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|
IFG Advisory, LLC
|
|
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|
Inspire Advisors, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
|
|
Metis Global Partners, LLC
|
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|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
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|
|
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|
Viking Fund Management Llc
|
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|
|
Hallmark Capital Management Inc
|
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|
World Equity Group, Inc.
|
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|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Loews Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Spg Advisors Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
Brasada Capital Management, Lp
|
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|
Allianz Asset Management GmbH
|
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|
Atlas Private Wealth Advisors
|
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|
Parcion Private Wealth LLC
|
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|
Southern Capital Advisors, Llc
|
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|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
|
|
|
Armis Advisers, LLC
|
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|
Bare Financial Services, Inc
|
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|
Golden State Equity Partners
|
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Pettinga Financial Advisors, LLC
|
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|
Czech National Bank
|
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VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Colony Group, LLC
|
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|
iA Global Asset Management Inc.
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Resources Investment Advisors, LLC.
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|
Mackenzie Financial Corp
|
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|
Public Employees Retirement System Of Ohio
|
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|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
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|
|
1832 Asset Management L.P.
|
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|
Busey Wealth Management
|
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|
KBC Group NV
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
|
Zacks Investment Management
|
|
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
|
|
Armstrong Advisory Group, Inc
|
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|
Recurrent Investment Advisors LLC
|
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|
Raiffeisen Bank International AG
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Owen LaRue, LLC
|
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|
Gamco Natural Resources, Gold & Income Trust
|
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|
Rsm Us Wealth Management Llc
|
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|
American National Bank
|
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|
WealthTrust Axiom LLC
|
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Korea Investment CORP
|
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Beese Fulmer Investment Management, Inc.
|
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First PREMIER Bank
|
|
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|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
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|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Bowen Hanes & Co Inc
|
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|
Centre Asset Management, LLC
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Regions Financial Corp
|
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|
Sei Investments Co
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Fpr Partners Llc
|
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|
Winthrop Capital Management, LLC
|
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Diligent Investors, LLC
|
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|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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|
California State Teachers Retirement System
|
|
|
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|
|
Hrt Financial Lp
|
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|
North Capital, Inc.
|
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Texas Yale Capital Corp.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
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|
|
Focused Wealth Management, Inc
|
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|
|
Hantz Financial Services, Inc.
|
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|
BankPlus Trust Department
|
|
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|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
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|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Penn Davis Mcfarland Inc
|
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Luminist Capital LLC
|
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Gf Fund Management Co. Ltd.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Operose Advisors LLC
|
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Wexford Capital Lp
|
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Beacon Pointe Advisors, LLC
|
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NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
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|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
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|
Huntleigh Advisors, Inc.
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Lummis Asset Management, LP
|
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Archer Investment Corp
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Robertson Stephens Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
|
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Glen Eagle Advisors, LLC
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Illinois Municipal Retirement Fund
|
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|
Ashton Thomas Private Wealth, LLC
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
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|
Safe Harbor Fiduciary, LLC
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
|
Profunds - Profund Vp Large-cap Value
|
|
|
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|
Segment Wealth Management, LLC
|
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UniSuper Management Pty Ltd
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Meridian Wealth Management, LLC
|
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Thoroughbred Financial Services, Llc
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Chilton Capital Management Llc
|
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Benjamin Edwards Inc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
one8zero8, LLC
|
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
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|
Wealthfront Advisers Llc
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
|
|
|
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Rhumbline Advisers
|
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|
Strategic Wealth Partners, Ltd.
|
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Change Path, LLC
|
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|
TrueWealth Advisors, LLC
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Hourglass Capital, Llc
|
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Trust Co Of Oklahoma
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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California Public Employees Retirement System
|
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Silverlake Wealth Management Llc
|
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Estabrook Capital Management
|
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State Board Of Administration Of Florida Retirement System
|
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Hilltop National Bank
|
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|
Ibex Wealth Advisors
|
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|
Nuveen, LLC
|
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Harbor Investment Advisory, Llc
|
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Infrastructure Capital Advisors, Llc
|
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Wealthspan Partners, Llc
|
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Coronation Fund Managers Ltd.
|
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|
Balboa Wealth Partners
|
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|
Birch Capital Management, LLC
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
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|
Oxbow Advisors, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
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|
Harbour Trust & Investment Management Co
|
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|
|
Longbow Finance SA
|
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|
Aigen Investment Management, Lp
|
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|
Trust Co Of Vermont
|
|
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|
|
Townsquare Capital Llc
|
|
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|
|
Fiduciary Group LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
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Apollon Wealth Management, LLC
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Varma Mutual Pension Insurance Co
|
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|
BlackRock, Inc.
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Graypoint LLC
|
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Tradition Wealth Management, LLC
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|
Pacifica Partners Inc.
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Coastal Investment Advisors, Inc.
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Doliver Advisors, Lp
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Integrated Advisors Network LLC
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Grimes & Company, Inc.
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M&t Bank Corp
|
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Walled Lake Planning & Wealth Management, Llc
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B. Metzler seel. Sohn & Co. AG
|
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|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
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Bank Of America Corp /de/
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Nbt Bank N A /ny
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Walleye Capital LLC
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Wolverine Trading, Llc
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Adirondack Trust Co
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Avenir Corp
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Stephens Consulting, LLC
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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New Mexico Educational Retirement Board
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Toronto Dominion Bank
|
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Goldman Sachs Group Inc
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Mid-American Wealth Advisory Group, Inc.
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Manufacturers Life Insurance Company, The
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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PKS Advisory Services, LLC
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Camden National Bank
|
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Concurrent Investment Advisors, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Cascade Investment Advisors, Inc.
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Meeder Advisory Services, Inc.
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Y.D. More Investments Ltd
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Sachetta, LLC
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Nichols & Pratt Advisers Llp /ma
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Chickasaw Capital Management Llc
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West Michigan Advisors, Llc
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Berkley W R Corp
|
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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Krs Capital Management, Llc
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Nilsine Partners, LLC
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Unigestion Holding SA
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Rocky Mountain Advisers, Llc
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Empower Advisory Group, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Lantz Financial LLC
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Leavell Investment Management, Inc.
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Putney Financial Group LLC
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Boothbay Fund Management, Llc
|
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Spdr S&p 500 Etf Trust
|
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Ellsworth Advisors, LLC
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Atlas Brown,Inc.
|
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
Tower Wealth Partners, Inc.
|
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Avion Wealth
|
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Brookwood Investment Group LLC
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Adams Asset Advisors, LLC
|
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Parkworth Wealth Management, Inc.
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Glenmede Investment Management, LP
|
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|
Volterra Technologies LP
|
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|
Leo Wealth, LLC
|
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|
Gladstone Institutional Advisory LLC
|
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|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
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|
Cetera Trust Company, N.A
|
|
|
|
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|
Canal Insurance CO
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
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|
Fort Sheridan Advisors Llc
|
|
|
|
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|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Gilman Hill Asset Management, LLC
|
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|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
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|
Guggenheim Strategic Opportunities Fund
|
|
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|
|
Beacon Financial Group
|
|
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|
Cohen & Steers, Inc.
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
|
Tompkins Financial Corp
|
|
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|
Jump Financial, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
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|
|
Hennessy Advisors Inc
|
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|
Sterling Investment Advisors, Ltd.
|
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Red Tortoise LLC
|
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|
Pillar Financial Advisors, LLC
|
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|
Assenagon Asset Management S.A.
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|
Intrepid Capital Management Inc
|
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|
St Germain D J Co Inc
|
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Hobbs Group Advisors, LLC
|
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Austin Private Wealth, LLC
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Confluence Investment Management Llc
|
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Parallel Advisors, LLC
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
apricus wealth, LLC
|
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Kempen Capital Management N.v.
|
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Mitchell & Pahl Private Wealth, Llc
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
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|
Walleye Trading LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Truvestments Capital Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Tsfg, Llc
|
|
|
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|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
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|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Elm Partners Management LLC
|
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|
Evergreen Capital Management Llc
|
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RR Advisors, LLC
|
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Flagship Harbor Advisors, Llc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Punch & Associates Investment Management, Inc.
|
|
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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|
GM Advisory Group, Inc.
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
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|
|
Heronetta Management, L.P.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
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|
|
Oxford Asset Management Llp
|
|
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|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
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Fwl Investment Management, Llc
|
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|
Colonial Trust Co / SC
|
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|
GW&K Investment Management, LLC
|
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|
Envestnet Asset Management Inc
|
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|
Nebula Research & Development LLC
|
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|
CHURCHILL MANAGEMENT Corp
|
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|
Dynamic Advisor Solutions LLC
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Quadrant Capital Group Llc
|
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Castle Hook Partners LP
|
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APG Asset Management N.V.
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|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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|
Transce3nd, LLC
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|
Susquehanna International Group, Llp
|
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|
Abn Amro Investment Solutions
|
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Silvant Capital Management LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
PFG Advisors
|
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|
Global Wealth Management Investment Advisory, Inc.
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
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|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
Second Line Capital, LLC
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Collar Capital Management, LLC
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Elevation Series Trust - RiverNorth Patriot ETF
|
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|
Kcm Investment Advisors Llc
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Salem Investment Counselors Inc
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WealthTrak Capital Management LLC
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Diversify Advisory Services, LLC
|
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Generali Investments, Management Co LLC
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Angeles Wealth Management, Llc
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Focus Financial Network, Inc.
|
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|
American Assets Investment Management, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
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|
Geode Capital Management, Llc
|
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|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
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|
Salomon & Ludwin, LLC
|
|
|
|
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|
Maven Securities LTD
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
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Close Asset Management Ltd
|
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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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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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Bessemer Group Inc
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Sapient Capital Llc
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Mizuho Securities Usa Llc
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Charter Trust Co
|
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SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
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|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
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Sourcerock Group LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Guinness Atkinson Asset Management Inc
|
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EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
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|
Spire Wealth Management
|
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|
Smithbridge Asset Management Inc/de
|
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Ridgewood Investments LLC
|
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XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
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|
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|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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|
D. E. Shaw & Co., Inc.
|
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Cwm, Llc
|
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Everpar Advisors Llc
|
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Natixis Advisors, L.p.
|
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Transcend Wealth Collective, Llc
|
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|
PUREfi Wealth, LLC
|
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|
MSH Capital Advisors LLC
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
|
Arete Wealth Advisors, LLC
|
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|
American Capital Advisory, LLC
|
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|
Oakwell Private Wealth Management, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
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|
Bailard, Inc.
|
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
Summit Financial, LLC
|
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|
Vanguard Group Inc
|
|
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|
Everett Harris & Co /ca/
|
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|
Dimensional Fund Advisors Lp
|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
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|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Presima Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
