|
D.a. Davidson & Co.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
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|
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|
LVW Advisors, LLC
|
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|
|
Hartford Investment Management Co
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
UniSuper Management Pty Ltd
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
|
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|
Wbi Investments, Inc.
|
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|
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|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
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|
IFM Investors Pty Ltd
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
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|
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|
Bedel Financial Consulting, Inc.
|
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|
Ipsen Advisor Group LLC
|
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|
Marietta Investment Partners Llc
|
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|
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|
CX Institutional
|
|
|
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
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|
Country Trust Bank
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
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|
|
|
Tri-continental Corp
|
|
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|
|
Peoples Bank /oh
|
|
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|
MBM Wealth Consultants, LLC
|
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|
|
Quest Partners LLC
|
|
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|
|
Freestone Capital Holdings, LLC
|
|
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|
Mutual Of America Capital Management Llc
|
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|
Equitable Trust Co
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
American Century Companies Inc
|
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|
Montag A & Associates Inc
|
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|
Nvwm, Llc
|
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Rodgers Brothers Inc.
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
|
Sentinus, LLC
|
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|
Brevan Howard Capital Management LP
|
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|
Parkworth Wealth Management, Inc.
|
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|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
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Alliancebernstein L.p.
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Deutsche Bank Ag\
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Stuart Chaussee & Associates, Inc.
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Hallmark Capital Management Inc
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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Dunhill Financial, LLC
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First United Bank Trust/
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Massmutual Trust Co Fsb/adv
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Heritage Wealth Management, Inc.
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Raelipskie Partnership
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Strategic Blueprint, LLC
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Woodward Diversified Capital, Llc
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Acadian Asset Management Llc
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Rossby Financial, LCC
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Morgan Dempsey Capital Management Llc
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Western Wealth Management, LLC
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Dakota Wealth Management
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Glen Eagle Advisors, LLC
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
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Panagora Asset Management Inc
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Belpointe Asset Management LLC
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DAVENPORT & Co LLC
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Axxcess Wealth Management, Llc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
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Kennebec Savings Bank
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Hudson Capital Management LLC
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Morgan Stanley
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HBK Sorce Advisory LLC
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Natixis Advisors, L.p.
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Atwood & Palmer Inc
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Y.D. More Investments Ltd
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Beacon Investment Advisors Llc
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Longfellow Investment Management Co Llc
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Nippon Life Insurance Co
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Tokio Marine Asset Management Co Ltd
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Old National Bancorp /in/
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Park Place Capital Corp
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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SG Americas Securities, LLC
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F/M Investments LLC
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
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Coastal Bridge Advisors, LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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Mv Capital Management, Inc.
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FORA Capital, LLC
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Accurate Wealth Management, LLC
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Ethic Inc.
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Worldquant Millennium Advisors Llc
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GPS Wealth Strategies Group, LLC
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United Community Bank
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Thrivent Financial For Lutherans
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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Skopos Labs, Inc.
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Colony Group, LLC
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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Ritholtz Wealth Management
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
EverSource Wealth Advisors, LLC
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California State Teachers Retirement System
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Smart Portfolios, LLC
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Advisors Capital Management, LLC
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Hrt Financial Lp
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Cape Investment Advisory, Inc.
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Commonwealth Retirement Investments LLC
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Umb Bank N A/mo
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Lindbrook Capital, Llc
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Arvest Investments, Inc.
|
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|
Fidelis Capital Partners, LLC
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|
Valmark Advisers, Inc.
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
BlackRock, Inc.
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
Affiance Financial, LLC
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|
Vinva Investment Management Ltd
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|
Pallas Capital Advisors LLC
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Mitchell Sinkler & Starr/pa
|
|
|
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|
Capital Investment Advisors, LLC
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Tobam
|
|
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|
Luminist Capital LLC
|
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|
Jacobs Levy Equity Management, Inc
|
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|
Cwm, Llc
|
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|
Wealthcare Advisory Partners LLC
|
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|
Apollon Wealth Management, LLC
|
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|
1248 Management, LLC
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
|
Hancock Whitney Corp
|
|
|
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|
First Pacific Financial
|
|
|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
Oxford Asset Management Llp
|
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
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|
|
Crewe Advisors LLC
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Xponance, Inc.
|
|
|
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|
|
W Advisors, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
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|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Centennial Wealth Advisory LLC
|
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|
State of New Jersey Common Pension Fund D
|
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|
Tocqueville Asset Management L.p.
|
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True Wealth Design, LLC
|
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State Street Corp
|
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|
Hudock, Inc.
|
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|
Crawford Investment Counsel Inc
|
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|
Patton Fund Management, Inc.
|
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Evergreen Private Wealth LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
Midwest Trust Co
|
|
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|
Cascade Investment Group, Inc.
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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Impax Asset Management Group plc
|
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Archer Investment Corp
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
Beaird Harris Wealth Management, LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
NorthRock Partners, LLC
|
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CI Private Wealth, LLC
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Moody National Bank Trust Division
|
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|
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Prudential Financial Inc
|
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|
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Numerai GP LLC
|
|
|
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|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Cornerstone Wealth Management, LLC
|
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Dorsey & Whitney Trust CO LLC
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Joule Financial, LLC
|
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|
Cahill Financial Advisors Inc
|
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Pathway Financial Advisers, LLC
|
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Sittner & Nelson, Llc
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Farringdon Capital, Ltd.
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
Sigma Planning Corp
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
IAG Wealth Partners, LLC
|
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|
Wetherby Asset Management Inc
|
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|
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|
Marshall Wace, Llp
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
First National Trust Co
|
|
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|
Bridgeway Capital Management Inc
|
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Waycross Partners, Llc
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Millennium Management Llc
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Holocene Advisors, LP
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
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|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
|
Kinneret Advisory, LLC
|
|
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|
|
Sachetta, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Accel Wealth Management
|
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Palacios Wealth Management, LLC
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Shufro Rose & Co Llc
|
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|
Harwood Advisory Group, LLC
|
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Fountainhead AM, LLC
|
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
Parallel Advisors, LLC
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
Hikari Power Ltd
|
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Perritt Capital Management Inc
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Two Sigma Advisers, Lp
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Volterra Technologies LP
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Burney Co/
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Signaturefd, Llc
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Retirement Wealth Solutions LLC
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Everstar Asset Management, LLC
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Kilter Group LLC
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Cresset Asset Management, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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WPG Advisers, LLC
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Janney Montgomery Scott LLC
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Lsv Asset Management
|
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Security National Bank Of So Dak
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Signature Estate & Investment Advisors Llc
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Mizuho Securities Usa Llc
|
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MetLife Investment Management, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Proathlete Wealth Management Llc
|
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Cigna Investments Inc /new
|
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Proffitt & Goodson Inc
|
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Laurel Wealth Advisors LLC
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New Mexico Educational Retirement Board
|
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ESL Trust Services, LLC
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Bolthouse Investments, LLC
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Mattson Financial Services, LLC
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APG Asset Management N.V.
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Ridgewood Investments LLC
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Evermay Wealth Management Llc
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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Profunds - Profund Vp Large-cap Value
|
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|
Boston Private Wealth Llc
|
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Ascent Wealth Partners, LLC
|
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ASR Vermogensbeheer N.V.
|
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Gulf International Bank (UK) Ltd
|
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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Capital Asset Advisory Services LLC
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Commerce Bank
|
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Money Concepts Capital Corp
|
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Founders Capital Management
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Financial Network Wealth Advisors LLC
|
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Perpetual Ltd
|
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Bokf, Na
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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Rexford Capital Inc
|
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Zions Bancorporation, National Association /ut/
|
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Long Run Wealth Advisors, LLC
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Bank of New York Mellon Corp
|
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Benin Management CORP
|
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State Of Wisconsin Investment Board
|
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Prossimo Advisors, LLC
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New Hampshire Trust
|
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HHM Wealth Advisors, LLC
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
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Tacita Capital Inc
|
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Kiker Wealth Management, LLC
|
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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Trust Investment Advisors
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Bailard, Inc.
|
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
New York State Teachers Retirement System
|
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|
Captrust Financial Advisors
|
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|
Northwest Bancshares, Inc.
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
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|
Brookwood Investment Group LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
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|
Cheviot Value Management, LLC
|
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|
Siemens Fonds Invest GmbH
|
|
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|
|
Magnus Financial Group LLC
|
|
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|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Dynamic Advisor Solutions LLC
|
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|
J.w. Cole Advisors, Inc.
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Beacon Capital Management, LLC
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Engineers Gate Manager LP
|
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KBC Group NV
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SJS Investment Consulting Inc.
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
Financial Management Professionals, Inc.
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
William B. Walkup & Associates, Inc.
|
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|
Blair William & Co/il
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MASTERINVEST Kapitalanlage GmbH
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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|
Seelaus Asset Management LLC
|
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Ballentine Partners, LLC
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Arizona State Retirement System
|
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Walleye Trading LLC
|
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Boyd Watterson Asset Management Llc/oh
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Paragon Capital Management Ltd
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Qrg Capital Management, Inc.
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Regal Investment Advisors LLC
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Riverview Trust Co
|
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Atomi Financial Group, Inc.
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Act Two Investors Llc
|
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Atlantic Union Bankshares Corp
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Northwestern Mutual Investment Management Company, Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Coordinated Financial Services, Inc./CO
|
|
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|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Forum Financial Management, LP
|
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E. Ohman J:or Asset Management AB
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Hengehold Capital Management Llc
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
Wedbush Securities Inc
|
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|
Crews Bank & Trust
|
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Meridian Wealth Management, LLC
|
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Point72 Asset Management, L.P.
|
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Schnieders Capital Management Llc
|
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Capital Management Corp /va
|
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Ellevest, Inc.
|
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|
Andra AP-fonden
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Pacific Center for Financial Services
|
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CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
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|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
Aptus Capital Advisors, LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Indiana Trust & Investment Management CO
|
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|
KWB Wealth
|
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|
Dana Investment Advisors, Inc.
|
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|
Stifel Financial Corp
|
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|
Legacy Capital Group California, Inc.
|
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|
Tepp RIA, LLC
|
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|
BKD Wealth Advisors, LLC
|
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|
Neuberger Berman Group LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
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|
New York Life Investment Management Llc
|
|
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|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
|
JNBA Financial Advisors
|
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|
Amalgamated Bank
|
|
|
|
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|
IFS Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
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|
|
UBS Group AG
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
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|
|
First Financial Corp /in/
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Swedbank AB
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Covestor Ltd
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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VGI Partners Ltd
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Prestige Wealth Management Group LLC
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Texas Permanent School Fund
|
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Mountain Pacific Investment Advisers Inc/id
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Brown, Lisle/cummings, Inc.
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State of Alaska, Department of Revenue
|
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Austin Private Wealth, LLC
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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Handelsbanken Fonder AB
|
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Highline Wealth Partners Llc
|
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Bessemer Group Inc
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Optivise Advisory Services LLC
|
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PineBridge Investments, L.P.
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Two Sigma Investments, Lp
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Capital Analysts, Inc.
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Clarius Group, LLC
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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SBI Securities Co., Ltd.
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
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ISAM Funds (UK) Ltd
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Neo Ivy Capital Management
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Weiss Asset Management LP
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Capital Advisors Inc/ok
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Natixis
|
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Tyche Wealth Partners LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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UYG - PROSHARES TRUST - ProShares Ultra Financials
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Westhampton Capital, LLC
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Vanguard Group Inc
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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3Chopt Investment Partners, LLC
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Foster Victor Wealth Advisors, LLC
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Level Four Advisory Services, Llc
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Hazlett, Burt & Watson, Inc.
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Sowell Financial Services LLC
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Cowa, Llc
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Garde Capital, Inc.
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Schechter Investment Advisors, LLC
|
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FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
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|
Semmax Financial Advisors Inc.
|
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Abound Wealth Management
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Nordea Investment Management Ab
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Fiduciary Group LLC
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Mork Capital Management, LLC
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Hsbc Holdings Plc
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TCTC Holdings, LLC
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Aster Capital Management (DIFC) Ltd
|
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Northside Capital Management, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
Mainstay Capital Management Llc /adv
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Cultivar Capital, Inc.
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Webster Bank, N. A.
|
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Verity & Verity, LLC
|
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Valley National Advisers Inc
|
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Patriot Financial Group Insurance Agency, LLC
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Certior Financial Group, Llc
|
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Herold Advisors, Inc.
|
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Key Client Fiduciary Advisors, LLC
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
Wolff Wiese Magana Llc
|
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|
Summit Global Investments
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
Griffith & Werner, Inc.
|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
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|
Prime Capital Investment Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
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Td Asset Management Inc
|
|
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Aviva Plc
|
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|
Van Eck Associates Corp
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
WealthTrak Capital Management LLC
|
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|
Caxton Associates Llp
|
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|
Colonial Trust Co / SC
|
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|
Whipplewood Advisors, LLC
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
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|
|
Ransom Advisory, Ltd
|
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|
Huntington National Bank
|
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|
Alpine Bank Wealth Management
|
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|
Moors & Cabot, Inc.
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
IHT Wealth Management, LLC
|
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|
Great Lakes Advisors, Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Pnc Financial Services Group, Inc.
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
N.E.W. Advisory Services LLC
|
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|
NewSquare Capital LLC
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
Standard Life Aberdeen plc
|
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|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Oakworth Capital, Inc.
|
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Great West Life Assurance Co /can/
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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West Branch Capital LLC
|
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|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
|
|
Avidian Wealth Solutions, LLC
|
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|
Hartland & Co., LLC
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
Huntleigh Advisors, Inc.
|
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Federated Hermes, Inc.
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Kmg Fiduciary Partners, Llc
|
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CIBC Asset Management Inc
|
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Entropy Technologies, LP
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
National Asset Management, Inc.
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Thrive Wealth Management, LLC
|
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Banco Santander, S.A.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
CWS Financial Advisors, LLC
|
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|
Colonial Trust Advisors
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Allianz Se
|
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Texas Bank & Trust Co
|
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Schroder Investment Management Group
|
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Police & Firemen's Retirement System of New Jersey
|
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Savant Capital, LLC
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Everhart Financial Group, Inc.
|
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|
Everence Capital Management Inc
|
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Voleon Capital Management Lp
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Old Second National Bank Of Aurora
|
|
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|
Bard Financial Services, Inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Addison Advisors LLC
|
|
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|
|
Coastline Trust Co
|
|
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|
Bank & Trust Co
|
|
|
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|
Atticus Wealth Management, Llc
|
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
RMB Capital Management, LLC
|
|
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|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
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|
|
We Are One Seven, LLC
|
|
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|
|
Graney & King, LLC
|
|
|
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|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
Clear Street Markets Llc
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Adell Harriman & Carpenter Inc
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|
Credit Agricole S A
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Greenleaf Trust
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Wealthspire Advisors, LLC
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Jain Global LLC
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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Howard Capital Management Inc.
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Vontobel Holding Ltd.
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Coldstream Capital Management Inc
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Cercano Management LLC
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Mount Lucas Management LP
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RB Capital Management, LLC
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Rakuten Investment Management, Inc.
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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Illinois Municipal Retirement Fund
|
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Regions Financial Corp
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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Haverford Trust Co
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Nordwand Advisors, LLC
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Visionary Wealth Advisors
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Ameritas Investment Partners, Inc.
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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LGT Financial Advisors LLC
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Mindset Wealth Management, Llc
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Intrust Bank Na
|
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Deseret Mutual Benefit Administrators
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Ogorek Anthony Joseph /ny/ /adv
|
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Roble, Belko & Company, Inc
|
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Lantern Wealth Advisors, LLC
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Securian Asset Management, Inc
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Nuveen, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Nisa Investment Advisors, Llc
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Oliver Lagore Vanvalin Investment Group
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ProShare Advisors LLC
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Red Door Wealth Management, LLC
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Gotham Asset Management, LLC
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Catalytic Wealth RIA, LLC
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apricus wealth, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Northcape Wealth Management, Llc
|
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Advisor OS, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Sagespring Wealth Partners, Llc
|
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Arvest Bank Trust Division
|
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Plancorp, LLC
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Palumbo Wealth Management LLC
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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Nemes Rush Group LLC
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
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|
Stratos Wealth Partners, LTD.
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Cherry Tree Wealth Management, LLC
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
VisionPoint Advisory Group, LLC
|
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Bellwether Advisors, LLC
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Koshinski Asset Management, Inc.
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Asset Dedication, LLC
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CoreFirst Bank & Trust
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Meeder Advisory Services, Inc.
|
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Aquatic Capital Management LLC
|
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Annis Gardner Whiting Capital Advisors, LLC
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Whitener Capital Management, Inc.
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Tiaa Trust, National Association
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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ExodusPoint Capital Management, LP
|
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|
Assetmark, Inc
|
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|
V-Square Quantitative Management LLC
|
|
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|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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|
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|
Traub Capital Management LLC
|
|
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|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
CVS HEALTH Corp
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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First Manhattan Co
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Grant Private Wealth Management Inc
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Arkadios Wealth Advisors
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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Global Trust Asset Management, LLC
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Rothschild Investment Llc
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Susquehanna International Group, Llp
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