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Ridgewood Investments LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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|
|
|
|
Davy Global Fund Management Ltd
|
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|
Capital Investment Advisory Services, LLC
|
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Blue Bell Private Wealth Management, Llc
|
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Covestor Ltd
|
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Rockline Wealth Management, LLC
|
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Exchange Traded Concepts, Llc
|
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Wealth Preservation Advisors, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
FRG Family Wealth Advisors LLC
|
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|
Apexium Financial, Lp
|
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O'Brien Greene & Co. Inc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Tocqueville Asset Management L.p.
|
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Badgley Phelps Wealth Managers, LLC
|
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Pacer Advisors, Inc.
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
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|
LVW Advisors, LLC
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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Meiji Yasuda Asset Management Co Ltd.
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Jump Financial, LLC
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Armstrong Advisory Group, Inc
|
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Wiley Bros.-aintree Capital, Llc
|
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Ing Groep Nv
|
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Key FInancial Inc
|
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Cresset Asset Management, LLC
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Paragon Private Wealth Management, LLC
|
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Everett Harris & Co /ca/
|
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New Mexico Educational Retirement Board
|
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Czech National Bank
|
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Fortitude Family Office, LLC
|
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Legacy Private Trust Co.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Vident Advisory, LLC
|
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Moody Lynn & Lieberson, Llc
|
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Walleye Capital LLC
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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Group One Trading, L.p.
|
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Mizuho Securities Usa Llc
|
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Edge Financial Advisors 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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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Arvest Bank Trust Division
|
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Connor, Clark & Lunn Investment Management Ltd.
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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New England Asset Management Inc
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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Mariner Investment Group Llc
|
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Bank Of Montreal /can/
|
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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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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Ofi Invest Asset Management
|
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Vise Technologies, Inc.
|
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Heritage Wealth Management, Inc.
|
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Arete Wealth Advisors, LLC
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Consolidated Planning Corp
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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Mutual Advisors, LLC
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Marcum Wealth, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
KBC Group NV
|
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|
Virginia Retirement Systems Et Al
|
|
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|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
We Are One Seven, LLC
|
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|
Voleon Capital Management Lp
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Seacrest Wealth Management, Llc
|
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|
MTM Investment Management, LLC
|
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|
Hanson & Doremus Investment Management
|
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Cutler Investment Counsel Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
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|
Mercer Global Advisors Inc /adv
|
|
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|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
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|
|
Franklin Resources Inc
|
|
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|
|
Headlands Technologies LLC
|
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|
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|
|
Indiana Trust & Investment Management CO
|
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
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|
|
Reaves W H & Co Inc
|
|
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
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|
|
GAMMA Investing LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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Jones Financial Companies Lllp
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Gitterman Wealth Management, LLC
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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|
Orion Portfolio Solutions, LLC
|
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|
D.B. Root & Company, LLC
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Center For Asset Management LLC
|
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|
AMF Pensionsforsakring AB
|
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Gts Securities Llc
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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|
|
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|
Sound Income Strategies, LLC
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Gulf International Bank (UK) Ltd
|
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Richard Bernstein Advisors LLC
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Ledyard National Bank
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Alteri Wealth LLC
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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Sowell Financial Services LLC
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Citizens Financial Group Inc/ri
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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Trexquant Investment LP
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Susquehanna International Group, Llp
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Callan Capital, LLC
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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Brookstone Capital Management
|
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Empower Advisory Group, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Panagora Asset Management Inc
|
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Massmutual Trust Co Fsb/adv
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Forte Capital Llc /adv
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Gf Fund Management Co. Ltd.
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Schroder Investment Management Group
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Capital Advisors, Ltd. LLC
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Blair William & Co/il
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Courier Capital Llc
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TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
Oxford Financial Group Ltd
|
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Foster & Motley Inc
|
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Hager Investment Management Services, Llc
|
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Profunds - Profund Vp Large-cap Growth
|
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Wealth Alliance Advisory Group, LLC
|
|
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|
Buckingham Strategic Partners
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
OnyxPoint Global Management LP
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
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|
Fortis Group Advisors, LLC
|
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|
Clark Capital Management Group, Inc.
|
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Lido Advisors, LLC
|
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|
HighTower Advisors, LLC
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Sara-Bay Financial
|
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|
First Hawaiian Bank
|
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|
Putnam Fl Investment Management Co
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
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|
|
|
Principal Financial Group Inc
|
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
ATLAS Infrastructure Partners (UK) Ltd.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Tudor Investment Corp Et Al
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Quadrant Capital Group Llc
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Boothbay Fund Management, Llc
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Advisors Capital Management, LLC
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Ameriprise Financial Inc
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My Legacy Advisors, LLC
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
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Bogart Wealth, LLC
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
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California State Teachers Retirement System
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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Kimelman & Baird, LLC
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Howard Wealth Management, Llc
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Farther Finance Advisors, LLC
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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Simplicity Wealth,LLC
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Commerce Bank
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Cohen & Steers Infrastructure Fund Inc
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Mowery & Schoenfeld Wealth Management, LLC
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Man Group plc
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NOIEX - Northern Funds - Northern Income Equity Fund
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Hussman Strategic Advisors, Inc.
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Capital City Trust Co/fl
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Manchester Capital Management LLC
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Foundations Investment Advisors, LLC
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Caption Management, LLC
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Great West Life Assurance Co /can/
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Pensionfund Sabic
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Checchi Capital Advisers, LLC
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Great Valley Advisor Group, Inc.
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
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Intech Investment Management Llc
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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Argyle Capital Management Inc.
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Bank Of America Corp /de/
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Cinctive Capital Management LP
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Benjamin Edwards Inc
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SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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|
Oppenheimer & Co Inc
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Hartland & Co., LLC
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Greenland Capital Management LP
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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Perigon Wealth Management, LLC
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
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Generali Asset Management SPA SGR
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Illinois Municipal Retirement Fund
|
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Sterling Capital Management LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
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Sovereign Financial Group, Inc.
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Bartlett & Co. Wealth Management Llc
|
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Prudent Man Investment Management, Inc.
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Ilmarinen Mutual Pension Insurance Co
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Atomi Financial Group, Inc.
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Catalyst Funds Management Pty Ltd
|
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Nikulski Financial, Inc.
|
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Mn Services Vermogensbeheer B.V.
|
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Reaves Utility Income Fund
|
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Greenleaf Trust
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
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|
Renaissance Technologies Llc
|
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ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
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|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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Amalgamated Bank
|
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Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Engineers Gate Manager LP
|
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Mufg Securities Americas Inc.
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
SJS Investment Consulting Inc.
|
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Applied Finance Capital Management, LLC
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Spectrum Wealth Advisory Group, LLC
|
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|
Hemington Wealth Management
|
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|
Swiss National Bank
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
WPG Advisers, LLC
|
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|
CX Institutional
|
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|
Blueshift Asset Management, LLC
|
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|
Apollon Wealth Management, LLC
|
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|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
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|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
|
|
Bollard Group LLC
|
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|
|
Kayne Anderson Capital Advisors Lp
|
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|
Hm Payson & Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
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|
Ensign Peak Advisors, Inc
|
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|
Cornerstone Advisors, LLC
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Grove Bank & Trust
|
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|
Warren Averett Asset Management, LLC
|
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|
Zacks Investment Management
|
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|
Chemistry Wealth Management LLC
|
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|
Citadel Advisors Llc
|
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|
Wealth Management Associates, Inc.
|
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|
Liberty Wealth Management Llc
|
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|
Innova Wealth Partners
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
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|
Belpointe Asset Management LLC
|
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|
Mv Capital Management, Inc.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
BKD Wealth Advisors, LLC
|
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|
Neville Rodie & Shaw Inc
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
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|
Integrated Advisors Network LLC
|
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|
Operose Advisors LLC
|
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Accurate Wealth Management, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Key Client Fiduciary Advisors, LLC
|
|
|
|
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|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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|
Sig Brokerage, Lp
|
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Los Angeles Capital Management Llc
|
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|
Prudential Financial Inc
|
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Emerald Investment Partners, Llc
|
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Perpetual Ltd
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
Brevan Howard Capital Management LP
|
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|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
IVC Wealth Advisors LLC
|
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|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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|
MetLife Investment Management, LLC
|
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|
Webster Bank, N. A.
|
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Personal Cfo Solutions, Llc
|
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Cary Street Partners Financial Llc
|
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La Banque Postale Asset Management SA
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
Capital Research Global Investors
|
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EverSource Wealth Advisors, LLC
|
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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|
Berkley W R Corp
|
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Gilliland Jeter Wealth Management LLC
|
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Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
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|
Mackenzie Financial Corp
|
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|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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|
Wealthcare Advisory Partners LLC
|
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|
Empirical Finance, LLC
|
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|
Baker Avenue Asset Management, LP
|
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CoreCap Advisors, LLC
|
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Invesco, Llc
|
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Raab & Moskowitz Asset Management LLC
|
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UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
M&G Plc
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Segall Bryant & Hamill, Llc
|
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RiverFront Investment Group, LLC
|
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|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
Ronald Blue Trust, Inc.
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
|
Asset Management Group, Inc.
|
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|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
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|
|
Ibex Wealth Advisors
|
|
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|
|
|
Swedbank AB
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
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|
|
Coldstream Capital Management Inc
|
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|
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|
|
Alta Advisers Ltd
|
|
|
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|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
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|
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|
Ameriflex Group, Inc.
|
|
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
|
|
|
Financial Connections Group, Inc.
|
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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BancorpSouth Bank
|
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Quaero Capital S.A.
|
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Macquarie Group Ltd
|
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|
Sandy Spring Bank
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
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|
Whipplewood Advisors, LLC
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
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|
Longboard Asset Management, LP
|
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Rnc Capital Management Llc
|
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|
Spirit Of America Management Corp/ny
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
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|
VisionPoint Advisory Group, LLC
|
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|
|
American Century Companies Inc
|
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|
McIlrath & Eck, LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
|
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|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
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|
|
Edge Wealth Management LLC
|
|
|
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|
|
Smartleaf Asset Management LLC
|
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|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
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|
Retirement Systems of Alabama
|
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|
Archer Investment Corp
|
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|
BlackRock, Inc.
|
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|
Two Sigma Advisers, Lp
|
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|
Whittier Trust Co Of Nevada Inc
|
|
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|
|
Bank & Trust Co
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
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|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
Pensionmark Financial Group, Llc
|
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|
Conning Inc.
|
|
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|
Rothschild Investment Llc
|
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|
Highline Wealth Partners Llc
|
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|
Riverview Trust Co
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Gallo Partners, LP
|
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|
|
Evergreen Capital Management Llc
|
|
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|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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Palumbo Wealth Management LLC
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Jeppson Wealth Management, Llc
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Price T Rowe Associates Inc /md/
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Ascent Group, LLC
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First Command Advisory Services, Inc.
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
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Sentry Investment Management Llc
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Trust Point Inc.
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
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NEOS Investment Management LLC
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Retirement Wealth Solutions LLC
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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Strs Ohio
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State Of Michigan Retirement System
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
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Texas Permanent School Fund
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LRI Investments, LLC
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ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Stonebrook Private Inc.
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Cornerstone Planning Group LLC
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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Monument Group Wealth Advisors, LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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Breakwater Capital Group
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First Bank & Trust
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Phoenix Wealth Advisors
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Pittenger & Anderson Inc
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Abundance Wealth Counselors
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Union Savings Bank
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Stratos Wealth Partners, LTD.
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Syntax Research, Inc.
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
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Premier Fund Managers Ltd
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Gabelli Dividend & Income Trust
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Nordea Investment Management Ab
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Ruggaard & Associates LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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Bnp Paribas Arbitrage, Sa
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Huntleigh Advisors, Inc.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Strategic Investment Solutions, Inc. /IL
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Leisure Capital Management
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Mitsubishi UFJ Trust & Banking Corp
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Midwest Trust Co
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Bokf, Na
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NOSIX - Northern Funds - Northern Stock Index Fund
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
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Smallwood Wealth Investment Management, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
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Jennison Associates Llc
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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Bridgefront Capital, LLC
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Aventail Capital Group, LP
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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VCGAX - VALIC Co I - Growth & Income Fund
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Stewardship Advisors, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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First Western Trust Bank
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Profund Advisors Llc
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Loomis Sayles & Co L P
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
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Tower View Investment Management & Research LLC
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Nomura Asset Management Co Ltd
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Prime Capital Investment Advisors, LLC
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MAI Capital Management
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UMA Financial Services, Inc.
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Private Wealth Asset Management, LLC
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CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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Kempen Capital Management N.v.
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OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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BNP Paribas Asset Management Holding S.A.
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Cidel Asset Management Inc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Berkshire Bank
|
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Cranbrook Wealth Management, LLC
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|
Welch & Forbes Llc
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Apella Capital, LLC
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Modera Wealth Management, LLC
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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Total Investment Management Inc
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Profunds - Profund Vp Ultrabull
|
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J.w. Cole Advisors, Inc.
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Anchor Capital Advisors Llc
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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Cullen Investment Group, Ltd.
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Dorsey & Whitney Trust CO LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Lsp Investment Advisors, Llc
|
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Alliancebernstein L.p.
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
EP Wealth Advisors, Inc.
|
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|
Kingswood Wealth Advisors, Llc
|
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|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
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|
Ethic Inc.
|
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|
Sterling Financial Planning, Inc.
|
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|
TruNorth Capital Management, LLC
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|
Federated Hermes, Inc.
|
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|
Mesirow Financial Investment Management, Inc.
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|
OMERS ADMINISTRATION Corp
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
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|
Capital Investment Advisors, LLC
|
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|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
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|
Hurley Capital, LLC
|
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|
Howard Hughes Medical Institute
|
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|
Charles Schwab Investment Management Inc
|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
Metis Global Partners, LLC
|
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|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
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|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cullen Capital Management, LLC
|
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|
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|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Hudock, Inc.
|
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|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
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|
|
Resources Investment Advisors, LLC.
|
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|
Raymond James Financial Inc
|
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|
|
First National Bank & Trust Co Of Newtown
|
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|
PDS Planning, Inc
|
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|
Calton & Associates, Inc.
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
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|
Geneos Wealth Management Inc.
|
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|
|
Wellington Management Group Llp
|
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|
Probity Advisors, Inc.
|
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|
Stifel Financial Corp
|
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|
Mather Group, Llc.
|
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Roundview Capital LLC
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
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|
Sanibel Captiva Trust Company, Inc.
|
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Ostrum Asset Management
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
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|
Bowman & Co S.C.
|
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|
|
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|
Peddock Capital Advisors, Llc
|
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|
Capital Analysts, Inc.
|
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|
Morgan Stanley
|
|
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|
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GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
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|
Howe & Rusling Inc
|
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|
|
|
|
Empire Financial Management Company, LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
|
Wolff Wiese Magana Llc
|
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|
National Asset Management, Inc.
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
Traphagen Investment Advisors Llc
|
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|
Tiaa Trust, National Association
|
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|
Byrne Asset Management LLC
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Capital Fund Management S.a.
|
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|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
|
|
Nuveen, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
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|
Bank Of Nova Scotia
|
|
|
|
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|
LexAurum Advisors, LLC
|
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|
Beacon Capital Management, LLC
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
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|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
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|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
URAN - Themes ETF Trust - Themes Uranium & Nuclear ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Alta Fundamental Advisers LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
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|
SBI Securities Co., Ltd.
|
|
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|
|
Change Path, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
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|
FORA Capital, LLC
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Brown Brothers Harriman & Co
|
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|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
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|
Sunbelt Securities, Inc.
|
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|
Hrt Financial Lp
|
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Centricity Wealth Management, LLC
|
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|
|
Concord Wealth Partners
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
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|
|
Flaharty Asset Management, LLC
|
|
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|
|
|
Global Trust Asset Management, LLC
|
|
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|
|
Hancock Whitney Corp
|
|
|
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|
|
Able Wealth Management LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
