|
Silvia Mccoll Wealth Management, Llc
|
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|
Ransom Advisory, Ltd
|
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|
Apriem Advisors
|
|
|
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|
Altman Advisors, Inc.
|
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|
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
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|
|
Cadent Capital Advisors, LLC
|
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|
|
|
|
State of New Jersey Common Pension Fund D
|
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|
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|
|
MEMBERS Trust Co
|
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|
|
|
|
St. Clair Advisors, LLC
|
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|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
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|
Heritage Trust Co
|
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|
Pinnacle Holdings, LLC
|
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|
Gilbert & Cook, Inc.
|
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|
Regions Financial Corp
|
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|
Cetera Trust Company, N.A
|
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|
CAPROCK Group, Inc.
|
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|
|
DB Fitzpatrick & Co, Inc
|
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|
IFG Advisory, LLC
|
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|
|
Icon Wealth Advisors, LLC
|
|
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|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Lowe Brockenbrough & Co Inc
|
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|
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Tyche Wealth Partners LLC
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Resona Asset Management Co.,Ltd.
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|
SkyOak Wealth, LLC
|
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|
Well Done, LLC
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Perpetual Ltd
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
Icon Advisers Inc/co
|
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|
Wesbanco Bank Inc
|
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Money Concepts Capital Corp
|
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Silvercrest Asset Management Group Llc
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
Css Llc/il
|
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Drucker Wealth 3.0, LLC
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Financial Perspectives, Inc
|
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|
Minichmacgregor Wealth Management, Llc
|
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|
American Investment Services, Inc.
|
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|
Bell Investment Advisors, Inc
|
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Park Place Capital Corp
|
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|
SCS Capital Management LLC
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Bridgewater Advisors Inc.
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Sofos Investments, Inc.
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Buckingham Strategic Partners
|
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|
Summit Wealth Group Llc / Co
|
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|
Moss Adams Wealth Advisors LLC
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|
Skba Capital Management Llc
|
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|
Pettyjohn, Wood & White, Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
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|
Addison Advisors LLC
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Optimist Retirement Group LLC
|
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|
First Manhattan Co
|
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|
DT Investment Partners, LLC
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Chelsea Counsel Co
|
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|
|
Mml Investors Services, Llc
|
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|
MBA Advisors LLC
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Fca Corp /tx
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
|
Birmingham Capital Management Co Inc/al
|
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|
Perennial Advisors, LLC
|
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|
Parsifal Capital Management, LP
|
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|
Mizuho Securities Usa Llc
|
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|
Glen Eagle Advisors, LLC
|
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|
Hughes Financial Services, LLC
|
|
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|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
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|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Simplex Trading, Llc
|
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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|
Arkadios Wealth Advisors
|
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Onefund, Llc
|
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Premier Fund Managers Ltd
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Blue Bell Private Wealth Management, Llc
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Abbot Financial Management, Inc.
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Hubbell Strickland Wealth Management, LLC
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S.A. Mason LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
OMNI 360 Wealth, Inc.
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Fagan Associates, Inc.
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Verdence Capital Advisors LLC
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Diversify Wealth Management, Llc
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SG Americas Securities, LLC
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Axq Capital, Lp
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
Thompson Siegel & Walmsley Llc
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IVC Wealth Advisors LLC
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Cullen Capital Management, LLC
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Cetera Investment Advisers
|
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UNIVEST FINANCIAL Corp
|
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Houlihan Financial Resource Group, Ltd.
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Massachusetts Wealth Management
|
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RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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|
J. W. Coons Advisors, LLC
|
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Ameriprise Financial Inc
|
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Consultiva Wealth Management, Corp.
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InvesTrust
|
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Oppenheimer & Co Inc
|
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Heritage Investors Management Corp
|
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|
Willis Investment Counsel
|
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Parcion Private Wealth LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Cornerstone Wealth Management, LLC
|
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Tortoise Investment Management, LLC
|
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Hills Bank & Trust Co
|
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Rossmore Private Capital
|
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Transce3nd, LLC
|
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Nemes Rush Group LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Oak Harbor Wealth Partners, Llc
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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Lmcg Investments, Llc
|
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Brown Brothers Harriman & Co
|
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Bradley & Co. Private Wealth Management, LLC
|
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Bnp Paribas Arbitrage, Sa
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Revisor Wealth Management LLC
|
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Marcum Wealth, LLC
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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|
Brandywine Global Investment Management, LLC
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Principal Financial Group Inc
|
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|
Tacita Capital Inc
|
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Steel Peak Wealth Management LLC
|
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|
Hoey Investments, Inc
|
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TFG Advisers LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Silverlake Wealth Management Llc
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
HB Wealth Management, LLC
|
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|
Peoples Bank/KS
|
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Sierra Ocean, Llc
|
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Armistice Capital, Llc
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
Hikari Tsushin, Inc.
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Nomura Asset Management Co Ltd
|
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Tocqueville Asset Management L.p.
|
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Plimoth Trust Co Llc
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Windsor Capital Management, LLC
|
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|
Allegheny Financial Group LTD
|
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|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
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|
|
German American Bancorp, Inc.
|
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|
Diversify Advisory Services, LLC
|
|
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|
|
SRS Capital Advisors, Inc.
|
|
|
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|
Cypress Capital Management LLC (WY)
|
|
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|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
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|
|
Ensign Peak Advisors, Inc
|
|
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|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
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|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
Searle & Co.
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
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|
|
Wetherby Asset Management Inc
|
|
|
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|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Ade, Llc
|
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|
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|
|
Copia Wealth Management
|
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|
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|
Fmr Llc
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
|
Summit Global Investments
|
|
|
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|
|
Delta Accumulation, LLC
|
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|
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|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
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|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
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|
Sterling Investment Advisors, Ltd.
|
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|
Gabelli Equity Trust Inc
|
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|
CWA Asset Management Group, LLC
|
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|
Private Advisory Group LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
Mill Capital Management, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
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|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
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|
Woodline Partners LP
|
|
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|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
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|
Prudential Financial Inc
|
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|
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|
|
Ccm Investment Group, Llc
|
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|
|
Moser Wealth Advisors, LLC
|
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|
|
Affiance Financial, LLC
|
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|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
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|
|
Financial Network Wealth Management LLC
|
|
|
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|
|
Financial Advisory Service, Inc.
|
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|
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|
|
Janus Henderson Group Plc
|
|
|
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|
|
Nuveen, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
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|
|
Arlington Partners LLC
|
|
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|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
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Ntv Asset Management Llc
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
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|
Washington Trust Bank
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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|
Caisse De Depot Et Placement Du Quebec
|
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Advisors Asset Management, Inc.
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Peapack Gladstone Financial Corp
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ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class
|
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|
Tradition Wealth Management, LLC
|
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|
Bayforest Capital Ltd
|
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CI Private Wealth, LLC
|
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
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|
|
Hikari Power Ltd
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
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|
Farmers Trust Co
|
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|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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New England Capital Financial Advisors LLC
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Logan Capital Management Inc
|
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Spire Wealth Management
|
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Huntington National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
|
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|
Retirement Systems of Alabama
|
|
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|
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|
Rhumbline Advisers
|
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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Seven Springs Wealth Group, LLC
|
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Trust Co Of Virginia /va
|
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Newport Trust Co
|
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Capital Analysts, Inc.
|
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WFA of San Diego, LLC
|
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Delta Asset Management Llc/tn
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Alyeska Investment Group, L.P.
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Putney Financial Group LLC
|
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|
Operose Advisors LLC
|
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New Age Alpha Advisors, LLC
|
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Ridgewood Investments LLC
|
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Signal Advisors Wealth, LLC
|
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|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
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|
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|
Private Wealth Asset Management, LLC
|
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Moneta Group Investment Advisors Llc
|
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Levin Capital Strategies, L.p.
|
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Rothschild Capital Partners, LLC
|
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Comerica Bank
|
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Richard W. Paul & Associates, LLC
|
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Axxcess Wealth Management, Llc
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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Acropolis Investment Management, LLC
|
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Zevin Asset Management Llc
|
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Alhambra Investment Partners LLC
|
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Campion Asset Management LLC
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
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|
Bellwether Advisors, LLC
|
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|
Buttonwood Financial Advisors Inc.
|
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|
RiverFront Investment Group, LLC
|
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Aviance Capital Partners, LLC
|
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|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
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|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
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|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
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Kickstand Ventures, Llc.
|
|
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|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
|
Woodmont Investment Counsel Llc
|
|
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|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
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|
|
Lpwm Llc
|
|
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|
|
CIBC Asset Management Inc
|
|
|
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|
Essex Financial Services, Inc.
|
|
|
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
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|
|
Schroder Investment Management Group
|
|
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|
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|
Transamerica Financial Advisors, Inc.
|
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|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
|
|
Vista Investment Partners Llc
|
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|
|
|
Alpha Family Trust
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
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|
Private Wealth Management Group, LLC
|
|
|
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|
Richard C. Young & CO., LTD.
|
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|
Studio Investment Management Llc
|
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|
Charles Schwab Trust Co
|
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|
|
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|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Groupama Asset Managment
|
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|
Bowen Hanes & Co Inc
|
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|
Invesco Ltd.
|
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|
Lazard Asset Management Llc
|
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|
Shilanski & Associates, Inc.
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
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|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
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|
|
Level Four Advisory Services, Llc
|
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|
SageView Advisory Group, LLC
|
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|
Dogwood Wealth Management LLC
|
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|
Great Valley Advisor Group, Inc.
|
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|
|
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|
KKM Financial LLC
|
|
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
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|
Tillman Hartley LLC
|
|
|
|
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|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
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|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
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|
|
Clarion Wealth Managment Partners, LLC
|
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|
Capstone Investment Advisors, Llc
|
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|
Atlantic Trust, LLC
|
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|
Corundum Group, Inc.
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
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|
|
Boston Partners
|
|
|
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|
Westbourne Investments, Inc.
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Redwood Park Advisors LLC
|
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|
|
|
JustInvest LLC
|
|
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|
Canvas Wealth Advisors, LLC
|
|
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|
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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|
Captrust Financial Advisors
|
|
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|
Mercer Global Advisors Inc /adv
|
|
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|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Courier Capital Llc
|
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|
Great Lakes Advisors, Llc
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Balyasny Asset Management Llc
|
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|
Cahill Financial Advisors Inc
|
|
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|
Naples Global Advisors, Llc
|
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|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Ascent Group, LLC
|
|
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|
Matrix Private Capital Group Llc
|
|
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|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PRNT - Ark ETF Trust - The 3D Printing ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
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Plante Moran Financial Advisors, LLC
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Tidemark, LLC
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Anderson Hoagland & Co
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Kovack Advisors, Inc.
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SOUTH STATE Corp
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Gen-Wealth Partners Inc
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Cairn Investment Group, Inc.
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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Fisher Funds Management LTD
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Grove Bank & Trust
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Alta Advisers Ltd
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Quantitative Investment Management, LLC
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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Axa S.a.
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Westerkirk Capital Inc.
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Matrix Trust Co
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Soltis Investment Advisors LLC
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Wimmer Associates 1, Llc
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NewEdge Wealth, LLC
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Jacobi Capital Management LLC
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Interval Partners, LP
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
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Parr Mcknight Wealth Management Group, Llc
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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Beese Fulmer Investment Management, Inc.
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Nvwm, Llc
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Hedges Asset Management LLC
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JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
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Inspire Trust Co, N.a.
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Howard Capital Management Inc.
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Ameritas Investment Partners, Inc.
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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Hummer Financial Advisory Services Inc
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PFS Partners, LLC
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
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Prospect Financial Services LLC
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Pinnacle Bancorp, Inc.
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Freestone Grove Partners LP
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Diversified Enterprises, LLC
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Associated Banc-corp
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Qrg Capital Management, Inc.
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Graham Capital Management, L.P.
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James Reed Financial Services, Inc.
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Investment Management Corp of Ontario
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Inscription Capital, LLC
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United Capital Financial Advisers, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Los Angeles Capital Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Point72 Asset Management, L.P.
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Clear Street Markets Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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Eastern Bank
|
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Metis Global Partners, LLC
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Wolf Group Capital Advisors
|
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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Syon Capital Llc
|
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Prairie Wealth Advisors, Inc.
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Wahed Invest LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Running Point Capital Advisors, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Root Financial Partners, LLC
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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GFG Capital, LLC
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NCM Capital Management, LLC
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Clarity Financial LLC
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Advisory Services Network, LLC
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BayBridge Capital Group, LLC
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Capital Investment Advisory Services, LLC
|
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Independent Wealth Network Inc.
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Asahi Life Asset Management Co., Ltd.
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Comprehensive Financial Consultants Institutional, Inc.
|
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Parisi Gray Wealth Management
|
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Millstone Evans Group, LLC
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Kimelman & Baird, LLC
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Penobscot Investment Management Company, Inc.
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Hollencrest Capital Management
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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Jarislowsky, Fraser Ltd
|
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Coston, McIsaac & Partners
|
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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Sippican Capital Advisors
|
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|
Cranbrook Wealth Management, LLC
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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|
Okabena Investment Services Inc
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Robinson Value Management, Ltd.
|
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|
Texas Bank & Trust Co
|
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|
Investors Research Corp
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
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|
Cornerstone Planning Group LLC
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Sandy Spring Bank
|
|
|
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|
LS Investment Advisors, LLC
|
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|
Watts Gwilliam & Co., LLC
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Barr E S & Co
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Stephens Inc /ar/
|
|
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|
Aspiriant, Llc
|
|
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|
Webster Bank, N. A.
|
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
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|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
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|
VeraBank, N.A.
|
|
|
|
|
|
Canopy Partners, LLC
|
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|
|
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|
Xponance, Inc.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
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|
Prudential Plc
|
|
|
|
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|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
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Hunter Associates Investment Management Llc
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SBI Securities Co., Ltd.
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Ubs Asset Management Americas Inc
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Lokken Investment Group LLC
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Wealth Group, Ltd.
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Parkworth Wealth Management, Inc.
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Braun Stacey Associates Inc
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Credential Securities Inc.
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Monument Capital Management
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Ceredex Value Advisors LLC
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
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|
MASTERINVEST Kapitalanlage GmbH
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|
Burt Wealth Advisors
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|
Caisse Des Depots Et Consignations
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
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|
Allen Capital Group, LLC
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|
Laraway Financial Inc
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CHICAGO TRUST Co NA
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Camden Capital, LLC
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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|
GW&K Investment Management, LLC
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Brown Advisory Inc
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Perigon Wealth Management, LLC
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Sequoia Financial Advisors, LLC
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TD Capital Management LLC
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Biltmore Family Office, LLC
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Clark Asset Management, LLC
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Voya Investment Management Llc
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Virtus ETF Advisers LLC
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Ag2r La Mondiale Gestion D'actifs
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Dumont & Blake Investment Advisors Llc
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Benchmark Wealth Management, LLC
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Natixis Advisors, L.p.
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Accordant Advisory Group Inc
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Pflug Koory, LLC
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Bank of New Hampshire
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Radnor Capital Management, LLC
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RB Capital Management, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Erste Asset Management GmbH
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Armis Advisers, LLC
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Pinkerton Retirement Specialists, LLC
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MWA Asset Management
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Parthenon Llc
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North Capital, Inc.
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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Rooted Wealth Advisors, Inc.
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Holos Integrated Wealth LLC
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TCG Advisory Services, LLC
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M&G Plc
|
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Charter Trust Co
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Callahan Advisors, LLC
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HTG Investment Advisors, Inc.
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Waddell & Associates, Llc
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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Df Dent & Co Inc
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3Chopt Investment Partners, LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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|
Estabrook Capital Management
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HighTower Advisors, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Founders Financial Alliance, LLC
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Colonial Trust Advisors
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|
Hurlow Wealth Management Group, Inc.
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Neville Rodie & Shaw Inc
|
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|
Berkshire Bank
|
|
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|
Godshalk Welsh Capital Management, Inc.
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CoreCap Advisors, LLC
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PrairieView Partners, LLC
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|
Commonwealth Equity Services, Llc
|
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|
MAS Advisors LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Holderness Investments Co
|
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|
Guggenheim Capital Llc
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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V2 Financial group LLC
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
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|
Blackston Financial Advisory Group, LLC
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|
Renaissance Group Llc
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|
Ancora Advisors, LLC
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Trust Co Of Toledo Na /oh/
|
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|
Strategic Financial Concepts, LLC
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Prairiewood Capital, LLC
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|
Buffington Mohr McNeal
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
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|
BKM Wealth Management, LLC
|
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|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
D.a. Davidson & Co.
|
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|
Brueske Advisory Services, LLC
|
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|
Vision Financial Markets Llc
|
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|
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|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
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|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
|
|
Meyer Handelman Co
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
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|
|
Nixon Peabody Trust Co
|
|
|
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|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
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|
|
Bailard, Inc.
|
|
|
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|
Piscataqua Savings Bank
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
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|
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|
|
Carret Asset Management, Llc
|
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Key Client Fiduciary Advisors, LLC
|
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|
Nomura Holdings Inc
|
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|
|
Center for Financial Planning, Inc.
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Brookstone Capital Management
|
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Patten & Patten Inc/tn
|
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Lsv Asset Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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Bangor Savings Bank
|
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Canada Pension Plan Investment Board
|
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1620 Investment Advisors, Inc.
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CoreFirst Bank & Trust
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
Mediolanum International Funds Ltd
|
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Berger Financial Group, Inc
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Fractal Investments LLC
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Wealth Group Ltd
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Wsfs Capital Management, Llc
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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Western Wealth Management, LLC
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Modern Wealth Management, LLC
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Strengthening Families & Communities, LLC
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Allianzgi Equity & Convertible Income Fund
|
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Janney Capital Management LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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Cartenna Capital, LP
|
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Deutsche Bank Ag\
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Tarbox Family Office, Inc.
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Farther Finance Advisors, LLC
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Northern Financial Advisors Inc
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FLC Capital Advisors
|
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Financial Gravity Companies, Inc.
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Southland Equity Partners LLC
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Greenleaf Trust
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Colonial Trust Co / SC
|
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Cedar Mountain Advisors, LLC
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FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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Vident Advisory, LLC
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Ally Financial Inc.
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FIL Ltd
|
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BLI - Banque de Luxembourg Investments
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Transcend Wealth Collective, Llc
|
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Fidelis Capital Partners, LLC
|
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SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
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|
Northside Capital Management, LLC
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Morningstar Investment Management LLC
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Kozak & Associates, Inc.
|
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Capital Management Associates, Inc
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
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|
|
|
NWF Advisory Services Inc.
|
|
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|
|
Sterling Capital Management LLC
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
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|
|
Fiera Capital Corp
|
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|
Evolution Wealth Management Inc.
|
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Lakeside Advisors, INC.
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
Exchange Bank
|
|
|
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|
|
Archetype Wealth Partners
|
|
|
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|
Jamison Private Wealth Management, Inc.
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
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|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
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|
Cibc World Markets Corp
|
|
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|
|
Valmark Advisers, Inc.
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
Limestone Investment Advisors LP
|
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|
Wedmont Private Capital
|
|
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|
Clear Creek Financial Management, LLC
|
|
|
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|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
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|
|
First National Bank Of Omaha
|
|
|
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|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
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|
|
|
|
Loomis Sayles & Co L P
|
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|
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|
Independent Advisor Alliance
|
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|
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|
True North Advisors, LLC
|
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|
Franklin Resources Inc
|
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|
M&t Bank Corp
|
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Richardson Capital Management LLC
|
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|
Harbour Investments, Inc.
|
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|
Quantinno Capital Management LP
|
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|
Capital Investment Advisors, LLC
|
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|
RFG Advisory, LLC
|
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|
Financial Advisors Network, Inc.
|
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Enterprise Financial Services Corp
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Round Rock Advisors, LLC
|
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|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
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|
Holistic Planning, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
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|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
|
|
|
Flagship Wealth Advisors, Llc
|
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|
|
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|
Duncker Streett & Co Inc
|
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|
AdvisorNet Financial, Inc
|
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Evoke Wealth, Llc
|
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Camelot Portfolios, LLC
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
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|
Kiker Wealth Management, LLC
|
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|
Proffitt & Goodson Inc
|
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|
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Federated Hermes, Inc.
|
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JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
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|
Clark & Stuart, Inc
|
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|
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Ti-trust, Inc
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Terril Brothers, Inc.
|
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|
Diversified Trust Co
|
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|
Atria Wealth Solutions, Inc.
|
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Pavion Blue Capital, LLC
|
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UniSuper Management Pty Ltd
|
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Grassi Investment Management
|
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
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|
|
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|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
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|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
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|
Busey Wealth Management
|
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|
Holocene Advisors, LP
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
|
|
|
E Fund Management Co., Ltd.
|
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|
Gladstone Institutional Advisory LLC
|
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|
Luken Investment Analytics, LLC
|
|
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|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
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|
|
|
DLD Asset Management, LP
|
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|
NCP Inc.
|
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Forum Financial Management, LP
|
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Gries Financial Llc
|
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|
Keybank National Association/oh
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
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|
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|
JGP Wealth Management, LLC
|
|
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|
|
Douglas Lane & Associates, LLC
|
|
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|
NavPoint Financial, Inc.
|
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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|
Trilogy Capital Inc.
|
|
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|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
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|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
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|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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New Hampshire Trust
|
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Curat Global, LLC
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Auxier Asset Management
|
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AlphaStar Capital Management, LLC
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Personal Cfo Solutions, Llc
|
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TigerOak Management, L.L.C.
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Manning & Napier Advisors Llc
|
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|
Avantax Advisory Services, Inc.
|
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|
Probity Advisors, Inc.
|
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|
Compton Wealth Advisory Group, LLC
|
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|
Silverleafe Capital Partners, LLC
|
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|
StoneX Group Inc.
|
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
Bank of New York Mellon Corp
|
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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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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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|
Sovran Advisors, LLC
|
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Compass Financial Services Inc
|
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|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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|
Vermillion & White Wealth Management Group, LLC
|
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
HBK Sorce Advisory LLC
|
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|
Flynn Zito Capital Management, Llc
|
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Advisors Management Group Inc /adv
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Caitong International Asset Management Co., Ltd
|
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Mutual Advisors, LLC
|
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Northwestern Mutual Wealth Management Co
|
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Mackenzie Financial Corp
|
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MetLife Investment Management, LLC
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Jackson Square Capital, Llc
|
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Advisory Alpha, LLC
|
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Royal Fund Management, LLC
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Linden Thomas Advisory Services, LLC
|
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Chilton Capital Management Llc
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
SNS Financial Group, LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Thrivent Financial For Lutherans
|
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|
Park National Corp /oh/
|
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Ruggaard & Associates LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Oxbow Advisors, LLC
|
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Fort Point Capital Partners LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Armstrong Advisory Group, Inc
|
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McAdam, LLC
|
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|
Etesian Wealth Advisors, Inc.
|
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Argent Trust Co
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
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|
Dougherty Wealth Advisers LLC
|
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|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Mitchell Sinkler & Starr/pa
|
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Warren Averett Asset Management, LLC
|
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Millennium Management Llc
|
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Oversea-Chinese Banking CORP Ltd
|
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|
Hennessy Advisors Inc
|
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|
Andra AP-fonden
|
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Squarepoint Ops LLC
|
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|
Mutual Of America Capital Management Llc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
South Dakota Investment Council
|
|
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|
J.w. Cole Advisors, Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
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|
Evercore Wealth Management, LLC
|
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|
Kodai Capital Management LP
|
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|
Byrne Asset Management LLC
|
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|
Stone Run Capital, Llc
|
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|
Benjamin Edwards Inc
|
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|
Hourglass Capital, Llc
|
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|
HBW Advisory Services LLC
|
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|
|
|
Baldwin Brothers Inc/ma
|
|
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|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
|
|
|
Journey Strategic Wealth Llc
|
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|
|
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|
Alkeon Capital Management Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
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|
|
Chicago Capital, LLC
|
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|
Joel Isaacson & Co., LLC
|
|
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|
Commerce Bank
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
State Street Corp
|
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|
Conning Inc.
|
|
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|
Gabelli Funds Llc
|
|
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|
Signature Resources Capital Management, LLC
|
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|
Family Investment Center, Inc.
|
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|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Hill City Capital, LP
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
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|
|
|
Pettee Investors, Inc.
|
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|
Winthrop Capital Management, LLC
|
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|
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|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
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Neuberger Berman Group LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Integrated Advisors Network LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Gladwyn Financial Advisors, Inc.
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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VVMCX - VALIC Co I - Mid Cap Value Fund
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Dark Forest Capital Management Lp
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Lee Danner & Bass Inc
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Hartford Financial Management Inc.
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
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Rockland Trust Co
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ProShare Advisors LLC
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
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True Wealth Design, LLC
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Accredited Investors Inc.
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Peddock Capital Advisors, Llc
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Cyndeo Wealth Partners, LLC
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Mathes Company, Inc.
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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Inceptionr Llc
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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New Millennium Group LLC
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Alpha Omega Wealth Management LLC
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
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Bard Financial Services, Inc.
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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Kanawha Capital Management Llc
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Pingora Partners LLC
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Hoese & Co LLP
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Cape Cod Five Cents Savings Bank
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Birch Hill Investment Advisors LLC
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Coldstream Capital Management Inc
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MBOVX - M FUND INC - M Large Cap Value Fund
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New York Life Investment Management Llc
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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AE Wealth Management LLC
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
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Mv Capital Management, Inc.
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Koesten, Hirschmann & Crabtree, INC.
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Wilkinson Global Asset Management LLC
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National Asset Management, Inc.
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Stock Yards Bank & Trust Co
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Diker Management Llc
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Pitcairn Co
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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Stonebridge Capital Management Inc
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Riverview Trust Co
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V-Square Quantitative Management LLC
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N.E.W. Advisory Services LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Ritholtz Wealth Management
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Bleakley Financial Group, LLC
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Assetmark, Inc
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Cohen Capital Management, Inc.
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Trust Co of the South
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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NEOS Investment Management LLC
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Ballast Advisors Llc
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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Cornerstone Planning, LLC
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Squire Investment Management Company, LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Foundations Investment Advisors, LLC
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Guardian Wealth Advisors, LLC
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Aegis Wealth Management LLC
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Ogorek Anthony Joseph /ny/ /adv
|
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Wealthfront Advisers Llc
|
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Gateway Wealth Partners, LLC
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Fairfield Financial Advisors, LTD
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Heritage Wealth Architects, Inc.
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Avion Wealth
|
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Aperture Investors, LLC
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Integrated Investment Consultants, LLC
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Peak Asset Management, LLC
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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|
Alphadyne Asset Management, LLC
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Verum Partners LLC
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Great West Life Assurance Co /can/
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Park Avenue Securities Llc
|
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Evelyn Partners Investment Management LLP
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
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|
|
Cohen & Steers, Inc.
|
|
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|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
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|
|
One Capital Management, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
First American Trust, Fsb
|
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|
|
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|
Ckw Financial Group
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
Goldman Sachs Group Inc
|
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|
|
Sunbeam Capital Management, LLC
|
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|
Hager Investment Management Services, Llc
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
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|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
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|
Ing Groep Nv
|
|
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|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Newbrook Capital Advisors LP
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
