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Massmutual Trust Co Fsb/adv
|
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|
Cullen/frost Bankers, Inc.
|
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|
Teza Capital Management LLC
|
|
|
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
|
|
|
Huntington National Bank
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
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|
GHP Investment Advisors, Inc.
|
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|
Venture Visionary Partners LLC
|
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|
NEOS Investment Management LLC
|
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|
Waratah Capital Advisors Ltd.
|
|
|
|
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|
Golden State Wealth Management, LLC
|
|
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|
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|
Welch & Forbes Llc
|
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
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|
Logan Capital Management Inc
|
|
|
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|
Tlwm
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
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|
Transce3nd, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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|
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|
Erste Asset Management GmbH
|
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Kennedy Investment Group
|
|
|
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|
Haven Private, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
Simplex Trading, Llc
|
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CBIZ Investment Advisory Services, LLC
|
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Diversify Wealth Management, Llc
|
|
|
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|
Rosenberg Matthew Hamilton
|
|
|
|
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|
Callan Family Office, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Sit Investment Associates Inc
|
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|
Jacobs & Co/ca
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Canandaigua National Trust Co of Florida
|
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Bnp Paribas Arbitrage, Sa
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
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|
Ami Asset Management Corp
|
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|
Tacita Capital Inc
|
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|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
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|
|
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|
Carolina Wealth Advisors, LLC
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
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|
|
Intech Investment Management Llc
|
|
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|
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
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|
|
Aqr Capital Management Llc
|
|
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|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
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|
MAI Capital Management
|
|
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|
|
|
Abound Wealth Management
|
|
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|
Meeder Advisory Services, Inc.
|
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|
Zrc Wealth Management, Llc
|
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|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
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|
Grassi Investment Management
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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Gilbert & Cook, Inc.
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Siemens Fonds Invest GmbH
|
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Laraway Financial Inc
|
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Sierra Ocean, Llc
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Moody National Bank Trust Division
|
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49 Wealth Management, Llc
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Anchor Investment Management, LLC
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Newbridge Financial Services Group, Inc.
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Jpmorgan Chase & Co
|
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one8zero8, LLC
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Frank, Rimerman Advisors LLC
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Police & Firemen's Retirement System of New Jersey
|
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Xponance, Inc.
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FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
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Old Port Advisors
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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Northwestern Mutual Wealth Management Co
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Calamos Global Dynamic Income Fund
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Crossmark Global Holdings, Inc.
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Bridgewater Associates, LP
|
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Rehmann Capital Advisory Group
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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Horizon Investments, LLC
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Gibraltar Capital Management, Inc.
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Great Lakes Advisors, Llc
|
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CAPROCK Group, Inc.
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Portside Wealth Group, LLC
|
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Miller Investment Management, LP
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Visionary Wealth Advisors
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Summit Financial, LLC
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Truvestments Capital Llc
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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Dover Advisors, Llc
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Dark Forest Capital Management Lp
|
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Paladin Advisory Group, LLC
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Resources Management Corp /ct/ /adv
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Tokio Marine Asset Management Co Ltd
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Advantage Trust Co
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OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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Neumann Capital Management, LLC
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Birch Hill Investment Advisors LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Truist Financial Corp
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HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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Northern Trust Corp
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Ransom Advisory, Ltd
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Trust Investment Advisors
|
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ESL Trust Services, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Blue Zone Wealth Advisors, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
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Compass Wealth Management LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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Glenview Trust Co
|
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Scott Marsh Financial, LLC
|
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Game Plan Financial Advisors, LLC
|
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Trust Co Of Toledo Na /oh/
|
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Exchange Traded Concepts, Llc
|
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Brown, Lisle/cummings, Inc.
|
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Cerity Partners LLC
|
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Shelton Capital Management
|
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Bmc Fund Inc
|
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|
Rexford Capital Inc
|
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Hara Capital LLC
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Tiemann Investment Advisors, Llc
|
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United Community Bank
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
|
Hgk Asset Management Inc
|
|
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|
Waterway Wealth Management, LLC
|
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|
Global Trust Asset Management, LLC
|
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|
Abn Amro Investment Solutions
|
|
|
|
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|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Lakewood Capital Management, Lp
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
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|
Savoie Capital LLC
|
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|
Copley Financial Group, Inc.
|
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|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
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|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
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|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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|
Wellington Management Group Llp
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Creekmur Asset Management LLC
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Trust Co Of Vermont
|
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|
Simon Quick Advisors, Llc
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
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|
Cornerstone Strategic Value Fund Inc
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Blume Capital Management, Inc.
|
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Mbb Public Markets I Llc
|
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Capital Group Private Client Services, Inc.
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American National Bank
|
|
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Guggenheim Strategic Opportunities Fund
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Harel Insurance Investments & Financial Services Ltd.
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Pinnacle Financial Partners Inc
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GPS Wealth Strategies Group, LLC
|
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Apollon Wealth Management, LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Ashton Thomas Securities, Llc
|
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|
Raymond James Financial Inc
|
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|
V-Square Quantitative Management LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
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|
ICW Investment Advisors LLC
|
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Meeder Asset Management Inc
|
|
|
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|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
Pnc Financial Services Group, Inc.
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Maseco Llp
|
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Savoir Faire Capital Management, L.P.
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Pacer Advisors, Inc.
|
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Silvercrest Asset Management Group Llc
|
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Optimum Investment Advisors
|
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Gradient Investments LLC
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Shorepoint Capital Partners LLC
|
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WPG Advisers, LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
|
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Eastern Bank
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
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|
Pinnacle Associates Ltd
|
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|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Verition Fund Management LLC
|
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|
iA Global Asset Management Inc.
|
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Banque Pictet & Cie Sa
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
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|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
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|
Davis Capital Management
|
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|
Two Sigma Securities, Llc
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
|
Aspect Partners, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
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|
|
Kilter Group LLC
|
|
|
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|
|
Asset Dedication, LLC
|
|
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|
|
Tectonic Advisors Llc
|
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|
Landscape Capital Management, L.l.c.
|
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|
SWS Partners
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
First National Trust Co
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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|
New York Life Investment Management Llc
|
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Headlands Technologies LLC
|
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FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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United Capital Financial Advisers, Llc
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Rothschild Investment Llc
|
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MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
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|
Swiss National Bank
|
|
|
|
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|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
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|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
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|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
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Zions Bancorporation, National Association /ut/
|
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Nicholas Company, Inc.
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Peddock Capital Advisors, Llc
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BLI - Banque de Luxembourg Investments
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
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Occudo Quantitative Strategies Lp
|
|
|
|
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|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
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Private Advisor Group, LLC
|
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Assenagon Asset Management S.A.
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Centricity Wealth Management, LLC
|
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Mizuho Securities Usa Llc
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
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|
Howard Hughes Medical Institute
|
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Applied Finance Capital Management, LLC
|
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Beaumont Asset Management, L.L.C.
|
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BlackRock, Inc.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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North Star Investment Management Corp.
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Manufacturers Life Insurance Company, The
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Burney Co/
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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Cambiar Investors Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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Liberty Capital Management, Inc.
|
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Peapack Gladstone Financial Corp
|
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Eads & Heald Wealth Management
|
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|
Czech National Bank
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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Midwest Trust Co
|
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Norges Bank
|
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|
Point72 (DIFC) Ltd
|
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Private Wealth Management Group, 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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|
Van Eck Associates Corp
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Tower Bridge Advisors
|
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Man Group plc
|
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HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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Indiana Trust & Investment Management CO
|
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Penobscot Investment Management Company, Inc.
|
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Harbour Investments, Inc.
|
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Scotia Capital Inc.
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Mariner, LLC
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Westpac Banking Corp
|
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|
Johnson Investment Counsel Inc
|
|
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|
Richards, Merrill & Peterson, Inc.
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
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|
State Of Wisconsin Investment Board
|
|
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|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
Hook Mill Capital Partners, LP
|
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|
Kestra Advisory Services, LLC
|
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Regatta Capital Group, Llc
|
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|
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|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
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|
|
|
Perigon Wealth Management, LLC
|
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|
Clearbridge Investments, LLC
|
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|
Delta Global Management LP
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
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|
Barden Capital Management, Inc.
|
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|
Belpointe Asset Management LLC
|
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|
Merit Financial Group, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
Washington Trust Advisors, Inc.
|
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|
Natixis Advisors, L.p.
|
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|
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|
Pitcairn Co
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
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|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
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Richard Bernstein Advisors LLC
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
HHM Wealth Advisors, LLC
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|
Souders Financial Advisors
|
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|
Whittier Trust Co
|
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DRW Securities, LLC
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|
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
|
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|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
Retirement Systems of Alabama
|
|
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|
First Community Trust Na
|
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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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|
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|
Mercer Global Advisors Inc /adv
|
|
|
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|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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|
Guggenheim Capital Llc
|
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|
GeoWealth Management, LLC
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|
Fortress Private Ledger, Llc
|
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Fmr Llc
|
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|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
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|
Independent Advisor Alliance
|
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|
Umb Bank N A/mo
|
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Investment Management Corp of Ontario
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Cwm, Llc
|
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Congress Wealth Management LLC / DE /
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Spire Wealth Management
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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California Public Employees Retirement System
|
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|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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Nova Wealth Management, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
McIlrath & Eck, LLC
|
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CIBC Asset Management Inc
|
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Elevation Series Trust - The Opal Dividend Income ETF
|
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|
Webster Bank, N. A.
|
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|
|
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|
Jacobs Levy Equity Management, Inc
|
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|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
Keel Point, LLC
|
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|
D.a. Davidson & Co.
|
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Patton Albertson Miller Group, Llc
|
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Arnhold LLC
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
|
HighPoint Advisor Group LLC
|
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|
GAMMA Investing LLC
|
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
New Age Alpha Advisors, LLC
|
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Freemont Management S.A.
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Carnegie Capital Asset Management, LLC
|
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Smithfield Trust Co
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Jones Financial Companies Lllp
|
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Pin Oak Investment Advisors Inc
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Stephens Consulting, LLC
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Massachusetts Financial Services Co /ma/
|
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Pinnacle Bancorp, Inc.
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|
Berkshire Hathaway Inc
|
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|
Credential Qtrade Securities Inc.
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Capital International Sarl
|
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Vontobel Holding Ltd.
|
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S-Bank Fund Management Ltd
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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|
Legacy Financial Advisors, Inc.
|
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|
Coastline Trust Co
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Frazier Financial Advisors, LLC
|
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Sigma Planning Corp
|
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|
Covestor Ltd
|
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|
Addison Capital Co
|
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Spinnaker Trust
|
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Canada Post Corp Registered Pension Plan
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
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|
Mascoma Wealth Management LLC
|
|
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|
Atlas Capital Advisors Llc
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
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|
Hardy Reed LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
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|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
First Trust Advisors Lp
|
|
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|
|
Haverford Trust Co
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
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|
Noble Wealth Management PBC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
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|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
Rakuten Securities, Inc.
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Altrius Capital Management Inc
|
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|
Principal Securities, Inc.
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Eaton Vance Tax Advantaged Dividend Income Fund
|
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|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
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|
Iams Wealth Management, Llc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
Diamant Asset Management, Inc.
|
|
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
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|
Flaharty Asset Management, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Independence Bank of Kentucky
|
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|
Rafferty Asset Management, LLC
|
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N.E.W. Advisory Services LLC
|
|
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|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
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|
|
ICICI Prudential Asset Management Co Ltd
|
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|
Copperwynd Financial, LLC
|
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
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|
|
Cetera Investment Advisers
|
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|
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|
|
Hrt Financial Lp
|
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Traub Capital Management LLC
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Winton Capital Group Ltd
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Cary Street Partners Financial Llc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Holocene Advisors, LP
|
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|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
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|
Mizuho Securities Usa Llc
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
Warren Averett Asset Management, LLC
|
|
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|
Cibc World Markets Corp
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
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|
Allred Capital Management, LLC
|
|
|
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|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
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|
Boreal Capital Management LLC
|
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|
Northstar Asset Management Llc
|
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Shelter Mutual Insurance Co
|
|
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|
Fulton Bank, N.a.
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
|
|
|
Fisher Funds Management LTD
|
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|
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|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
USS Investment Management Ltd
|
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|
Morton Community Bank
|
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|
Gamco Investors, Inc. Et Al
|
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|
Charter Research & Investment Group, Inc.
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|
BancorpSouth Bank
|
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|
DLK Investment Management, LLC
|
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|
Evermay Wealth Management Llc
|
|
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|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
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|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
General Partner, Inc.
|
|
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|
Canandaigua National Bank & Trust Co
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Great Valley Advisor Group, Inc.
|
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|
Skopos Labs, Inc.
|
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Millennium Management Llc
|
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MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
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|
American Capital Advisory, LLC
|
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|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
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|
Acadian Asset Management Llc
|
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Strs Ohio
|
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|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
|
|
|
Cape Investment Advisory, Inc.
|
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|
Argent Trust Co
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
Metis Global Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
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|
Family Legacy Financial Solutions, LLC
|
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|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
Vanguard Group Inc
|
|
|
|
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|
Dohj, Llc
|
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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|
Oak Harvest Investment Services
|
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|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
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|
True Wealth Design, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
CVA Family Office, LLC
|
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|
Maryland State Retirement & Pension System
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Ballentine Partners, LLC
|
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|
New York State Teachers Retirement System
|
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|
Bayforest Capital Ltd
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
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|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
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|
Flagship Wealth Advisors, Llc
|
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Valley National Advisers Inc
|
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|
Spinnaker Investment Group, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Amalgamated Bank
|
|
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|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Dimensional Fund Advisors Lp
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Highline Wealth Partners Llc
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Ostrum Asset Management
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SBI Securities Co., Ltd.
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Wbi Investments, Inc.
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Longfellow Investment Management Co Llc
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Brown Brothers Harriman & Co
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Marshall Wace, Llp
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Aberdeen Wealth Management LLC
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Institutional Investment Strategy Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
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HBK Sorce Advisory LLC
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Capital Analysts, Inc.
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
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New Millennium Group LLC
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
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Legal & General Group Plc
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
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SG Americas Securities, LLC
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Ignite Planners, LLC
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WFA of San Diego, LLC
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Snowden Capital Advisors LLC
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Liberty All Star Equity Fund
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Triangle Securities Wealth Management
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Coerente Capital Management
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Colonial Trust Co / SC
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Parallel Advisors, LLC
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Citigroup Inc
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Cromwell Holdings LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Koa Wealth Management, LLC
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Shelter Ins Retirement Plan
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Blackrock Enhanced Equity Dividend Trust
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Atlantic Trust, LLC
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USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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JustInvest LLC
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
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Volterra Technologies LP
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Change Path, LLC
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Hurley Capital, LLC
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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Briaud Financial Planning, Inc
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Moors & Cabot, Inc.
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Chilton Capital Management Llc
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
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Private Capital Management, LLC
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
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Epoch Investment Partners, Inc.
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Studio Investment Management Llc
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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LMR Partners LLP
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VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
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Citizens Financial Group Inc/ri
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We Are One Seven, LLC
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JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Creegan & Nassoura Financial Group, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Addison Advisors LLC
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Accurate Wealth Management, LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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First Manhattan Co
|
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VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
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Rialto Wealth Management, LLC
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Kingswood Wealth Advisors, Llc
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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FSA Wealth Management LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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Murphy & Mullick Capital Management Corp
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Colonial Trust Advisors
|
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CORDA Investment Management, LLC.
|
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Atwood & Palmer Inc
|
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Ag2r La Mondiale Gestion D'actifs
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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HBW Advisory Services LLC
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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Cornerstone Total Return Fund Inc
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Essex Investment Management Co Llc
|
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Ofi Invest Asset Management
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
B&l Asset Management Llc
|
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Avantax Advisory Services, Inc.
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
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|
|
Onefund, Llc
|
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|
Invst, LLC
|
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TBH Global Asset Management, LLC
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
DAVENPORT & Co LLC
|
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|
Accredited Wealth Management, LLC
|
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
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|
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|
Centiva Capital, LP
|
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|
Hallmark Capital Management Inc
|
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|
City Holding Co
|
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|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
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|
|
Norden Group Llc
|
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|
IMA Wealth, Inc.
|
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|
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|
Pathstone Holdings, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
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Financial Network Wealth Advisors LLC
|
|
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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Fairscale Capital, LLC
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Granite FO LLC
|
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Chicago Partners Investment Group LLC
|
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|
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|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
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|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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