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Hayek Kallen Investment Management
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Triangle Securities Wealth Management
|
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Steward Partners Investment Advisory, Llc
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
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|
Family Legacy, Inc.
|
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DRW Securities, LLC
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Tritonpoint Wealth, Llc
|
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Factorial Partners, Llc
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Hudson Value Partners, LLC
|
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|
TD Capital Management LLC
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Bahl & Gaynor Inc
|
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Institutional Investment Strategy Fund
|
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JNBA Financial Advisors
|
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Baker Ellis Asset Management LLC
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Private Wealth Asset Management, LLC
|
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Nbc Securities, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Winnow Wealth Llc
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Signaturefd, Llc
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Primecap Management Co/ca/
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Richardson Financial Services Inc.
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Certified Advisory Corp
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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|
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|
Baker Chad R
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
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|
Schulhoff & Co Inc
|
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|
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|
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Junto Capital Management LP
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
|
City State Bank
|
|
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|
Salomon & Ludwin, LLC
|
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|
Horan Capital Advisors, LLC.
|
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|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
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|
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|
|
Ausbil Investment Management Ltd
|
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|
SS&H Financial Advisors, Inc.
|
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Delta Capital Management Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Kimelman & Baird, LLC
|
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|
Arkansas Financial Group, Inc.
|
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Amalgamated Bank
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Wela Strategies, Inc.
|
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Cibc World Markets Corp
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Cambridge Investment Research Advisors, Inc.
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
Umpqua Bank
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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|
|
Liberty Capital Management, Inc.
|
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Van Eck Associates Corp
|
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|
Advanced Asset Management Advisors Inc
|
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NorthRock Partners, LLC
|
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Chicago Partners Investment Group LLC
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
American Capital Advisory, LLC
|
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|
M. Kraus & Co
|
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Slocum, Gordon & Co LLP
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Scopus Asset Management, L.p.
|
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Brighton Jones Llc
|
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|
Strs Ohio
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
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|
|
|
MEMBERS Trust Co
|
|
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|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
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|
Woodline Partners LP
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
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|
|
Patten Group, Inc.
|
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|
Quantinno Capital Management LP
|
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|
WPG Advisers, LLC
|
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|
IFG Advisory, LLC
|
|
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|
MeadowBrook Investment Advisors LLC
|
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|
|
Willow Creek Wealth Management Inc.
|
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|
Park Edge Advisors, LLC
|
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|
|
American National Bank
|
|
|
|
|
|
Townsquare Capital Llc
|
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|
|
AlphaCore Capital LLC
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
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|
Oakmont Corp
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
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|
|
|
Probity Advisors, Inc.
|
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|
Great Lakes Advisors, Llc
|
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|
Citizens & Northern Corp
|
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|
London Co Of Virginia
|
|
|
|
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|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Taconic Capital Advisors LP
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
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Monarch Capital Management Inc/
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Regent Peak Wealth Advisors LLC
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Weatherly Asset Management L. P.
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Pine Harbor Wealth Management, LLC
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IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Prudential Financial Inc
|
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Cove Private Wealth, LLC
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Pinnacle Associates Ltd
|
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MBL Wealth, LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
EverSource Wealth Advisors, LLC
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Bell Investment Advisors, Inc
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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Raab & Moskowitz Asset Management LLC
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Swiss National Bank
|
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Motco
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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VGI Partners Ltd
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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Kmg Fiduciary Partners, Llc
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Lighthouse Investment Partners, LLC
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Foster Group, Inc.
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Two Sigma Securities, Llc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Aventail Capital Group, LP
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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Tompkins Financial Corp
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Fruth Investment Management
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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Prudential Plc
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Morse Asset Management, Inc
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Engineers Gate Manager LP
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GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Zacks Investment Management
|
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Beverly Hills Private Wealth, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Panagora Asset Management Inc
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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DnB Asset Management AS
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Oliver Lagore Vanvalin Investment Group
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Northwestern Mutual Investment Management Company, Llc
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Snowden Capital Advisors LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
Heritage Investors Management Corp
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Rsm Us Wealth Management Llc
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Mizuho Securities Usa Llc
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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Bellevue Asset Management, Llc
|
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Heartwood Wealth Advisors LLC
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Eagle Rock Investment Company, Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Hanson & Doremus Investment Management
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Meketa Investment Group Inc /adv
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Maryland Capital Advisors Inc.
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Harel Insurance Investments & Financial Services Ltd.
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Retirement Systems of Alabama
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Aberdeen Standard Global Infrastructure Income Fund
|
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TD Waterhouse Canada Inc.
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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New Mexico Educational Retirement Board
|
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Curio Wealth, Llc
|
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Covestor Ltd
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Gladstone Institutional Advisory LLC
|
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SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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Quadcap Wealth Management, LLC
|
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Boltwood Capital Management
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Yaupon Capital Management LP
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Evoke Wealth, Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
Pflug Koory, LLC
|
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|
Patten & Patten Inc/tn
|
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|
Community Bank, N.A.
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Philadelphia Trust Co
|
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|
Wealthspire Advisors, LLC
|
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|
Eqis Capital Management, Inc.
|
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|
Eq Wealth Advisors, Llc
|
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|
Retirement Planning Co of New England, Inc.
|
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|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
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|
|
Plancorp, LLC
|
|
|
|
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|
Camelot Portfolios, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
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|
Argyle Capital Management Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Corvex Management LP
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Mariner, LLC
|
|
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|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
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|
Planning Directions Inc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Baird Financial Group, Inc.
|
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|
Mutual Advisors, LLC
|
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|
Westpac Banking Corp
|
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Groupe la Francaise
|
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Roberts Glore & Co Inc /il/
|
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Jain Global LLC
|
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|
Colonial Trust Advisors
|
|
|
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|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
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|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
Amundi
|
|
|
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Private Management Group Inc
|
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Trustco Bank Corp N Y
|
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Acadian Asset Management Llc
|
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Sequoia Financial Advisors, LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
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|
Raiffeisen Bank International AG
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Firestone Capital Management
|
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Pioneer Wealth Management Group
|
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Tidemark, LLC
|
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Principal Financial Group Inc
|
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Thompson Investment Management, Inc.
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Twin Capital Management Inc
|
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North Star Investment Management Corp.
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
SOUTH STATE Corp
|
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Norinchukin Bank, The
|
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Retirement Wealth Solutions LLC
|
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Klingman & Associates, LLC
|
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|
Johnson Investment Counsel Inc
|
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Orion Capital Management LLC
|
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Transce3nd, LLC
|
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Brandywine Oak Private Wealth Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
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|
Investors Research Corp
|
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|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
Proficio Capital Partners LLC
|
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Everett Harris & Co /ca/
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Key FInancial Inc
|
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|
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Tower Research Capital LLC (TRC)
|
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Profunds - Profund Vp Large-cap Value
|
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Centennial Bank/AR/
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Horrell Capital Management, Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Hartland & Co., LLC
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
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|
Crews Bank & Trust
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
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|
Centricity Wealth Management, LLC
|
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Saybrook Capital /nc
|
|
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Home Federal Bank Of Tennessee
|
|
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|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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First Community Trust Na
|
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|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
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|
|
|
|
Spire Wealth Management
|
|
|
|
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|
HFM Investment Advisors, LLC
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
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|
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|
Wolverine Trading, Llc
|
|
|
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
|
|
Bank of New Hampshire
|
|
|
|
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|
Quadrant Capital Group Llc
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
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|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
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|
|
|
|
Nuveen, LLC
|
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|
Fiduciary Family Office, Llc
|
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|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
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|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
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|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Greystone Financial Group, LLC
|
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|
Westbourne Investment Advisors, Inc.
|
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Zhang Financial LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
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|
|
Twin Tree Management, LP
|
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|
|
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|
State of Alaska, Department of Revenue
|
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|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
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|
Flagship Wealth Advisors, Llc
|
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|
Argus Investors' Counsel, Inc.
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
|
GFG Capital, LLC
|
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|
|
Tenere Capital LLC
|
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|
Truvestments Capital Llc
|
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|
Westside Investment Management, Inc.
|
|
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
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Portland Global Advisors LLC
|
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|
BankPlus Trust Department
|
|
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|
D'Orazio & Associates, Inc.
|
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|
|
Fisher Funds Management LTD
|
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|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
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|
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|
|
KBC Group NV
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Axa S.a.
|
|
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|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Gleason Group, Inc.
|
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|
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|
Leavell Investment Management, Inc.
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
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Harold Davidson & Associates Inc.
|
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Mackenzie Financial Corp
|
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Stony Point Wealth Management Inc.
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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|
|
Empire Financial Management Company, LLC
|
|
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|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Ieq Capital, Llc
|
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St Germain D J Co Inc
|
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|
Canandaigua National Bank & Trust Co
|
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
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|
Peak6 Llc
|
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
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Hollencrest Capital Management
|
|
|
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
Moors & Cabot, Inc.
|
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Kovitz Investment Group Partners, LLC
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Bank Of Hawaii
|
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Principle Wealth Partners Llc
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Charter Trust Co
|
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National Bank Of Canada /fi/
|
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Blue Edge Capital, LLC
|
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Adviser Investments LLC
|
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Vermillion Wealth Management, Inc.
|
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Cambria Investment Management, L.P.
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
Cullen Investment Group, Ltd.
|
|
|
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Cache Advisors, LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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Gulf International Bank (UK) Ltd
|
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Heritage Trust Co
|
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Clean Yield Group
|
|
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
|
SageView Advisory Group, LLC
|
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Parvin Asset Management, LLC
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
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|
|
Bigelow Investment Advisors, LLC
|
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Partnership Wealth Management, LLC
|
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Moneta Group Investment Advisors Llc
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
J. Goldman & Co LP
|
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|
Cape Investment Advisory, Inc.
|
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|
Calamos Strategic Total Return Fund
|
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|
Avantax Advisory Services, Inc.
|
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Voya Investment Management Llc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
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|
Tradewinds Capital Management, LLC
|
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New Republic Capital, LLC
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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NorthCrest Asset Manangement, LLC
|
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South Street Advisors LLC
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Virtu Financial LLC
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
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|
Compass Ion Advisors, LLC
|
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Capital Investment Advisors, LLC
|
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|
Graham Capital Management, L.P.
|
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CTC Alternative Strategies, Ltd.
|
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|
Childress Capital Advisors, Llc
|
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Capital World Investors
|
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Sapient Capital Llc
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
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|
|
Profunds - Profund Vp Bull
|
|
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|
3Chopt Investment Partners, LLC
|
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|
Formidable Asset Management, LLC
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
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|
Waters Parkerson & Co., Llc
|
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|
NewEdge Wealth, LLC
|
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|
Radnor Capital Management, LLC
|
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|
Vident Advisory, LLC
|
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|
Texas Yale Capital Corp.
|
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|
Ubs Asset Management Americas Inc
|
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|
Live Oak Private Wealth LLC
|
|
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|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
Coston, McIsaac & Partners
|
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|
|
|
|
Cornerstone Wealth Management, LLC
|
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|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
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|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
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|
Inkwell Capital Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
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|
|
Dynasty Wealth Management, Llc
|
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|
Level Four Advisory Services, Llc
|
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|
Abn Amro Investment Solutions
|
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|
WT Wealth Management
|
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|
Woodward Diversified Capital, Llc
|
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|
Eastern Bank
|
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|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
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|
Avion Wealth
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
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|
|
|
Midwest Capital Advisors, LLC
|
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|
State Board Of Administration Of Florida Retirement System
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Silvercrest Asset Management Group Llc
|
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|
Trust Investment Advisors
|
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|
Keener Financial Planning LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Gen-Wealth Partners Inc
|
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|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Patton Albertson Miller Group, Llc
|
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Cornerstone Total Return Fund Inc
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
EFG Asset Management (Americas) Corp.
|
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|
Hills Bank & Trust Co
|
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BTC Capital Management, Inc.
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Hardin Capital Partners, LLC
|
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
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|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
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|
Victory Capital Management Inc
|
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|
CHICAGO TRUST Co NA
|
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|
Consultiva Wealth Management, Corp.
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
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|
Crossmark Global Holdings, Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
Successful Portfolios LLC
|
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Rothschild Investment Llc
|
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Palogic Value Management, L.P.
|
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Chapman Financial Group, Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
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|
MainStay CBRE Global Infrastructure Megatrends Fund
|
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|
Richwood Investment Advisors, LLC
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Aurora Private Wealth, Inc.
|
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|
Founders Grove Wealth Partners, Llc
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
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|
HighPoint Advisor Group LLC
|
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|
Korea Investment CORP
|
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|
Janney Capital Management LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Fox Hill Wealth Management
|
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|
David J Yvars Group
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
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|
Everhart Financial Group, Inc.
|
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|
Maryland State Retirement & Pension System
|
|
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Wescott Financial Advisory Group, LLC
|
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Gilliland Jeter Wealth Management LLC
|
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|
Clearbridge Investments, LLC
|
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|
Harbour Investment Management Llc
|
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Carson Advisory Inc.
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Tacita Capital Inc
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|
TFC Financial Management
|
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|
Roundview Capital LLC
|
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|
Burney Co/
|
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|
Armstrong Advisory Group, Inc
|
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|
BIP Wealth, LLC
|
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|
Busey Wealth Management
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
Cbre Clarion Securities Llc
|
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|
Miracle Mile Advisors, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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|
Verus Financial Partners, Inc.
|
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|
Broadleaf Partners, LLC
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
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|
|
Optas, LLC
|
|
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|
LexAurum Advisors, LLC
|
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|
|
Exchange Bank
|
|
|
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|
Main Street Research LLC
|
|
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|
Chesapeake Wealth Management
|
|
|
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|
|
Advisor OS, LLC
|
|
|
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|
|
Concord Wealth Partners
|
|
|
|
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|
Birch Hill Investment Advisors LLC
|
|
|
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|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
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|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
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Investment House Llc
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Davis Investment Partners, LLC
|
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|
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|
Independent Investors Inc
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|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Macquarie Group Ltd
|
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|
Barclays Plc
|
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|
Wealth Group, Ltd.
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|
Ensign Peak Advisors, Inc
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|
Coldstream Capital Management Inc
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|
Credit Agricole S A
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RMG Wealth Management LLC
|
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|
Peapack Gladstone Financial Corp
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
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|
Valley National Advisers Inc
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|
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|
Welch Group, LLC
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Athena Investment Management
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
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|
United Community Bank
|
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|
Erste Asset Management GmbH
|
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|
GM Advisory Group, Inc.
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|
Cadinha & Co Llc
|
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|
SCS Capital Management LLC
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
|
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|
Baxter Bros Inc
|
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|
|
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|
Pullen Investment Management, LLC
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
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|
West Family Investments, Inc.
|
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|
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|
Meeder Advisory Services, Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Prospera Financial Services Inc
|
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|
Brown Brothers Harriman & Co
|
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|
Burke & Herbert Bank & Trust Co
|
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North Star Asset Management Inc
|
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Boyd Watterson Asset Management Llc/oh
|
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|
Saxony Capital Management, LLC
|
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|
SevenBridge Financial Group, LLC
|
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|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
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|
Petix & Botte Co
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
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|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
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|
Ti-trust, Inc
|
|
|
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|
Smith, Salley & Associates
|
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|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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Flagship Harbor Advisors, Llc
|
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CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
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|
Financial Gravity Companies, Inc.
|
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Seacrest Wealth Management, Llc
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Saxon Interests, Inc.
|
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|
BlackRock, Inc.
|
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|
Meridian Wealth Management, LLC
|
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|
ORG Partners LLC
|
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|
Fifth Third Wealth Advisors LLC
|
|
|
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|
Traub Capital Management LLC
|
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|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
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|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
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|
Fortitude Family Office, LLC
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
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|
Tiaa Trust, National Association
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Creative Planning
|
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|
Kcm Investment Advisors Llc
|
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|
Sittner & Nelson, Llc
|
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|
Millennium Management Llc
|
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|
Lantern Wealth Advisors, LLC
|
|
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|
Gries Financial Llc
|
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|
Brown Advisory Inc
|
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|
Perpetual Ltd
|
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|
Vise Technologies, Inc.
|
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|
Axxcess Wealth Management, Llc
|
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|
Asset Management One Co., Ltd.
|
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|
|
Integrated Advisors Network LLC
|
|
|
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|
|
Orrstown Financial Services Inc
|
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|
|
Ignite Planners, LLC
|
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
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|
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|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
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|
Capital International Investors
|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
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|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
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AlphaStar Capital Management, LLC
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Everence Capital Management Inc
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American Money Management, LLC
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Courier Capital Llc
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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Magellan Asset Management Ltd
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|
Duff & Phelps Investment Management Co
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Walleye Capital LLC
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Wedgewood Investors Inc /pa/
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MUFG Securities EMEA plc
|
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Umb Bank N A/mo
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Premier Path Wealth Partners, LLC
|
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|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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|
Assetmark, Inc
|
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|
Hoxton Planning & Management, LLC
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Aptus Capital Advisors, LLC
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|
Ascent Group, LLC
|
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Inspirion Wealth Advisors, Llc
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
Credential Qtrade Securities Inc.
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|
Scotia Capital Inc.
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Hardy Reed LLC
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Wealthcare Advisory Partners LLC
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Hughes Financial Services, LLC
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Diversified Trust Co
|
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Principal Securities, Inc.
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Guggenheim Capital Llc
|
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Kanawha Capital Management Llc
|
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Louisiana State Employees Retirement System
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Ccm Investment Group, Llc
|
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Shepherd Financial Partners LLC
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Asset Planning Corporation
|
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|
Price T Rowe Associates Inc /md/
|
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Pinnacle Bancorp, Inc.
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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Raleigh Capital Management Inc.
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Barbara Oil Co.
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Dimensional Fund Advisors Lp
|
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Valmark Advisers, Inc.
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Jump Financial, LLC
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Voleon Capital Management Lp
|
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Trajan Wealth LLC
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Wealth Enhancement Advisory Services, Llc
|
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Dudley Capital Management, Llc
|
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Alerus Financial Na
|
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S&t Bank/pa
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Relyea Zuckerberg Hanson LLC
|
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
Sculptor Capital LP
|
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|
Gallo Partners, LP
|
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J. L. Bainbridge & Co., Inc.
|
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CWS Financial Advisors, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Rakuten Investment Management, Inc.
|
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|
Jamison Private Wealth Management, Inc.
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Sound Income Strategies, LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
Camden National Bank
|
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|
S.A. Mason LLC
|
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Southeast Asset Advisors Inc.
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Campbell Newman Asset Management Inc
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Carnegie Capital Asset Management, LLC
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Horizon Kinetics Asset Management Llc
|
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Pineridge Advisors LLC
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Whittier Trust Co
|
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DAVENPORT & Co LLC
|
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King Luther Capital Management Corp
|
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Mendel Money Management
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
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|
Sound View Wealth Advisors Group, LLC
|
|
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|
Spinnaker Trust
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
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|
TCG Advisory Services, LLC
|
|
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|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
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|
|
Ayrshire Capital Management LLC
|
|
|
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|
|
Garrett Wealth Advisory Group, LLC
|
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|
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|
|
Td Private Client Wealth Llc
|
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|
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|
|
Nisa Investment Advisors, Llc
|
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|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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|
Susquehanna International Group, Llp
|
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|
|
Keystone Financial Group, Inc.
|
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True Wealth Design, LLC
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
|
|
|
Lee Danner & Bass Inc
|
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|
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Mine & Arao Wealth Creation & Management, LLC.
|
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|
Constitution Capital LLC
|
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|
Bolthouse Investments, LLC
|
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|
State Of Michigan Retirement System
|
|
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|
Manchester Capital Management LLC
|
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|
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|
|
Graves-Light Private Wealth Management, Inc.
|
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|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Maven Securities LTD
|
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|
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|
Mairs & Power Inc
|
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|
Atria Investments Llc
|
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|
HighTower Advisors, LLC
|
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|
Manning & Napier Advisors Llc
|
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|
Advance Capital Management, Inc.
|
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|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Park Place Capital Corp
|
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|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
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|
|
J.w. Cole Advisors, Inc.
|
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|
Private Trust Co Na
|
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|
Vestor Capital, Llc
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
|
Simmons Bank
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
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|
E. Ohman J:or Asset Management AB
|
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|
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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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|
|
FORA Capital, LLC
|
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|
Grandview Asset Management LLC
|
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Old Point Trust & Financial Services N A
|
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|
VeraBank, N.A.
|
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|
Russell Investments Group, Ltd.
|
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Clear Street Markets Llc
|
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|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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|
Walker Asset Management, LLC
|
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|
Glenview Trust Co
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Mayfair Advisory Group, LLC
|
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|
Cohen & Steers, Inc.
|
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Abound Wealth Management
|
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|
Ethic Inc.
|
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Old National Bancorp /in/
|
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Wells Fargo & Company/mn
|
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Daymark Wealth Partners, Llc
|
|
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|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Allworth Financial LP
|
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|
|
Coastal Bridge Advisors, LLC
|
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|
SYM FINANCIAL Corp
|
|
|
|
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|
Andra AP-fonden
|
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|
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|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
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|
|
Trust Co Of Toledo Na /oh/
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
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|
Change Path, LLC
|
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|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
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|
Howard Financial Services, Ltd.
|
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|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
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|
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|
Ridgecrest Wealth Partners, Llc
|
|
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|
First United Bank Trust/
|
|
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|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Ritholtz Wealth Management
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Cullinan Associates Inc
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Financial Advisory Service, Inc.
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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Hsbc Holdings Plc
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Mutual Of America Capital Management Llc
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Doliver Advisors, Lp
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Meeder Asset Management Inc
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Pinnacle Wealth Planning Services, Inc.
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WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
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Dearborn Partners Llc
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UniSuper Management Pty Ltd
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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New York Life Investment Management Llc
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Founders Capital Management, Llc
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Cedar Mountain Advisors, LLC
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Hilltop Holdings Inc.
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Measured Wealth Private Client Group, LLC
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
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Obermeyer Wood Investment Counsel, Lllp
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Livforsakringsbolaget Skandia, Omsesidigt
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Congress Wealth Management LLC / DE /
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Mondrian Investment Partners LTD
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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VSTIX - VALIC Co I - Stock Index Fund
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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WealthPLAN Partners, LLC
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Massachusetts Financial Services Co /ma/
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Saturna Capital CORP
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NEOS Investment Management LLC
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Strategic Blueprint, LLC
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Forsta Ap-fonden
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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McKinley Carter Wealth Services, Inc.
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LongView Wealth Management
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Elser Financial Planning, Inc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Glen Eagle Advisors, LLC
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Howard Capital Management Group, LLC
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CHB Investment Group, LLC
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Glenmede Trust Co Na
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Texas Bank & Trust Co
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High Note Wealth, LLC
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Harbour Investments, Inc.
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First American Trust, Fsb
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Wellington Management Group Llp
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
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Rhumbline Advisers
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
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Robertson Stephens Wealth Management, LLC
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New York State Common Retirement Fund
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Loomis Sayles & Co L P
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O'Brien Wealth Partners LLC
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West Financial Advisors, LLC
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Fulton Breakefield Broenniman Llc
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Journey Advisory Group, LLC
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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Diversified Enterprises, LLC
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Glass Jacobson Investment Advisors llc
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Signal Advisors Wealth, LLC
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Mitchell Mcleod Pugh & Williams Inc
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Toth Financial Advisory Corp
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Df Dent & Co Inc
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Marble Harbor Investment Counsel, LLC
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Delta Asset Management Llc/tn
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Vestcor Inc
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Empowered Funds, LLC
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IMC-Chicago, LLC
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
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Kentucky Retirement Systems Insurance Trust Fund
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B&l Asset Management Llc
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Taylor Hoffman Capital Management LLC
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First National Trust Co
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
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MBOVX - M FUND INC - M Large Cap Value Fund
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Ag2r La Mondiale Gestion D'actifs
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Golden State Wealth Management, LLC
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Chicago Capital, LLC
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CSU Producer Resources, Inc.
|
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Centaurus Financial, Inc.
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Zullo Investment Group, Inc.
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