|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
|
|
|
Signature Estate & Investment Advisors Llc
|
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|
JB Capital LLC
|
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|
Hartford Investment Management Co
|
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|
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|
Silvercrest Asset Management Group Llc
|
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|
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|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
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|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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|
Winnow Wealth Llc
|
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|
State Of Michigan Retirement System
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
Guggenheim Capital Llc
|
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Intrust Bank Na
|
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|
Millennium Management Llc
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
Two Sigma Advisers, Lp
|
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|
Harbour Investments, Inc.
|
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Cohen Investment Advisors LLC
|
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|
S&t Bank/pa
|
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|
Trustmark National Bank Trust Department
|
|
|
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|
Spire Wealth Management
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
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|
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|
Roanoke Asset Management Corp/ Ny
|
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|
Battery Global Advisors, LLC
|
|
|
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
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|
Apollon Wealth Management, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
Inceptionr Llc
|
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|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
King Wealth
|
|
|
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
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|
Bmc Fund Inc
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
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|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
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|
Financial Advocates Investment Management
|
|
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|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
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|
Smith, Salley & Associates
|
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|
Clear Street Markets Llc
|
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|
Affinity Investment Advisors, Llc
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
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|
Glass Jacobson Investment Advisors llc
|
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|
Axq Capital, Lp
|
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|
Aurdan Capital Management, LLC
|
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|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
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|
|
Harbor Capital Advisors, Inc.
|
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|
Emerald Investment Partners, Llc
|
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|
Zrc Wealth Management, Llc
|
|
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|
Peregrine Asset Advisers, Inc.
|
|
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|
New York Life Investment Management Llc
|
|
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|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Corundum Group, Inc.
|
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|
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|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
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|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Four Tree Island Advisory LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
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|
|
Herold Advisors, Inc.
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
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|
Accurate Wealth Management, LLC
|
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|
Los Angeles Capital Management Llc
|
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|
West Family Investments, Inc.
|
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|
Centaurus Financial, Inc.
|
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|
Greenfield Savings Bank
|
|
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
LRI Investments, LLC
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
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|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
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|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
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|
|
Mn Services Vermogensbeheer B.V.
|
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|
Lipe & Dalton
|
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|
Essex Savings Bank
|
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Legacy Private Trust Co.
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
LGT Financial Advisors LLC
|
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|
Old North State Trust, LLC
|
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|
Td Asset Management Inc
|
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DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
FSM Wealth Advisors, LLC
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A4
|
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|
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|
|
ESL Trust Services, LLC
|
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|
Warren Averett Asset Management, LLC
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
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|
J.P. Marvel Investment Advisors, LLC
|
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SOL Capital Management CO
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
Goldstone Financial Group, LLC
|
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|
Evercore Wealth Management, LLC
|
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|
Essex Investment Management Co Llc
|
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Richard W. Paul & Associates, LLC
|
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Fountainhead AM, LLC
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
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Profunds - Profund Vp Pharmaceuticals
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
Lombard Odier Asset Management (USA) Corp
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
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|
Empower Advisory Group, LLC
|
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|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Umb Bank N A/mo
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
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|
NCM Capital Management, LLC
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BCS Wealth Management
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|
Nbc Securities, Inc.
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SG Americas Securities, LLC
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Vident Advisory, LLC
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Maseco Llp
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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|
Shelton Capital Management
|
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Manning & Napier Advisors Llc
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Marathon Capital Management
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GAM Holding AG
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Sentry Investment Management Llc
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Point72 Asset Management, L.P.
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|
DiMeo Schneider & Associates, L.L.C.
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Ballentine Partners, LLC
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
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|
Old Second National Bank Of Aurora
|
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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Toth Financial Advisory Corp
|
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Drive Wealth Management, Llc
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Pathway Financial Advisers, LLC
|
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Cassaday & Co Wealth Management LLC
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Janney Capital Management LLC
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Creative Capital Management Investments LLC
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Vectors Research Management, LLC
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LS Investment Advisors, LLC
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Cross Staff Investments Inc
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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Clark Financial Services Group Inc /bd
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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Kingstone Capital Partners Texas, LLC
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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Colrain Capital Llc
|
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Intellectus Partners, LLC
|
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Cullinan Associates Inc
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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Keystone Financial Planning, Inc.
|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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|
Calamos Wealth Management LLC
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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Choate Investment Advisors
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Citizens Financial Group Inc/ri
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Wsfs Capital Management, Llc
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Coston, McIsaac & Partners
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Riversedge Advisors, Llc
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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CFS Investment Advisory Services, LLC
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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National Bank Of Canada /fi/
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Volterra Technologies LP
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|
Charles Schwab Trust Co
|
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|
Financial Network Wealth Advisors LLC
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|
Alpha Cubed Investments, LLC
|
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|
Financial Security Advisor, Inc.
|
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CoreFirst Bank & Trust
|
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Cornerstone Wealth Group, LLC
|
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Trust Co Of Toledo Na /oh/
|
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Paces Ferry Wealth Advisors, Llc
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|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
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|
State Street Corp
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
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|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
HFM Investment Advisors, LLC
|
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|
Providence Capital Advisors, LLC
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
Eley Financial Management, Inc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
|
Grassi Investment Management
|
|
|
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|
|
Arizona State Retirement System
|
|
|
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|
|
Harel Insurance Investments & Financial Services Ltd.
|
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|
|
|
Farther Finance Advisors, LLC
|
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|
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|
|
Advisory Services Network, LLC
|
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|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
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|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
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|
|
Leavell Investment Management, Inc.
|
|
|
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|
|
American Assets Investment Management, LLC
|
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|
Signature Wealth Management Group
|
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|
|
Opes Wealth Management LLC
|
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|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
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|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
First Interstate Bank
|
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|
Letson Investment Management, Inc.
|
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Pictet & Cie (Europe) SA
|
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|
Credit Agricole S A
|
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Brevan Howard Capital Management LP
|
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|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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|
Abound Wealth Management
|
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|
Chung Wu Investment Group, LLC
|
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Altrinsic Global Advisors Llc
|
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Gold Investment Management Ltd.
|
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Sage Capital Advisors,llc
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
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|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
Versor Investments LP
|
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|
StoneX Group Inc.
|
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|
Ti-trust, Inc
|
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|
Callahan Advisors, LLC
|
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|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
Quadcap Wealth Management, LLC
|
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|
Fairscale Capital, LLC
|
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|
Nova Wealth Management, Inc.
|
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|
ICONIQ Capital, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
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|
|
State Board Of Administration Of Florida Retirement System
|
|
|
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|
Cypress Capital Group
|
|
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|
Elo Mutual Pension Insurance Co
|
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|
Man Group plc
|
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|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
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|
Crestwood Advisors Group LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
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|
Mechanics Financial Corp
|
|
|
|
|
|
Old National Bancorp /in/
|
|
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|
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|
Montecito Bank & Trust
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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Adirondack Trust Co
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
State of Tennessee, Treasury Department
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
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|
Clark Capital Management Group, Inc.
|
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|
Lido Advisors, LLC
|
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|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Howland Capital Management Llc
|
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|
AMG National Trust Bank
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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|
|
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|
AE Wealth Management LLC
|
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|
St. Clair Advisors, LLC
|
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|
Belpointe Asset Management LLC
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Hickory Point Bank & Trust
|
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W Advisors, Llc
|
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Evolution Wealth Management Inc.
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
MADDEN SECURITIES Corp
|
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Rothschild Investment Llc
|
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Guggenheim Strategic Opportunities Fund
|
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|
Massachusetts Financial Services Co /ma/
|
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Dudley Capital Management, Llc
|
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PKS Advisory Services, LLC
|
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Fifth Third Bancorp
|
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Gabelli Healthcare & Wellnessrx Trust
|
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|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Sachetta, LLC
|
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Atom Investors LP
|
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|
Baader Bank INC
|
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Legacy Investment Solutions, LLC
|
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Westside Investment Management, Inc.
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
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|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
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|
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|
Wellington Shields Capital Management, LLC
|
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Bayesian Capital Management, LP
|
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|
State of Wyoming
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
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|
Te Ahumairangi Investment Management Ltd
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
|
American Century Companies Inc
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Point72 (DIFC) Ltd
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
Signaturefd, Llc
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Supplemental Annuity Collective Trust of NJ
|
|
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|
Stiles Financial Services Inc
|
|
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|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
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|
RHS Financial, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
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|
|
Assetmark, Inc
|
|
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|
|
Investment Research & Advisory Group, Inc.
|
|
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|
Ameritas Investment Partners, Inc.
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
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|
OMERS ADMINISTRATION Corp
|
|
|
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|
Capital Group Private Client Services, Inc.
|
|
|
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|
|
Allred Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
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|
Kozak & Associates, Inc.
|
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|
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|
Profund Advisors Llc
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Richardson Financial Services Inc.
|
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|
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|
|
Boston Research & Management Inc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
FourWorld Capital Management LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Texas Permanent School Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Concurrent Investment Advisors, LLC
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|
Candriam Luxembourg S.C.A.
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
BEAM Asset Management, LLC
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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|
Congress Wealth Management LLC / DE /
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GeoWealth Management, LLC
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
DecisionPoint Financial, LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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Mackenzie Financial Corp
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Wells Fargo & Company/mn
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Exencial Wealth Advisors, Llc
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Meadow Creek Wealth Advisors Llc
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Selective Wealth Management, Inc.
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
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Arthur M. Cohen & Associates, Llc
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Paradigm Financial Partners, Llc
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Cetera Trust Company, N.A
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Valued Wealth Advisors LLC
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Brookstone Capital Management
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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|
Zwj Investment Counsel Inc
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Parcion Private Wealth LLC
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Archer Investment Corp
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Inspire Trust Co, N.a.
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
M.e. Allison & Co., Inc.
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|
Wright Investors Service Inc
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Bridges Investment Management Inc
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Jane Street Group, Llc
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LMR Partners LLP
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Sumitomo Mitsui Financial Group, Inc.
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Equitable Holdings, Inc.
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Thompson Investment Management, Inc.
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PKO Investment Management Joint-Stock Co
|
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Flaharty Asset Management, LLC
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Achmea Investment Management B.V.
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Resona Asset Management Co.,Ltd.
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West Oak Capital, LLC
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Meiji Yasuda Asset Management Co Ltd.
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Spdr S&p 500 Etf Trust
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
JustInvest LLC
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|
PFG Investments, LLC
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Lowe Brockenbrough & Co Inc
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Lavaca Capital Llc
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Atwood & Palmer Inc
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Janus Henderson Group Plc
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Simplex Trading, Llc
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Charter Capital Management, LLC\DE
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Kinsale Capital Group, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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Impax Asset Management Group plc
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Horan Securities, Inc.
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Tiaa Trust, National Association
|
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Flagship Harbor Advisors, Llc
|
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Mid-American Wealth Advisory Group, Inc.
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Neville Rodie & Shaw Inc
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
Matrix Asset Advisors Inc/ny
|
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|
Clarius Group, LLC
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
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|
Biltmore Family Office, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Atlas Capital Advisors Llc
|
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|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
CNB Bank
|
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|
Perennial Investment Advisors, LLC
|
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|
Bridgeway Capital Management Inc
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Ronald Blue Trust, Inc.
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
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|
Heritage Wealth Management, Inc.
|
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|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
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|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
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|
|
Securian Asset Management, Inc
|
|
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|
Voya Investment Management Llc
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
|
1 North Wealth Services Llc
|
|
|
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|
|
Transatlantique Private Wealth Llc
|
|
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|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
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|
|
|
CX Institutional
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
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Liberty Wealth Management Llc
|
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|
Bonness Enterprises Inc
|
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|
Delta Asset Management Llc/tn
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
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|
Graham Capital Management, L.P.
|
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|
Chesley Taft & Associates LLC
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|
Bath Savings Trust Co
|
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Greenleaf Trust
|
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Novare Capital Management Llc
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
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|
Impact Capital Partners LLC
|
|
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|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
Hollencrest Capital Management
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
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|
Birch Hill Investment Advisors LLC
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|
|
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|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
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|
Accredited Investors Inc.
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
Anchor Pointe Wealth Management, LLC
|
|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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|
KPP Advisory Services LLC
|
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|
Landscape Capital Management, L.l.c.
|
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London Co Of Virginia
|
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|
Miller Value Partners, Llc
|
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|
Patton Fund Management, Inc.
|
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CLARET ASSET MANAGEMENT Corp
|
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Haverford Trust Co
|
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Rosenberg Matthew Hamilton
|
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O'shaughnessy Asset Management, Llc
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Paradigm Capital Management Inc/ny
|
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|
Sector Gamma As
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
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|
Wolff Financial Management Llc
|
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|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Graypoint LLC
|
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|
Northcape Wealth Management, Llc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Nexus Investment Management ULC
|
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Woodmont Investment Counsel Llc
|
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Tema Etfs Llc
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Heron Bay Capital Management
|
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|
New Wave Wealth Advisors Llc
|
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GPS Wealth Strategies Group, LLC
|
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Aegon Asset Management Uk Plc
|
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Gamco Investors, Inc. Et Al
|
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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|
Pps&v Asset Management Consultants, Inc.
|
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|
Clear Harbor Asset Management, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Crossmark Global Holdings, Inc.
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Thoroughbred Financial Services, Llc
|
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Financial Avengers, Inc.
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Crews Bank & Trust
|
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
LMG Wealth Partners, LLC
|
|
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|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
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|
Financial Freedom, LLC
|
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|
Czech National Bank
|
|
|
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|
Perkins Coie Trust Co
|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
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|
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|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
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|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Birchview Capital, LP
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Sigma Planning Corp
|
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|
FT Vest Total Return Income Fund: Series A2
|
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|
Lantern Wealth Advisors, LLC
|
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|
FSC Wealth Advisors, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Kinneret Advisory, LLC
|
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|
iA Global Asset Management Inc.
|
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
Davy Global Fund Management Ltd
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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|
Fulton Bank, N.a.
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Savvy Advisors, Inc.
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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|
United Bank
|
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|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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Jeppson Wealth Management, Llc
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Valmark Advisers, Inc.
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|
Vermillion Wealth Management, Inc.
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Headlands Technologies LLC
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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|
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|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
Icon Advisers Inc/co
|
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TruNorth Capital Management, LLC
|
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YHB Investment Advisors, Inc.
|
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Cherry Tree Wealth Management, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
Opal Wealth Advisors, LLC
|
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|
MONECO Advisors, LLC
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Change Path, LLC
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
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|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Old Republic International Corp
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Sound Income Strategies, LLC
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
Nwam Llc
|
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California Public Employees Retirement System
|
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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|
Ellevest, Inc.
|
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|
Phillips Wealth Planners LLC
|
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|
New York State Teachers Retirement System
|
|
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|
Montag A & Associates Inc
|
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Aviance Capital Partners, LLC
|
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|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Blair William & Co/il
|
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O'Brien Greene & Co. Inc
|
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Armstrong Advisory Group, Inc
|
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Verition Fund Management LLC
|
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NorthRock Partners, LLC
|
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BLI - Banque de Luxembourg Investments
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Heritage Investors Management Corp
|
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Acropolis Investment Management, LLC
|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
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MKT Advisors LLC
|
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|
Decker Retirement Planning Inc.
|
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|
Groupe la Francaise
|
|
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|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
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|
Cornerstone Planning Group LLC
|
|
|
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|
|
Strategic Blueprint, LLC
|
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|
IMS Capital Management
|
|
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|
Profunds - Profund Vp Bull
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Welch Group, LLC
|
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|
Welch & Forbes Llc
|
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|
Independence Bank of Kentucky
|
|
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|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
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|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
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|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
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|
Adviser Investments LLC
|
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|
Rossmore Private Capital
|
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|
Berkshire Asset Management Llc/pa
|
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|
Park National Corp /oh/
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|
Silvant Capital Management LLC
|
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|
Truist Financial Corp
|
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|
First National Trust Co
|
|
|
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|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Arnhold LLC
|
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|
WNY Asset Management, LLC
|
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|
Public Sector Pension Investment Board
|
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Boltwood Capital Management
|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
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|
Baird Financial Group, Inc.
|
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|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Lynch & Associates/in
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|
National Pension Service
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
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|
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|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Mufg Securities Americas Inc.
|
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Brass Tax Wealth Management, Inc
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
BRYN MAWR TRUST Co
|
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Ci Investments Inc.
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Blume Capital Management, Inc.
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
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Css Llc/il
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Wolff Wiese Magana Llc
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Bokf, Na
|
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B. Metzler seel. Sohn & Co. AG
|
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
Old Port Advisors
|
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|
American Financial Group Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
Balyasny Asset Management Llc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Howard Capital Management Inc.
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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Beese Fulmer Investment Management, Inc.
|
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Tower Research Capital LLC (TRC)
|
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Onefund, Llc
|
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Aureus Asset Management, LLC
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
Lebenthal Global Advisors, LLC
|
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AdvisorNet Financial, Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Verity Asset Management, Inc.
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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|
Fundamentun, Llc
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
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|
|
Cim Investment Mangement Inc
|
|
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|
|
Marco Investment Management Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Stifel Financial Corp
|
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Seacrest Wealth Management, Llc
|
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|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
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Canandaigua National Bank & Trust Co
|
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White Pine Capital Llc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Machina Capital S.a.s.
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Brookwood Investment Group LLC
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Oxler Private Wealth LLC
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Mcdonald Partners Llc
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Edmond De Rothschild Holding S.a.
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Horst & Graben Wealth Management LLC
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FNY Investment Advisers, LLC
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Chilton Capital Management Llc
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Stock Yards Bank & Trust Co
|
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Old Point Trust & Financial Services N A
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
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MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
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Olistico Wealth, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Evoke Wealth, Llc
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Huntington National Bank
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BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Clarendon Private LLC
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St. Louis Trust Co
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Canada Pension Plan Investment Board
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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Uhlmann Price Securities, Llc
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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Sheets Smith Wealth Management
|
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Kanawha Capital Management Llc
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Capital International Investors
|
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Cliftonlarsonallen Wealth Advisors, Llc
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Mariner, LLC
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Ironwood Investment Management Llc
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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LeClair Wealth Partners LLC
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Moment Partners, LLC
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HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
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D. E. Shaw & Co., Inc.
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Sumitomo Life Insurance Co
|
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Benchmark Financial Wealth Advisors, LLC
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PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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Everett Harris & Co /ca/
|
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Ardent Capital Management, Inc.
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Intrua Financial, LLC
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Modern Wealth Management, LLC
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Financial Management Professionals, Inc.
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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Integrated Quantitative Investments LLC
|
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Slocum, Gordon & Co LLP
|
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WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
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Ensign Peak Advisors, Inc
|
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Gladstone Institutional Advisory LLC
|
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CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Goelzer Investment Management, Inc.
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Bluefin Capital Management, Llc
|
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First Bank & Trust
|
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Texas Bank & Trust Co
|
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Exchange Capital Management, Inc.
|
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Wilkins Investment Counsel Inc
|
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Tekla Healthcare Opportunities Fund
|
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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Everence Capital Management Inc
|
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Lindbrook Capital, Llc
|
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Cohen Klingenstein LLC
|
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|
Pekin Hardy Strauss, Inc.
|
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Successful Portfolios LLC
|
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|
Summit X, LLC
|
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|
Neumann Capital Management, LLC
|
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Pettinga Financial Advisors, LLC
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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Chatham Capital Group, Inc.
|
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Chapman Financial Group, Llc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Cascade Investment Group, Inc.
|
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Delta Financial Advisors Llc
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
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|
E. Ohman J:or Asset Management AB
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
|
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|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
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|
|
Wedmont Private Capital
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
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SFE Investment Counsel
|
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Lineweaver Wealth Advisors, LLC
|
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Cornerstone Capital, Inc.
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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one8zero8, LLC
|
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Benin Management CORP
|
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Birchbrook, Inc.
|
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Bremer Bank National Association
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Louisiana State Employees Retirement System
|
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|
bLong Financial, LLC
|
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Checchi Capital Advisers, LLC
|
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Vaughan David Investments Inc/il
|
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Coho Partners, Ltd.
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
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|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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Center for Financial Planning, Inc.
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Badgley Phelps Wealth Managers, LLC
|
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Nbt Bank N A /ny
|
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Mb, Levis & Associates, Llc
|
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Boston Trust Walden Corp
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Mork Capital Management, LLC
|
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Carret Asset Management, Llc
|
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Finer Wealth Management, Inc.
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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SevenBridge Financial Group, LLC
|
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Cherry Creek Investment Advisors, Inc.
|
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Cacti Asset Management Llc
|
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American Capital Advisory, LLC
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West Branch Capital LLC
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Marcum Wealth, LLC
|
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Bayforest Capital Ltd
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Roxbury Financial LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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1st Source Bank
|
|
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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STRV - EA Series Trust - Strive 500 ETF
|
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TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
Stone Point Wealth LLC
|
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Founders Financial Securities Llc
|
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Institute for Wealth Management, LLC.
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Ambassador Advisors, LLC
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Pzena Investment Management Llc
|
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NJ State Employees Deferred Compensation Plan
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
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|
Gries Financial Llc
|
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CIBC Private Wealth Group, LLC
|
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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Sovran Advisors, LLC
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Linden Thomas Advisory Services, LLC
|
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|
Cullen/frost Bankers, Inc.
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
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|
SOA Wealth Advisors, LLC.
|
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Dodge & Cox
|
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|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Xponance, Inc.
|
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Arcadia Investment Management Corp/mi
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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|
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|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
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|
Dana Investment Advisors, Inc.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
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|
Redmont Wealth Advisors Llc
|
|
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|
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|
Klp Kapitalforvaltning As
|
|
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|
Perpetual Ltd
|
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|
Haven Capital Group, Inc.
|
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Key FInancial Inc
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
Sfmg, Llc
|
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|
|
Missouri Trust & Investment Co
|
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|
Transce3nd, LLC
|
|
|
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|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
Masters Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
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|
Smith, Moore & Co.
|
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|
|
Traub Capital Management LLC
|
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|
|
Keating Investment Counselors Inc
|
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|
Schulhoff & Co Inc
|
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|
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|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
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|
KLCM Advisors, Inc.
|
|
|
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|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
Bank of New York Mellon Corp
|
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|
Roof Eidam & Maycock/adv
|
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|
Stonebrook Private Inc.
|
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|
Beacon Bridge Wealth Partners, LLC
|
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
|
Lazari Capital Management, Inc.
|
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|
|
Investors Research Corp
|
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|
Plancorp, LLC
|
|
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Stephens Consulting, LLC
|
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|
New England Capital Financial Advisors LLC
|
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Valley Brook Capital Group, Inc.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
Nan Shan Life Insurance Co., Ltd.
|
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
Mubadala Investment Co PJSC
|
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Signet Financial Management, Llc
|
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Beaton Management Co. Inc.
|
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Painted Porch Advisors LLC
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
Profunds - Profund Vp Health Care
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Parallax Volatility Advisers, L.P.
|
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|
Pineridge Advisors LLC
|
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Family Management Corp
|
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Robeco Institutional Asset Management B.V.
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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J. W. Coons Advisors, LLC
|
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|
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Peoples Bank /oh
|
|
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|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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3Chopt Investment Partners, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
Fagan Associates, Inc.
|
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Citigroup Inc
|
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New South Capital Management Inc
|
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BSW Wealth Partners
|
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|
Adage Capital Partners Gp, L.l.c.
|
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Evelyn Partners Investment Management LLP
|
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ExodusPoint Capital Management, LP
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
|
Stratos Wealth Partners, LTD.
|
|
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|
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|
Portland Global Advisors LLC
|
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|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
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|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Diversified Enterprises, LLC
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Fiduciary Alliance LLC
|
|
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|
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|
Modera Wealth Management, LLC
|
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|
International Assets Investment Management, Llc
|
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Yousif Capital Management, Llc
|
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|
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|
|
Ritholtz Wealth Management
|
|
|
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|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
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|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
SBI Securities Co., Ltd.
|
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|
Level Four Advisory Services, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
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|
|
CI Private Wealth, LLC
|
|
|
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|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
BankPlus Wealth Management LLC
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Atomi Financial Group, Inc.
|
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|
Orion Portfolio Solutions, LLC
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
OneAscent Wealth Management LLC
|
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Capital Performance Advisors Llp
|
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Howard Hughes Medical Institute
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Sentry LLC
|
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|
Fairman Group, LLC
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
BlackRock ETF Trust - BlackRock Future Health ETF
|
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|
James J. Burns & Company, LLC
|
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|
Silverlake Wealth Management Llc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
Tufton Capital Management
|
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|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
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|
Silverleafe Capital Partners, LLC
|
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Aspire Private Capital, LLC
|
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Quest Investment Management Llc
|
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Ferguson Shapiro LLC
|
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Groupama Asset Managment
|
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Wealthedge Investment Advisors, Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Americana Partners, LLC
|
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|
First Command Advisory Services, Inc.
|
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|
Neuberger Berman Group LLC
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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|
AIA Group Ltd
|
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Stokes Family Office, LLC
|
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Alan B. Lancz & Associates, Inc.
|
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Sig Brokerage, Lp
|
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Spinnaker Trust
|
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Trust Co Of Vermont
|
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Patriot Financial Group Insurance Agency, LLC
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
YANKCOM Partnership
|
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|
Global X Japan Co., Ltd.
|
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Glenview Trust Co
|
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Ilmarinen Mutual Pension Insurance Co
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
Great Valley Advisor Group, Inc.
|
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Northeast Investment Management
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
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|
Simplicity Wealth,LLC
|
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|
Harold Davidson & Associates Inc.
|
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Lansing Street Advisors
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Sequoia Financial Advisors, LLC
|
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|
Twin Capital Management Inc
|
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|
Texas Yale Capital Corp.
|
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Journey Advisory Group, LLC
|
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North Star Investment Management Corp.
|
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Glenmede Trust Co Na
|
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Royal London Asset Management Ltd
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
Satovsky Asset Management Llc
|
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|
Shufro Rose & Co Llc
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
Vontobel Holding Ltd.
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
|
Crescent Grove Advisors, LLC
|
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|
Smithfield Trust Co
|
|
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|
Court Place Advisors, LLC
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
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|
We Are One Seven, LLC
|
|
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|
Tobam
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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|
Allegheny Financial Group LTD
|
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|
Atlantic Union Bankshares Corp
|
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|
|
Azimuth Capital Investment Management LLC
|
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|
|
Bill Few Associates, Inc.
|
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|
|
AlphaCore Capital LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
|
|
Anfield Capital Management, LLC
|
|
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|
|
Kentucky Trust Co
|
|
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|
|
Kimelman & Baird, LLC
|
|
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|
|
|
Aprio Wealth Management, LLC
|
|
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|
|
Daymark Wealth Partners, Llc
|
|
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|
|
|
Financial Advisory Service, Inc.
|
|
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|
|
Hills Bank & Trust Co
|
|
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|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
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|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
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|
|
Van Strum & Towne Inc.
|
|
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|
|
Stonegate Investment Group, LLC
|
|
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|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
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Providence Wealth Advisors, LLC
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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Syverson Strege & Co
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Capital Square, LLC
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
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Sax Wealth Advisors, Llc
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Eisler Capital Management Ltd.
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D.a. Davidson & Co.
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Alpine Bank Wealth Management
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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Caitlin John, LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
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Hennion & Walsh Asset Management, Inc.
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Nuveen, LLC
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TrueMark Investments, LLC
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1832 Asset Management L.P.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Jensen Investment Management Inc
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Cornercap Investment Counsel Inc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Integrated Wealth Concepts LLC
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Orion Capital Management LLC
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Tri-continental Corp
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Varma Mutual Pension Insurance Co
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Forsta Ap-fonden
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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Polar Asset Management Partners Inc.
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Banque Cantonale Vaudoise
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
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Union Bancaire Privee, UBP SA
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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Oppenheimer Asset Management Inc.
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Raab & Moskowitz Asset Management LLC
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Empirical Finance, LLC
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Cobblestone Asset Management LLC
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Swiss National Bank
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Ingalls & Snyder Llc
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Keynote Financial Services Llc
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First Manhattan Co
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JCIC Asset Management Inc.
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Kestra Investment Management, LLC
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Jennison Associates Llc
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Ashton Thomas Private Wealth, LLC
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Sovereign Financial Group, Inc.
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Creative Planning
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Woodline Partners LP
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Castleview Partners, Llc
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Beacon Financial Advisory LLC
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Wedbush Securities Inc
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Palisade Asset Management, LLC
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Vestcor Inc
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Patriot Investment Management Inc.
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Salzhauer Michael
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Gitterman Wealth Management, LLC
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Wetherby Asset Management Inc
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Caisse Des Depots Et Consignations
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Pictet Asset Management Holding SA
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Guardian Investment Management
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Ted Buchan & Co
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Peddock Capital Advisors, Llc
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River Road Asset Management, LLC
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Donaldson Capital Management, Llc
|
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Close Asset Management Ltd
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
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|
Sanders Morris Harris Llc
|
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Courier Capital Llc
|
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Quotient Wealth Partners, LLC
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
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|
Annex Advisory Services, LLC
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
Baldwin Investment Management, LLC
|
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IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
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|
|
|
|
Pathstone Holdings, LLC
|
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|
|
Van Eck Associates Corp
|
|
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|
|
Pure Financial Advisors, Inc.
|
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|
Founders Capital Management
|
|
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|
Tudor Financial Inc.
|
|
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|
Coldstream Capital Management Inc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
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|
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|
Erste Asset Management GmbH
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|
