|
Rowland & Co Investment Counsel/adv
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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Raymond James Financial Inc
|
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Bradley Foster & Sargent Inc/ct
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Ledyard National Bank
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Atomi Financial Group, Inc.
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Mbb Public Markets I Llc
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Kestra Advisory Services, LLC
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
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Hrt Financial Lp
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Taylor Hoffman Capital Management LLC
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Rossby Financial, LCC
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Eastern Bank
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Osborne Partners Capital Management, Llc
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MidWestOne Financial Group, Inc.
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
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Pinnacle Financial Partners Inc
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RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Werlinich Asset Management, LLC
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Kennebec Savings Bank
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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Sawgrass Asset Management Llc
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Capital Group Private Client Services, Inc.
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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Envestnet Portfolio Solutions, Inc.
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Frisch Financial Group, Inc.
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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Summit Trail Advisors, Llc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Cary Street Partner Investment Advisory Llc
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Sumitomo Life Insurance Co
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Community Bank & Trust, Waco, Texas
|
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Cache Advisors, LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Pnc Financial Services Group, Inc.
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National Bank Of Canada /fi/
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Squarepoint Ops LLC
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Greenfield Savings Bank
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Advisor Group Holdings, Inc.
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BNP Paribas Asset Management Holding S.A.
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Teza Capital Management LLC
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Avantra Family Wealth, Inc.
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RB Capital Management, LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
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Glenmede Investment Management, LP
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Glen Eagle Advisors, LLC
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Signaturefd, Llc
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Farringdon Capital, Ltd.
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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Brass Tax Wealth Management, Inc
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Cobblestone Asset Management LLC
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Kingsview Wealth Management, LLC
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IFG Advisors, LLC
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Aberdeen Wealth Management LLC
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
|
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Prime Capital Investment Advisors, LLC
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Prudential Financial Inc
|
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Alpha Omega Wealth Management LLC
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Kendall Capital Management
|
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Alps Advisors Inc
|
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|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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Ameriflex Group, Inc.
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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First National Bank Sioux Falls
|
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West Branch Capital LLC
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Simon Quick Advisors, Llc
|
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Fortress Wealth Group, LLC
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Townsquare Capital Llc
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Farmers National Bank
|
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Sig Brokerage, Lp
|
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Mufg Securities Americas Inc.
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Securian Asset Management, Inc
|
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Walled Lake Planning & Wealth Management, Llc
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Versus Capital Infrastructure Income Fund
|
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Yaupon Capital Management LP
|
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Ostrum Asset Management
|
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KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Marion Wealth Management
|
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|
Painted Porch Advisors LLC
|
|
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|
D.a. Davidson & Co.
|
|
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|
Perritt Capital Management Inc
|
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|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Washington Capital Management Inc
|
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|
Westmount Partners, LLC
|
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|
Varma Mutual Pension Insurance Co
|
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Aviva Plc
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
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|
Alpine Bank Wealth Management
|
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|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
Great Valley Advisor Group, Inc.
|
|
|
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|
Broderick Brian C
|
|
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|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
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|
|
Scissortail Wealth Management, LLC
|
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|
Kozak & Associates, Inc.
|
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|
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|
Middleton & Co Inc/ma
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
|
Colony Group, LLC
|
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|
|
Norway Savings Bank
|
|
|
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|
Howland Capital Management Llc
|
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|
Innova Wealth Partners
|
|
|
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|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
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GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
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|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
Cohen Klingenstein LLC
|
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Vision Financial Markets Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
SG Americas Securities, LLC
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Premier Path Wealth Partners, LLC
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Maridea Wealth Management LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Meritas Wealth Management, LLC
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Generali Asset Management SPA SGR
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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XTX Topco Ltd
|
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Sfmg, Llc
|
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Rhumbline Advisers
|
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Secure Asset Management, LLC
|
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Successful Portfolios LLC
|
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Gryphon Financial Partners LLC
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GW&K Investment Management, LLC
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Congress Park Capital LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
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|
Scotia Capital Inc.
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
Curat Global, LLC
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McElhenny Sheffield Capital Management, LLC
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Zacks Investment Management
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
BlackRock, Inc.
|
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|
First National Trust Co
|
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Nissay Asset Management Corp /japan/ /adv
|
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Taconic Capital Advisors LP
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NewSquare Capital LLC
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Jpmorgan Chase & Co
|
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Wealth Group, Ltd.
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Fruth Investment Management
|
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Flagship Wealth Advisors, Llc
|
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Ethic Inc.
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Kinneret Advisory, LLC
|
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|
Latitude Advisors, LLC
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Lindbrook Capital, Llc
|
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Abn Amro Investment Solutions
|
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Hunter Perkins Capital Management, LLC
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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Silicon Valley Capital Partners
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Clear Harbor Asset Management, LLC
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
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|
M&t Bank Corp
|
|
|
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|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
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|
Rosenberg Matthew Hamilton
|
|
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|
Cornerstone Investment Partners, LLC
|
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|
McGlone Suttner Wealth Management, Inc.
|
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Natixis Advisors, L.p.
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
First Horizon Advisors, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
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|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Virtu Financial LLC
|
|
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|
|
Patrick M Sweeney & Associates, Inc
|
|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
IMC-Chicago, LLC
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
|
|
Hallmark Capital Management Inc
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
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|
|
GHP Investment Advisors, Inc.
|
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|
Southeast Asset Advisors Inc.
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
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|
Bleakley Financial Group, LLC
|
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|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
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|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
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|
|
Mascagni Wealth Management, Inc.
|
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|
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|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
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|
TrueWealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
USS Investment Management Ltd
|
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PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
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Delta Global Management LP
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Rinkey Investments
|
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|
RFG Advisory, LLC
|
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Tributary Capital Management, LLC
|
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Credit Industriel Et Commercial
|
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|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
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|
|
|
HCR Wealth Advisors
|
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|
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|
Redmond Asset Management, LLC
|
|
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Integrated Wealth Concepts LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
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|
Zions Bancorporation, National Association /ut/
|
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Partners Wealth Management, Llc
|
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
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|
Duncker Streett & Co Inc
|
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Appleton Partners Inc/ma
|
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JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
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|
|
Versant Capital Management, Inc
|
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Total Clarity Wealth Management, Inc.
|
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DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
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|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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Nilsine Partners, LLC
|
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Cwm, Llc
|
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Core Alternative Capital
|
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Empire Financial Management Company, LLC
|
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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High Note Wealth, LLC
|
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Pinnacle Bancorp, Inc.
|
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Cornerstone Total Return Fund Inc
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Schroder Investment Management Group
|
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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ICICI Prudential Asset Management Co Ltd
|
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Geneos Wealth Management Inc.
|
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BLB&B Advisors, LLC
|
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Cary Street Partners Financial Llc
|
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Freestone Grove Partners LP
|
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Hilltop National Bank
|
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Wealthcare Advisory Partners LLC
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Truvestments Capital Llc
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
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|
Novem Group
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Fifth Third Bancorp
|
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Sciencast Management LP
|
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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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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Nisa Investment Advisors, Llc
|
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Pavion Blue Capital, LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Citadel Advisors Llc
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Tocqueville Asset Management L.p.
|
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Bridgewealth Advisory Group, LLC
|
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Community Trust & Investment Co
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
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|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
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|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Factorial Partners, Llc
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Cornerstone Advisors, LLC
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
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|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
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|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
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|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
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|
|
|
CNB Bank
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
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|
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|
Clifford Swan Investment Counsel Llc
|
|
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|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
RDST Capital LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
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Nebula Research & Development LLC
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Allred Capital Management, LLC
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Institute for Wealth Management, LLC.
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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HFM Investment Advisors, LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Laurion Capital Management LP
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TBH Global Asset Management, LLC
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Sollinda Capital Management LLC
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Norges Bank
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Miller Howard Investments Inc /ny
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Covey Capital Advisors, LLC
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
Park Place Capital Corp
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Xponance, Inc.
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Acima Private Wealth, Llc
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Marathon Capital Management
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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REAP Financial Group, LLC
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Fayez Sarofim & Co
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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State of Alaska, Department of Revenue
|
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Courier Capital Llc
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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Marco Investment Management Llc
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Seacrest Wealth Management, Llc
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HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
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Everpar Advisors Llc
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Hartland & Co., LLC
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Gratus Wealth Advisors, LLC
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Cetera Investment Advisers
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Associated Banc-corp
|
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University Of Texas/texas Am Investment Managment Co
|
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Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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KBC Group NV
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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Marshall & Sterling Wealth Advisors Inc.
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Atlantic Edge Private Wealth Management, LLC
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Steward Partners Investment Advisory, Llc
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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Ubs Asset Management Americas Inc
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RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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Traphagen Investment Advisors Llc
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Spire Wealth Management
|
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Park National Corp /oh/
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Intech Investment Management Llc
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Bogart Wealth, LLC
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ExodusPoint Capital Management, LP
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Strategic Blueprint, LLC
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Papp L Roy & Associates
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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Change Path, LLC
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Fortis Group Advisors, LLC
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Bfsg, Llc
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Allworth Financial LP
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Markel Corp
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Tiaa Trust, National Association
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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Yukon Wealth Management, Inc.
|
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Partners Group Holding AG
|
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Provenance Wealth Advisors, LLC
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Toronto Dominion Bank
|
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MUFG Securities EMEA plc
|
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McKinley Carter Wealth Services, Inc.
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Brave Asset Management Inc
|
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Rare Infrastructure Ltd
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
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|
EverSource Wealth Advisors, LLC
|
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|
Bath Savings Trust Co
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
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|
Riggs Asset Managment Co. Inc.
|
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|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
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|
Acropolis Investment Management, LLC
|
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|
Mogy Joel R Investment Counsel Inc
|
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|
Alliancebernstein L.p.
|
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|
Tudor Investment Corp Et Al
|
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|
Hsbc Holdings Plc
|
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|
Qube Research & Technologies Ltd
|
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|
Mediolanum International Funds Ltd
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
Patton Albertson Miller Group, Llc
|
|
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|
SRS Capital Advisors, Inc.
|
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|
Optas, LLC
|
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|
Morgan Stanley
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
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|
Advisors Capital Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
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|
Prosperity Consulting Group, LLC
|
|
|
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|
|
Country Trust Bank
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
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|
Vanguard Group Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
|
|
Yoffe Investment Management, LLC
|
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|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
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|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
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|
Brookfield Asset Management Inc.
|
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|
Financial Council Asset Management Inc
|
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|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
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|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
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|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Corvex Management LP
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Paradoxiom Capital L.P.
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Kitching Partners, Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
|
Los Angeles Capital Management Llc
|
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|
Silver Oak Advisory Group, Inc.
|
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|
Buckhead Capital Management Llc
|
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Sandy Spring Bank
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
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|
Integrity Alliance, Llc.
|
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|
Great Lakes Advisors, Llc
|
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|
Red Wave Investments LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Proficio Capital Partners LLC
|
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|
Adirondack Trust Co
|
|
|
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|
Accredited Wealth Management, LLC
|
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|
WNY Asset Management, LLC
|
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|
Retirement Systems of Alabama
|
|
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|
Cubist Systematic Strategies, LLC
|
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Alpha Cubed Investments, LLC
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|
Cozad Asset Management Inc
|
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Versor Investments LP
|
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Wright Investors Service Inc
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
Mackenzie Financial Corp
|
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|
Avion Wealth
|
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|
Crossmark Global Holdings, Inc.
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Victory Capital Management Inc
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
Anchor Investment Management, LLC
|
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|
|
Bdf-gestion
|
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|
Tcw Group Inc
|
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Tower Research Capital LLC (TRC)
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
|
Empower Advisory Group, LLC
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
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|
Rational Advisors Llc
|
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|
Capital Investment Advisors, LLC
|
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|
TD Waterhouse Canada Inc.
|
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|
Orca Wealth Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
Ronald Blue Trust, Inc.
|
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DnB Asset Management AS
|
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Concord Asset Management, LLC/VA
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Korea Investment CORP
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Colonial Trust Co / SC
|
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|
Tufton Capital Management
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
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|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
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|
FIL Ltd
|
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|
Old National Bancorp /in/
|
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Pitcairn Co
|
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CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
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|
Shelton Wealth Management, Llc
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
Td Asset Management Inc
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
|
|
Alta Advisers Ltd
|
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|
Park Edge Advisors, LLC
|
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|
Princeton Global Asset Management LLC
|
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|
ARS Wealth Advisors Group, LLC
|
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|
Lsv Asset Management
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
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|
|
Magnetar Financial LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
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|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
Invesco, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
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|
Zrc Wealth Management, Llc
|
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|
|
Howard Capital Management Inc.
|
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|
|
Landing Point Financial Group, LLC
|
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|
|
Ascent Group, LLC
|
|
|
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|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
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|
|
Merit Financial Group, LLC
|
|
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|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
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|
|
Magnolia Capital Management Ltd
|
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|
|
Wellington Management Group Llp
|
|
|
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|
|
King Luther Capital Management Corp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cartenna Capital, LP
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
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|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
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|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
|
|
|
Bank Of America Corp /de/
|
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|
Choate Investment Advisors
|
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Arcadia Investment Management Corp/mi
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|
Trust Co Of Virginia /va
|
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|
Resona Asset Management Co.,Ltd.
|
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|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Renaissance Investment Group LLC
|
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|
One Capital Management, LLC
|
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Cornerstone Advisory, LLC
|
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Brevan Howard Capital Management LP
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Truist Financial Corp
|
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WFA Asset Management Corp
|
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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|
Fagan Associates, Inc.
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Brookfield Real Assets Income Fund Inc.
|
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|
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
Aspen Investment Management Inc
|
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Lakeridge Wealth Management LLC
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Pacer Advisors, Inc.
|
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Eisler Capital Management Ltd.
|
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Godsey & Gibb Associates
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
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|
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Wetherby Asset Management Inc
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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|
Mayflower Financial Advisors, LLC
|
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PineBridge Investments, L.P.
|
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Nemes Rush Group LLC
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Williams Jones Wealth Management, LLC.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
DHJJ Financial Advisors, Ltd.
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MetLife Investment Management, LLC
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Gilbert & Cook, Inc.
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GM Advisory Group, Inc.
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Gries Financial Llc
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
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|
Outlook Wealth Advisors, LLC
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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|
CWM Advisors, LLC
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Strategies Wealth Advisors, LLC
|
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Plante Moran Financial Advisors, LLC
|
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Forte Capital Llc /adv
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Angeles Wealth Management, Llc
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Rossmore Private Capital
|
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Garda Capital Partners Lp
|
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CHICAGO TRUST Co NA
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Stony Point Wealth Management Inc.
|
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Farmers & Merchants Investments Inc
|
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VELA Investment Management, LLC
|
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Atlanta Consulting Group Advisors, LLC
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
Blackhawk Capital Partners LLC.
|
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London Co Of Virginia
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
CoreFirst Bank & Trust
|
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|
Stratos Wealth Advisors, LLC
|
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|
Hartford Investment Management Co
|
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|
Burkett Financial Services, Llc
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
Optiver Holding B.V.
|
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|
|
|
Bank Of Hawaii
|
|
|
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|
|
Ables, Iannone, Moore & Associates, Inc.
|
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|
Guidance Capital, Inc
|
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|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Encompass Capital Advisors LLC
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
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Legacy Investment Solutions, LLC
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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|
LexAurum Advisors, LLC
|
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|
Goelzer Investment Management, Inc.
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
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|
SNS Financial Group, LLC
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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NEOS Investment Management LLC
|
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Chevy Chase Trust Holdings, Inc.
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Ameriprise Financial Inc
|
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|
Gotham Asset Management, LLC
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Ci Investments Inc.
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Studio Investment Management Llc
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Financial Advisory Service, Inc.
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Parvin Asset Management, LLC
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FSM Wealth Advisors, LLC
|
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DekaBank Deutsche Girozentrale
|
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Trust Co Of Toledo Na /oh/
|
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Nicolet Bankshares Inc
|
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Country Club Bank /gfn
|
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Old North State Trust, LLC
|
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Vista Investment Partners Ii, Llc
|
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Financial Management Professionals, Inc.
|
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OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
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|
Bruce G. Allen Investments, LLC
|
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Interval Partners, LP
|
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S&t Bank/pa
|
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Larson Financial Group LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
N.E.W. Advisory Services LLC
|
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Engineers Gate Manager LP
|
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Hohimer Wealth Management, Llc
|
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Ing Groep Nv
|
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Regions Financial Corp
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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|
Community Bank of Raymore
|
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Game Plan Financial Advisors, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Syverson Strege & Co
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
VSM Wealth Advisory, LLC
|
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Capital International Sarl
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Level Four Advisory Services, Llc
|
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Arete Wealth Advisors, LLC
|
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Profunds - Profund Vp Large-cap Value
|
|
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
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|
North Ridge Wealth Advisors, Inc.
|
|
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
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|
Peak6 Llc
|
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|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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|
|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Pallas Capital Advisors LLC
|
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Arvin Capital Management LP
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
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|
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|
Atlas Capital Advisors Llc
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
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|
Rialto Wealth Management, LLC
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
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|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Benin Management CORP
|
|
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|
|
Embree Financial Group
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Personal Cfo Solutions, Llc
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Atria Wealth Solutions, Inc.
|
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Atlantic Private Wealth, LLC
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
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Joel Isaacson & Co., LLC
|
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Metis Global Partners, LLC
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Point72 Asset Management, L.P.
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Kestra Investment Management, LLC
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
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|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
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|
Sapient Capital Llc
|
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|
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|
Moneywise, Inc.
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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Nomura Holdings Inc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Kahn Brothers Group Inc /de/
|
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Auxier Asset Management
|
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Quest 10 Wealth Builders, Inc.
|
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Armstrong Advisory Group, Inc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Calamos Strategic Total Return Fund
|
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Cambridge Investment Research Advisors, Inc.
|
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UMA Financial Services, Inc.
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Newbridge Financial Services Group, Inc.
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Swedbank AB
|
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Wiley Bros.-aintree Capital, Llc
|
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Spdr S&p 500 Etf Trust
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
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J. Goldman & Co LP
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Advisory Services Network, LLC
|
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Augustine Asset Management Inc
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First Citizens Bank & Trust Co
|
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Accurate Wealth Management, LLC
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Butensky & Cohen Financial Security, Inc
|
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Pineridge Advisors LLC
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Citigroup Inc
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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Exchange Traded Concepts, Llc
|
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Diversified Trust Co
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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Signet Financial Management, Llc
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Welch & Forbes Llc
|
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Empirical Finance, LLC
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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Chapman Financial Group, Llc
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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Sentry Investment Management Llc
|
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Gsa Capital Partners Llp
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Berkshire Asset Management Llc/pa
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
Chelsea Counsel Co
|
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|
Voya Investment Management Llc
|
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Monetary Management Group Inc
|
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|
Aspect Partners, LLC
|
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Rede Wealth, LLC
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
Graypoint LLC
|
|
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|
UniSuper Management Pty Ltd
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
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|
Chapin Davis, Inc.
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
Cheviot Value Management, LLC
|
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|
Riverwater Partners LLC
|
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|
Bedel Financial Consulting, Inc.
|
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|
Scott Marsh Financial, LLC
|
|
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|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
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|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Acute Investment Advisory, Llc
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
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|
Diversify Advisory Services, LLC
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
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|
Revolve Wealth Partners, LLC
|
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|
Dynamic Advisor Solutions LLC
|
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|
Lowe Brockenbrough & Co Inc
|
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First Trust Advisors Lp
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
Horan Securities, Inc.
|
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|
Public Sector Pension Investment Board
|
|
|
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|
Cercano Management LLC
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
SummitTX Capital, L.P.
|
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|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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|
Borer Denton & Associates, Inc.
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|
Sage Mountain Advisors LLC
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Tyche Wealth Partners LLC
|
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|
Austin Private Wealth, LLC
|
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|
Financial Gravity Companies, Inc.
|
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|
EP Wealth Advisors, Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Avantax Advisory Services, Inc.
|
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Sanchez Wealth Management Group
|
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SBI Securities Co., Ltd.
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Reliant Investment Partners, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Fiduciary Group LLC
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
Key Client Fiduciary Advisors, LLC
|
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CWA Asset Management Group, LLC
|
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Ccm Investment Group, Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Brooks, Moore & Associates, Inc.
|
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Guggenheim Capital Llc
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Highland Capital Management, Llc
|
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Cornerstone Wealth Management, LLC
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Providence Capital Advisors, LLC
|
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Yousif Capital Management, Llc
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Clean Yield Group
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
J.w. Cole Advisors, Inc.
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Silvercrest Asset Management Group Llc
|
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Crestwood Advisors Group LLC
|
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|
True Wealth Design, LLC
|
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|
Virtue Capital Management, LLC
|
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|
Traynor Capital Management, Inc.
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Meridian Wealth Management, LLC
|
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ProShare Advisors LLC
|
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|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
Twin Tree Management, LP
|
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|
Hughes Financial Services, LLC
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
Van Eck Associates Corp
|
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|
Pathstone Holdings, LLC
|
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|
Evelyn Partners Asset Management Ltd
|
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|
State of New Jersey Common Pension Fund D
|
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
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|
|
Equitable Trust Co
|
|
|
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|
|
Summit Financial, LLC
|
|
|
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|
Viking Global Investors Lp
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
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|
|
Cornercap Investment Counsel Inc
|
|
|
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|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
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|
|
Mill Creek Capital Advisors, LLC
|
|
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|
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|
Allianz Se
|
|
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Bornite Capital Management LP
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
|
Brookstone Capital Management
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Alpha Family Trust
|
|
|
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|
Cidel Asset Management Inc
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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Argentarii, LLC
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Belpointe Asset Management LLC
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Mayfair Advisory Group, LLC
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
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Stifel Financial Corp
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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Credential Qtrade Securities Inc.
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Nuveen Multi-Asset Income Fund
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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Financial Advisors, LLC
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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Mine & Arao Wealth Creation & Management, LLC.
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B&l Asset Management Llc
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Safeguard Investment Advisory Group, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
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Profunds - Profund Vp Ultrabull
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Sequoia Financial Advisors, LLC
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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Armstrong, Fleming & Moore, Inc
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
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FUKOKU MUTUAL LIFE INSURANCE Co
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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Daiwa Securities Group Inc.
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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APG Asset Management N.V.
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Caisse De Depot Et Placement Du Quebec
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
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Fidelis Capital Partners, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Nova Wealth Management, Inc.
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Graves-Light Private Wealth Management, Inc.
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Evermay Wealth Management Llc
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Aster Capital Management (DIFC) Ltd
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
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Smithfield Trust Co
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Bristlecone Advisors, LLC
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Mutual Of America Capital Management Llc
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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Money Concepts Capital Corp
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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Savant Capital, LLC
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Atlantic Trust, LLC
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Captrust Financial Advisors
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
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NorthRock Partners, LLC
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Caption Management, LLC
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Kelly Lawrence W & Associates Inc/ca
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Applied Finance Capital Management, LLC
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Primecap Management Co/ca/
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Edgemoor Investment Advisors, Inc.
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Fieldview Capital Management, LLC
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Wealthfront Advisers Llc
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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IFS Advisors, LLC
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Richardson Financial Services Inc.
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Ensign Peak Advisors, Inc
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Walleye Trading LLC
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
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ORG Partners LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Norinchukin Bank, The
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Utah Retirement Systems
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Douglass Winthrop Advisors, LLC
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Sepio Capital, LP
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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Stonegate Investment Group, LLC
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Cobblestone Capital Advisors Llc /ny/
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VCULX - VALIC Co I - Growth Fund
|
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Profunds - Profund Vp Ultranasdaq-100
|
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Quadrant Capital Group Llc
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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Busey Wealth Management
|
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Bangor Savings Bank
|
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TCG Advisory Services, LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Oppenheimer Asset Management Inc.
|
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|
Cullen/frost Bankers, Inc.
|
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Addison Advisors LLC
|
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Vestcor Inc
|
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Nexus Investment Management ULC
|
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Aull & Monroe Investment Management Corp
|
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|
CIBC Asset Management Inc
|
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|
Sit Investment Associates Inc
|
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|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Gleason Group, Inc.
|
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|
Charles Schwab Trust Co
|
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|
|
Elo Mutual Pension Insurance Co
|
|
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|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
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|
Two Sigma Investments, Lp
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
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|
|
Atlantic Union Bankshares Corp
|
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|
Gf Fund Management Co. Ltd.
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
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|
|
Dupree Financial Group, LLC
|
|
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|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
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|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
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|
|
Centerpoint Advisors, LLC
|
|
|
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|
|
Sonora Investment Management Group, LLC
|
|
|
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|
|
Inspire Advisors, LLC
|
|
|
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|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Financial Perspectives, Inc
|
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|
