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Hartford Financial Management Inc.
|
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Kanawha Capital Management Llc
|
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
|
|
General Partner, Inc.
|
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Quotient Wealth Partners, LLC
|
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
|
|
IFM Investors Pty Ltd
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
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Schechter Investment Advisors, LLC
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Pineridge Advisors LLC
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Donoghue Forlines LLC
|
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Everett Harris & Co /ca/
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Soundwatch Capital LLC
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|
CFO4Life Group, LLC
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Csenge Advisory Group
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
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|
Magnus Financial Group LLC
|
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Anchor Investment Management, LLC
|
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Cooper Financial Group
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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Cwm, Llc
|
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Sheaff Brock Investment Advisors, LLC
|
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Canal Insurance CO
|
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Natixis Advisors, L.p.
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Evoke Wealth, Llc
|
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Hopwood Financial Services, Inc.
|
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Flavin Financial Services, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Stockman Wealth Management, Inc.
|
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Navalign, LLC
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Recurrent Investment Advisors LLC
|
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Argonautica Private Wealth Management, Inc
|
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SCS Capital Management LLC
|
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SWS Partners
|
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Kmg Fiduciary Partners, Llc
|
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Crescent Sterling, Ltd.
|
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VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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Mill Capital Management, LLC
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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Ambassador Advisors, LLC
|
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
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LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
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|
Bank of New York Mellon Corp
|
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Mairs & Power Inc
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
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|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
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|
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|
49 Wealth Management, Llc
|
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
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|
Vista Wealth Management Group, LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
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|
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
|
|
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|
CWC Advisors, LLC.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
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|
Barclays Plc
|
|
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|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
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|
|
Raymond James Financial Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
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|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
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|
|
New Age Alpha Advisors, LLC
|
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|
|
Advisory Resource Group
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
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|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
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|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Engine Capital Management, LP
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Mariner Investment Group Llc
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
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|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
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|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
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|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Westchester Capital Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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Stock Yards Bank & Trust Co
|
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Mizuho Securities Usa Llc
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Portman Square Capital LLP
|
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|
Infrastructure Capital Advisors, Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Hourglass Capital, Llc
|
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Aventail Capital Group, LP
|
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Per Stirling Capital Management, LLC.
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Private Wealth Asset Management, LLC
|
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|
Peoples Financial Services Corp.
|
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|
Lee Danner & Bass Inc
|
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M3 Advisory Group, LLC
|
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GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
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Simon Quick Advisors, Llc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Smithfield Trust Co
|
|
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|
Oddo Bhf Asset Management Sas
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Nicolet Advisory Services, Llc
|
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|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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|
Lbmc Investment Advisors, Llc
|
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Maryland State Retirement & Pension System
|
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Jacobs & Co/ca
|
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Sandy Cove Advisors, LLC
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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Arete Wealth Advisors, LLC
|
|
|
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Horizon Investments, LLC
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Scotia Capital Inc.
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Columbia Asset Management
|
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Vestcor Inc
|
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WealthTrak Capital Management LLC
|
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Copia Wealth Management
|
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|
Allen Capital Group, LLC
|
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Harfst & Associates, Inc.
|
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Argentarii, LLC
|
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Fayez Sarofim & Co
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
PFG Advisors
|
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|
Capital Investment Advisory Services, LLC
|
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|
Accredited Wealth Management, LLC
|
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Financial Advocates Investment Management
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
Tradewinds Capital Management, LLC
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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PayPay Securities Corp
|
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WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
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Tritonpoint Wealth, Llc
|
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Alta Capital Management Llc/
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Wedmont Private Capital
|
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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Morgan Stanley
|
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Whittier Trust Co Of Nevada Inc
|
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SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
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|
New York State Common Retirement Fund
|
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|
Abacus Planning Group, Inc.
|
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Azzad Asset Management Inc /adv
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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EPG Wealth Management LLC
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
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|
River Road Asset Management, LLC
|
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|
Cobler Capital Management, LLC
|
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Angeles Wealth Management, Llc
|
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Delta Investment Management, LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Stephens Inc /ar/
|
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Private Trust Co Na
|
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|
Costello Asset Management, INC
|
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Marshall & Sullivan Inc /wa/
|
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|
Valued Wealth Advisors LLC
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Hrt Financial Lp
|
|
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|
Lincoln Capital LLC
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
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|
|
Mcdonald Partners Llc
|
|
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|
Perennial Investment Advisors, LLC
|
|
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|
|
Tower Bridge Advisors
|
|
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|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
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|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
TD Capital Management LLC
|
|
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|
Bank Of America Corp /de/
|
|
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|
|
|
Warwick Investment Management, Inc.
|
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|
Vise Technologies, Inc.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
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|
Richwood Investment Advisors, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Acropolis Investment Management, LLC
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
Inscription Capital, LLC
|
|
|
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|
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I
|
|
|
|
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|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Wimmer Associates 1, Llc
|
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Nemes Rush Group LLC
|
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|
GeoSphere Capital Management
|
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|
Evolution Advisers, Inc.
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|
Twin Tree Management, LP
|
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Adage Capital Partners Gp, L.l.c.
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Fort Point Capital Partners LLC
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Drucker Wealth 3.0, LLC
|
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Moller Financial Services
|
|
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Plato Investment Management Ltd
|
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|
Sentry Investment Management Llc
|
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|
Capital Advantage, Inc.
|
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|
GWM Advisors LLC
|
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|
Meeder Asset Management Inc
|
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|
Ontario Teachers Pension Plan Board
|
|
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
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|
Linscomb & Williams, Inc.
|
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|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
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|
Hamilton Capital, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
Koshinski Asset Management, Inc.
|
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|
Buckingham Strategic Partners
|
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|
Norinchukin Bank, The
|
|
|
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|
Camden Capital, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
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|
Sachetta, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
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|
Cidel Asset Management Inc
|
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Rockefeller Capital Management L.P.
|
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|
Advisors Asset Management, Inc.
|
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|
Clear Harbor Asset Management, LLC
|
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|
Bennett Associates Wealth Management
|
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|
DT Investment Partners, LLC
|
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|
Westend Capital Management LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Goelzer Investment Management, Inc.
|
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Christopher J. Hasenberg, Inc
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Berkshire Asset Management Llc/pa
|
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|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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|
Wealthspan Partners, Llc
|
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|
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|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
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|
Paragon Capital Management Ltd
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Financial Freedom, LLC
|
|
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|
Bank Of Nova Scotia
|
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|
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|
Compass Wealth Management LLC
|
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|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
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|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
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|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
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|
|
CoreCap Advisors, LLC
|
|
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|
SkyOak Wealth, LLC
|
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|
|
Schroder Investment Management Group
|
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|
|
Murphy & Mullick Capital Management Corp
|
|
|
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|
Clearbridge Investments, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
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|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
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|
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|
|
HighPoint Advisor Group LLC
|
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|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Means Investment Co., Inc.
|
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|
Illinois Municipal Retirement Fund
|
|
|
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|
|
Gratus Wealth Advisors, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
First Pacific Financial
|
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|
Gf Fund Management Co. Ltd.
|
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Sequoia Financial Advisors, LLC
|
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|
Commerce Bank
|
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|
Eisler Capital Management Ltd.
|
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Allegheny Financial Group LTD
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Keel Point, LLC
|
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Meyer Handelman Co
|
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Argent Trust Co
|
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La Banque Postale Asset Management SA
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Northern Trust Corp
|
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|
Addison Advisors LLC
|
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|
Steamboat Capital Partners, LLC
|
|
|
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|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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Tortoise Capital Advisors, L.l.c.
|
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Northwestern Mutual Investment Management Company, Llc
|
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Logan Capital Management Inc
|
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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WP Advisors, LLC
|
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|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
CAPROCK Group, Inc.
|
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Lazard Asset Management Llc
|
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JTC Employer Solutions Trusteee Ltd
|
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GHP Investment Advisors, Inc.
|
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Guggenheim Capital Llc
|
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Intrust Bank Na
|
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|
TBH Global Asset Management, LLC
|
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Zions Bancorporation, National Association /ut/
|
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|
Point72 (DIFC) Ltd
|
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|
Harbor Asset Planning, Inc.
|
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|
|
Wealthcare Advisory Partners LLC
|
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|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Cary Street Partner Investment Advisory Llc
|
|
|
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|
|
Clarius Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
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|
Kempen Capital Management N.v.
|
|
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|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Quarry LP
|
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|
BKM Wealth Management, LLC
|
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|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Yousif Capital Management, Llc
|
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Advisors Capital Management, LLC
|
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|
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SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Summit Trail Advisors, Llc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
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|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
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|
|
Neo Ivy Capital Management
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
ASB Consultores, LLC
|
|
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Sendero Wealth Management, LLC
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
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|
B&D White Capital Company, LLC
|
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|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
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|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
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|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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JBR Co Financial Management Inc
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
Armstrong Advisory Group, Inc
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Alyeska Investment Group, L.P.
|
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Brown Advisory Inc
|
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State of Alaska, Department of Revenue
|
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|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Mizuho Securities Usa Llc
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Citizens Financial Group Inc/ri
|
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Southland Equity Partners LLC
|
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Adirondack Trust Co
|
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apricus wealth, LLC
|
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Principal Securities, Inc.
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Eagle Global Advisors Llc
|
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William B. Walkup & Associates, Inc.
|
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HCR Wealth Advisors
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
ORG Wealth Partners, LLC
|
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Pathway Financial Advisers, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Exchange Traded Concepts, Llc
|
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Asset Advisors Investment Management, LLC
|
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Pictet Asset Management Holding SA
|
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Westbourne Investment Advisors, Inc.
|
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Bremer Bank National Association
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Matthew Goff Investment Advisor, LLC
|
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Trustmark National Bank Trust Department
|
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Calamos Advisors LLC
|
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Fieldview Capital Management, LLC
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ORG Partners LLC
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Crestmont Private Wealth LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
TCG Advisory Services, LLC
|
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|
Chelsea Counsel Co
|
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|
Wellington Shields Capital Management, LLC
|
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Cetera Trust Company, N.A
|
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|
Principal Diversified Select Real Asset Fund
|
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|
Skopos Labs, Inc.
|
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FineMark National Bank & Trust
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Candriam Luxembourg S.C.A.
|
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Rnc Capital Management Llc
|
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Assenagon Asset Management S.A.
|
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Financial Connections Group, Inc.
|
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|
Caldwell Securities, Inc
|
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Dynamic Advisor Solutions LLC
|
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Plante Moran Financial Advisors, LLC
|
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Nordwand Advisors, LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
Van Strum & Towne Inc.
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
Advisory Alpha, LLC
|
|
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|
Dodge & Cox
|
|
|
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|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
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|
|
|
Korea Investment CORP
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
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|
Harbour Investment Management Llc
|
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|
Kcm Investment Advisors Llc
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
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Gateway Investment Advisers Llc
|
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Morgan Dempsey Capital Management Llc
|
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TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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|
Benjamin Edwards Inc
|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
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|
Valley Brook Capital Group, Inc.
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Stratos Wealth Advisors, LLC
|
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Waterloo Capital, L.P.
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
QTR Family Wealth, LLC
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|
Runnymede Capital Advisors, Inc.
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Blue Rock Wealth Management LLC
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Creekmur Asset Management LLC
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Webster Bank, N. A.
|
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Rhumbline Advisers
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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Beaird Harris Wealth Management, LLC
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Boreal Capital Management LLC
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Strait & Sound Wealth Management LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Oregon Public Employees Retirement Fund
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Mesirow Financial Investment Management, Inc.
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Ocean Capital Management, LLC
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
Mather Group, Llc.
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Nicolet Bankshares Inc
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Fairfield, Bush & Co.
|
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Foundation Resource Management Inc
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Marietta Investment Partners Llc
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VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
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|
Close Asset Management Ltd
|
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|
Legacy Private Trust Co.
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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Utah Retirement Systems
|
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
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|
Belpointe Asset Management LLC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Peak6 Llc
|
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New England Capital Financial Advisors LLC
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IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
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Forum Financial Management, LP
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Vontobel Holding Ltd.
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Centaurus Financial, Inc.
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StoneX Group Inc.
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Alliancebernstein L.p.
|
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Mcdaniel Terry & Co
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Measured Risk Portfolios, Inc.
|
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Nvwm, Llc
|
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Western Pacific Wealth Management, LP
|
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
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Aqr Capital Management Llc
|
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First National Bank of Mount Dora, Trust Investment Services
|
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Evergreen Private Wealth LLC
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Dogwood Wealth Management LLC
|
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|
Cardinal Capital Management
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
FourThought Financial Partners, LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
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|
Grove Bank & Trust
|
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|
Financial Advisory Service, Inc.
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Atlas Legacy Advisors, LLC
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
|
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|
Disciplined Investments, LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Cowa, Llc
|
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|
|
WealthCollab, LLC
|
|
|
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|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
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|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Highland Capital Management Fund Advisors, L.p.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
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|
Sittner & Nelson, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
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|
Colonial Trust Co / SC
|
|
|
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|
Asset Planning,Inc
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|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
|
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|
St. Johns Investment Management Company, LLC
|
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|
Redwood Investment Management, Llc
|
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|
WASHINGTON TRUST Co
|
|
|
|
|
|
Activest Wealth Management
|
|
|
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|
|
Welch Group, LLC
|
|
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|
|
Cypress Capital Group
|
|
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|
Diversified Enterprises, LLC
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
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|
|
Quent Capital, LLC
|
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|
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|
Callahan Advisors, LLC
|
|
|
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|
|
Profunds - Profund Vp Oil & Gas
|
|
|
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|
|
Walker Asset Management, LLC
|
|
|
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|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
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|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
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|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
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|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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|
|
Sharp Financial Services, LLC
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|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
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|
|
LPL Financial LLC
|
|
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|
Diversified Trust Co
|
|
|
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|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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|
Oak Thistle LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
Quinn Opportunity Partners LLC
|
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|
|
Atomi Financial Group, Inc.
|
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|
Victory Capital Management Inc
|
|
|
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|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
|
|
Bank Of Montreal /can/
|
|
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|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
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|
|
|
|
Intrua Financial, LLC
|
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|
Daiwa Securities Group Inc.
|
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|
|
Profund Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
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|
Quadrature Capital Ltd
|
|
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|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Cobblestone Capital Advisors Llc /ny/
|
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Old National Bancorp /in/
|
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Basso Capital Management, L.p.
|
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Neville Rodie & Shaw Inc
|
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Charles Schwab Investment Management Inc
|
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Level Four Advisory Services, Llc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Two Sigma Securities, Llc
|
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|
Mader & Shannon Wealth Management, Inc.
|
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Signaturefd, Llc
|
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YHB Investment Advisors, Inc.
|
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Ipswich Investment Management Co., Inc.
|
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RMG Wealth Management LLC
|
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Red Cedar Investment Management, Llc
|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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|
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|
Brady Family Wealth, Llc
|
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|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
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|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
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|
Geneos Wealth Management Inc.
|
|
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|
Main Street Group, LTD
|
|
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|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Simplicity Wealth,LLC
|
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Roof Eidam & Maycock/adv
|
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Cadinha & Co Llc
|
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|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
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|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Alpha Omega Wealth Management LLC
|
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|
Tyche Wealth Partners LLC
|
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|
Harvest Fund Management Co., Ltd
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
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|
Ami Investment Management Inc
|
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|
Mufg Securities Americas Inc.
|
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|
10Elms LLP
|
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|
Empire Financial Management Company, LLC
|
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|
Oakland Financial Corp
|
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|
Thompson Investment Management, Inc.
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
SBI Securities Co., Ltd.
|
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|
South Street Advisors LLC
|
|
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|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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|
MorganRosel Wealth Management, LLC
|
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|
Marco Investment Management Llc
|
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|
Harbor Advisors LLC
|
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|
SIR Capital Management, L.P.
|
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Tsfg, Llc
|
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|
North Star Investment Management Corp.
|
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Silvercrest Asset Management Group Llc
|
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|
Deseret Mutual Benefit Administrators
|
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|
|
Lsv Asset Management
|
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|
Sandy Spring Bank
|
|
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|
RMB Capital Management, LLC
|
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|
Trust Co Of Oklahoma
|
|
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|
BancorpSouth Bank
|
|
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|
FNY Investment Advisers, LLC
|
|
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|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Elliott Investment Management L.P.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Crossingbridge Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
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Harrell Investment Partners, Llc
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Flagship Harbor Advisors, Llc
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NorthCrest Asset Manangement, LLC
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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Pacer Advisors, Inc.
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Peapack Gladstone Financial Corp
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National Asset Management, Inc.
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Cfm Wealth Partners Llc
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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State Board Of Administration Of Florida Retirement System
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Woodline Partners LP
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Verition Fund Management LLC
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Kestra Private Wealth Services, Llc
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CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF
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Byrne Asset Management LLC
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Mayflower Financial Advisors, LLC
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VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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Treasurer of the State of North Carolina
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Martingale Asset Management L P
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United Capital Financial Advisers, Llc
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
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Alpine Woods Capital Investors, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Forte Capital Llc /adv
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Aspect Partners, LLC
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Public Sector Pension Investment Board
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Bokf, Na
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Allianz Asset Management GmbH
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Ccm Investment Advisers Llc
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L2 Asset Management, LLC
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
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Connor, Clark & Lunn Investment Management Ltd.
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ProShare Advisors LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
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SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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LVZ Advisors, Inc.
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Kingstone Capital Partners Texas, LLC
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IXC - iSHARES TRUST - iShares Global Energy ETF
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Bayforest Capital Ltd
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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MQS Management LLC
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Anfield Capital Management, LLC
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Nomura Asset Management Co Ltd
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Tocqueville Asset Management L.p.
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Evermay Wealth Management Llc
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Oppenheimer & Co Inc
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
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Asset Management One Co., Ltd.
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Squarepoint Ops LLC
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Worldquant Millennium Advisors Llc
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Creative Capital Management Investments LLC
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First Manhattan Co
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Axa S.a.
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Phoenix Holdings Ltd.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Semmax Financial Advisors Inc.
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UNIVEST FINANCIAL Corp
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
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O'shaughnessy Asset Management, Llc
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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