|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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|
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Warren Averett Asset Management, LLC
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Pensionmark Financial Group, Llc
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Qube Research & Technologies Ltd
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N.E.W. Advisory Services LLC
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
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Midwest Trust Co
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Hunter Associates Investment Management Llc
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Aull & Monroe Investment Management Corp
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Wolff Financial Management Llc
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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State Street Corp
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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D.a. Davidson & Co.
|
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Keybank National Association/oh
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
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Bollard Group LLC
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
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SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
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Evelyn Partners Investment Management Services Ltd
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Lowe Wealth Advisors, LLC
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Country Club Bank /gfn
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Russell Investments Group, Ltd.
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Public Employees Retirement Association Of Colorado
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State of Alaska, Department of Revenue
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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Boyar Asset Management Inc.
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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Security National Bank Of So Dak
|
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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|
Tudor Investment Corp Et Al
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Profunds - Profund Vp Bull
|
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Tortoise Investment Management, LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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McIlrath & Eck, LLC
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Cambridge Advisors Inc.
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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Zullo Investment Group, Inc.
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Schroder Investment Management Group
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Maryland Capital Advisors Inc.
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Boreal Capital Management LLC
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Delta Investment Management, LLC
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My Legacy Advisors, LLC
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WealthTrak Capital Management LLC
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Revisor Wealth Management LLC
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Bfsg, Llc
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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United Community Bank
|
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United Capital Management of KS, Inc.
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Buckingham Strategic Partners
|
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Profund Advisors Llc
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Buck Wealth Strategies, LLC
|
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|
Harwood Advisory Group, LLC
|
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|
Sienna Gestion
|
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|
Advisors Asset Management, Inc.
|
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Cromwell Holdings LLC
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Parsons Capital Management Inc/ri
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
DAVENPORT & Co LLC
|
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|
Bellevue Asset Management, Llc
|
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Rexford Capital Inc
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Holowesko Partners Ltd.
|
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|
Northside Capital Management, LLC
|
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|
Clearbridge Investments, LLC
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ExodusPoint Capital Management, LP
|
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Marquette Asset Management, LLC
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Advisor OS, LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Baldwin Brothers Inc/ma
|
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|
Blue Chip Partners, Inc.
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
Voya Investment Management Llc
|
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|
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|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
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|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
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Abound Wealth Management
|
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|
Hamilton Capital, LLC
|
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|
AlphaStar Capital Management, LLC
|
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Horizon Financial Services, Llc
|
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CX Institutional
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|
Cornerstone Wealth Group, LLC
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|
Destination Wealth Management
|
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|
Goldman Sachs Group Inc
|
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|
Private Advisor Group, LLC
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|
Advisory Alpha, LLC
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Asset Planning,Inc
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
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|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Eastern Bank
|
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|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
Erste Asset Management GmbH
|
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Wedbush Securities Inc
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Rs Crum Inc.
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Pineridge Advisors LLC
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FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Simon Quick Advisors, Llc
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Patton Albertson Miller Group, Llc
|
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Laurel Wealth Advisors LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Bridgewater Associates, LP
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Farther Finance Advisors, LLC
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Capital Investment Counsel, Inc
|
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|
Savant Capital, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
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|
Kuhn & Co Investment Counsel
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Signaturefd, Llc
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Wesleyan Assurance Society
|
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|
Intech Investment Management Llc
|
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Portside Wealth Group, LLC
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Joel Adams & Associates, Inc.
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Brookstone Capital Management
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Godsey & Gibb Associates
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Rosenberg Matthew Hamilton
|
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BNP Paribas Asset Management Holding S.A.
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SWS Partners
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Farmers National Bank
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Panagora Asset Management Inc
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Indiana Trust & Investment Management CO
|
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Federated Hermes, Inc.
|
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Benchmark Wealth Management, LLC
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|
Savvy Advisors, Inc.
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Telos Capital Management, Inc.
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National Pension Service
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Atlas Capital Advisors Llc
|
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Thoroughbred Financial Services, Llc
|
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Confluence Wealth Services, Inc.
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
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|
Cary Street Partner Investment Advisory Llc
|
|
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|
WFA Asset Management Corp
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Meeder Asset Management Inc
|
|
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|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
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|
Kestra Investment Management, LLC
|
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|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Operose Advisors LLC
|
|
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|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
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|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
|
RKL Wealth Management LLC
|
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|
Chapin Davis, Inc.
|
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|
Hemington Wealth Management
|
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|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
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|
Nbt Bank N A /ny
|
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|
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|
Two Sigma Advisers, Lp
|
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|
Atom Investors LP
|
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
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|
Hartford Investment Management Co
|
|
|
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|
Meritage Portfolio Management
|
|
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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|
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|
|
Vectors Research Management, LLC
|
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|
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|
|
Archer Investment Corp
|
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|
Td Private Client Wealth Llc
|
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Farmers Trust Co
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
Transatlantique Private Wealth Llc
|
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|
|
Venture Visionary Partners LLC
|
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|
Mackenzie Financial Corp
|
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|
Creekmur Asset Management LLC
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
ESL Trust Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
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|
Wealth Alliance
|
|
|
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City Holding Co
|
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|
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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Penobscot Investment Management Company, Inc.
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
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|
Connecticut Wealth Management, LLC
|
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|
|
|
|
BRYN MAWR TRUST Co
|
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|
Cornerstone Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Shelton Capital Management
|
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Atria Investments Llc
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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Azzad Asset Management Inc /adv
|
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
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|
|
Canvas Wealth Advisors, LLC
|
|
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Amundi
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
American National Bank
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
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|
TruNorth Capital Management, LLC
|
|
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|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
Boston Research & Management Inc
|
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|
|
Gleason Group, Inc.
|
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|
Jarislowsky, Fraser Ltd
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
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|
|
Brass Tax Wealth Management, Inc
|
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|
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|
|
Two Sigma Investments, Lp
|
|
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|
|
West Oak Capital, LLC
|
|
|
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|
|
Empowered Funds, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
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HB Wealth Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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Ronald Blue Trust, Inc.
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Bridges Investment Management Inc
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First National Trust Co
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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Means Investment Co., Inc.
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Hartland & Co., LLC
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Center for Financial Planning, Inc.
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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D. E. Shaw & Co., Inc.
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Spears Abacus Advisors LLC
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Dogwood Wealth Management LLC
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Waycross Partners, Llc
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Kentucky Trust Co
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Boston Trust Walden Corp
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TrimTabs Asset Management, LLC
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Dearborn Partners Llc
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ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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Hamel Associates, Inc.
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Cherry Tree Wealth Management, LLC
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Hartline Investment Corp/
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Capital Square, LLC
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Moneta Group Investment Advisors Llc
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Capital Analysts, Inc.
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DHJJ Financial Advisors, Ltd.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Reuter James Wealth Management, Llc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Deutsche Bank Ag\
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Icapital Wealth Llc
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Strategic Investment Advisors / MI
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Hayek Kallen Investment Management
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Waters Parkerson & Co., Llc
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GIMFX - GMO TRUST - GMO Implementation Fund
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Emerald Advisors, LLC
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V. M. Manning & Co., Inc.
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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North Star Investment Management Corp.
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Covestor Ltd
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EagleClaw Capital Managment, LLC
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Glen Eagle Advisors, LLC
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TCI Wealth Advisors, Inc.
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Capital Advisors, Ltd. LLC
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BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Almanack Investment Partners, LLC.
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KBC Group NV
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
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Cantor Fitzgerald Investment Adviser L.p.
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Howard Capital Management Inc.
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Hennessy Advisors Inc
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Kinloch Capital, LLC
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DecisionPoint Financial, LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Rothschild Investment Llc
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Goldstone Financial Group, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Principia Wealth Advisory, LLC
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Formidable Asset Management, LLC
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Tsfg, Llc
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Concurrent Investment Advisors, LLC
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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Twin Lakes Capital Management, LLC
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Hopwood Financial Services, Inc.
|
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Grantham, Mayo, Van Otterloo & Co. LLC
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Equitable Holdings, Inc.
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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Federation des caisses Desjardins du Quebec
|
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Trust Co
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Mosaic Financial Group, Llc
|
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M&t Bank Corp
|
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
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Prudential Financial Inc
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
WealthTrust Axiom LLC
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Aster Capital Management (DIFC) Ltd
|
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Financial Perspectives, Inc
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Avanza Fonder AB
|
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Citizens National Bank Trust Department
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Alpine Bank Wealth Management
|
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Townsquare Capital Llc
|
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Eqis Capital Management, Inc.
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
Valley National Advisers Inc
|
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|
J. Safra Sarasin Holding AG
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
Maseco Llp
|
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|
First Bancorp, Inc /ME/
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
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|
|
Howland Capital Management Llc
|
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|
|
Commonwealth Retirement Investments LLC
|
|
|
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|
BankPlus Trust Department
|
|
|
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|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
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|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
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|
|
Enterprise Financial Services Corp
|
|
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|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
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|
Robinson Value Management, Ltd.
|
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|
Brevan Howard Capital Management LP
|
|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
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|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
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|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
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|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
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|
|
Shoker Investment Counsel, Inc.
|
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|
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
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|
AdvisorNet Financial, Inc
|
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|
Leo Wealth, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
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|
|
Mjp Associates Inc /adv
|
|
|
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|
|
Biltmore Family Office, LLC
|
|
|
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|
Mechanics Bank Trust Department
|
|
|
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|
Wulff, Hansen & Co.
|
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|
|
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|
Juncture Wealth Strategies, Llc
|
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|
|
Binnacle Investments Inc
|
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|
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|
|
LRI Investments, LLC
|
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|
Vaughan David Investments Inc/il
|
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|
Citigroup Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
WealthCollab, LLC
|
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Nordea Investment Management Ab
|
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|
Candriam Luxembourg S.C.A.
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
iA Global Asset Management Inc.
|
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|
Daiwa Securities Group Inc.
|
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|
Lifeworks Advisors, LLC
|
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|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
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|
|
|
|
State Of Wisconsin Investment Board
|
|
|
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|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
|
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|
Reliant Investment Management, LLC
|
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|
Nemes Rush Group LLC
|
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|
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|
Fiduciary Financial Group, Llc
|
|
|
|
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|
Bare Financial Services, Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
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|
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|
Wealth Alliance Advisory Group, LLC
|
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|
Martin Investment Management, LLC
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
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|
Kovitz Investment Group Partners, LLC
|
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|
Gladstone Institutional Advisory LLC
|
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|
Fulton Breakefield Broenniman Llc
|
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|
Walleye Trading LLC
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
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|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
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|
IAG Wealth Partners, LLC
|
|
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|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
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|
Fidelis Capital Partners, LLC
|
|
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|
Mather Group, Llc.
|
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|
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|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
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|
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|
Washington Trust Advisors, Inc.
|
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|
William B. Walkup & Associates, Inc.
|
|
|
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|
Bbr Partners, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
NatWest Group plc
|
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|
Taylor Financial Group, Inc.
|
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Harbor Investment Advisory, Llc
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
Sandy Spring Bank
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
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|
Fourth Dimension Wealth, LLC
|
|
|
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
American Century Companies Inc
|
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|
|
|
|
Purkiss Capital Advisors LLC
|
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|
Capital Investment Advisory Services, LLC
|
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|
WASHINGTON TRUST Co
|
|
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|
Empire Financial Management Company, LLC
|
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|
Spdr S&p 500 Etf Trust
|
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|
Wealthspire Advisors, LLC
|
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|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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|
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|
Blueshift Asset Management, LLC
|
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|
Evelyn Partners Investment Management LLP
|
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|
Webster Bank, N. A.
|
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Charles Schwab Investment Management Inc
|
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|
|
Capital Advisors Inc/ok
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
Sigma Planning Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
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|
Checchi Capital Advisers, LLC
|
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|
|
BKD Wealth Advisors, LLC
|
|
|
|
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|
Sonora Investment Management Group, LLC
|
|
|
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|
|
Wealth Quarterback LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
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|
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|
|
Intact Investment Management Inc.
|
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|
Crewe Advisors LLC
|
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|
|
Argent Trust Co
|
|
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|
|
CFS Investment Advisory Services, LLC
|
|
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|
Latitude Advisors, LLC
|
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|
Evermay Wealth Management Llc
|
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|
Elo Mutual Pension Insurance Co
|
|
|
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|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
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|
Sentry LLC
|
|
|
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|
|
Royal Fund Management, LLC
|
|
|
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|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
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|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
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Sage Mountain Advisors LLC
|
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|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
Aspire Private Capital, LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Home Federal Bank Of Tennessee
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
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|
CENTRAL TRUST Co
|
|
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|
Fiduciary Group LLC
|
|
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|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
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|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
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|
Cornerstone Advisors Asset Management, Inc
|
|
|
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|
X-Square Capital, LLC
|
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|
Proathlete Wealth Management Llc
|
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|
Arlington Trust Co LLC
|
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|
Johnson Financial Group, Inc.
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Crowley Wealth Management, Inc.
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
L2 Asset Management, LLC
|
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|
Blair William & Co/il
|
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|
Hrt Financial Lp
|
|
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|
Hall Capital Management Co Inc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
|
|
Pure Financial Advisors, Inc.
|
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|
SevenBridge Financial Group, LLC
|
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|
Ellsworth Advisors, LLC
|
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|
HFM Investment Advisors, LLC
|
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Wellington Shields Capital Management, LLC
|
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|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Redwood Park Advisors LLC
|
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|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
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|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
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|
Chilton Capital Management Llc
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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|
Thompson Siegel & Walmsley Llc
|
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|
VeraBank, N.A.
|
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Tiaa Trust, National Association
|
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Sfmg, Llc
|
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|
|
|
Beacon Investment Advisory Services, Inc.
|
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AllSquare Wealth Management LLC
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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Louisiana State Employees Retirement System
|
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|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
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|
Sky Investment Group LLC
|
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|
|
|
|
Guardian Wealth Management, Inc.
|
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Farringdon Capital, Ltd.
|
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Aprio Wealth Management, LLC
|
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|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
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|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
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|
Blackhill Capital Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Horizon Investments, LLC
|
|
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|
Tradition Wealth Management, LLC
|
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McAdam, LLC
|
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|
Levin Capital Strategies, L.p.
|
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First Citizens Bank & Trust Co
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Ccm Investment Group, Llc
|
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|
Avantax Advisory Services, Inc.
|
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|
Park Place Capital Corp
|
|
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|
Patten Group, Inc.
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
1st Source Bank
|
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|
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|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
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|
|
Red Door Wealth Management, LLC
|
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|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Pinnacle Financial Partners Inc
|
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|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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|
Mairs & Power Inc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
Sumitomo Mitsui Financial Group, Inc.
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
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|
Wbh Advisory Inc
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|
PDS Planning, Inc
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|
Azimuth Capital Investment Management LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
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|
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|
|
Vision Financial Markets Llc
|
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|
JustInvest LLC
|
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|
Old North State Wealth Management, LLC
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|
Verition Fund Management LLC
|
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|
Legal & General Group Plc
|
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Wolff Wiese Magana Llc
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
Waterloo Capital, L.P.
|
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Larson Financial Group LLC
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|
Cypress Capital Management LLC (WY)
|
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|
Silver Lake Advisory, LLC
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Point72 (DIFC) Ltd
|
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|
|
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|
Sage Private Wealth Group, Llc
|
|
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|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
Charter Trust Co
|
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|
Canada Pension Plan Investment Board
|
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Fisher Funds Management LTD
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
Chesley Taft & Associates LLC
|
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|
Walleye Capital LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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|
Gallacher Capital Management LLC
|
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|
Essex Savings Bank
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
SS&H Financial Advisors, Inc.
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Thomasville National Bank
|
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|
Stablepoint Partners, LLC
|
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BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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|
Compass Financial Services Inc
|
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|
City State Bank
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Northeast Investment Management
|
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|
Gries Financial Llc
|
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Miller Investment Management, LP
|
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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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|
Ameriflex Group, Inc.
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Centaurus Financial, Inc.
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
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|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
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|
Thompson Davis & Co., Inc.
|
|
|
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|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
|
|
|
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|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
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Amalgamated Bank
|
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Private Trust Co Na
|
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YHB Investment Advisors, Inc.
|
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Field & Main Bank
|
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|
Firethorn Wealth Partners, Llc
|
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|
Hantz Financial Services, Inc.
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STRV - EA Series Trust - Strive 500 ETF
|
|
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|
Millstone Evans Group, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Captrust Financial Advisors
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Savoie Capital LLC
|
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|
SPC Financial, Inc.
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MQS Management LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Profunds - Profund Vp Large-cap Value
|
|
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|
Peapack Gladstone Financial Corp
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
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|
Ransom Advisory, Ltd
|
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|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Mml Investors Services, Llc
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Susquehanna International Group, Llp
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Crestwood Advisors Group LLC
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First County Bank /CT/
|
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Us Bancorp \de\
|
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Bellwether Advisors, LLC
|
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Private Wealth Asset Management, LLC
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Morgan Stanley
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
DT Investment Partners, LLC
|
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Bell Bank
|
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Rakuten Securities, Inc.
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GLOBALT Investments LLC / GA
|
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Balyasny Asset Management Llc
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Institutional Investment Strategy Fund
|
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Simmons Bank
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Coerente Capital Management
|
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|
Ames National Corp
|
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Ancora Advisors, LLC
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NewEdge Wealth, LLC
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Hoge Financial Services, Llc
|
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Simplicity Wealth,LLC
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Texas Yale Capital Corp.
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W Advisors, Llc
|
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
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Osborne Partners Capital Management, Llc
|
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Crossmark Global Holdings, Inc.
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Triangle Securities Wealth Management
|
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FIL Ltd
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
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Seacrest Wealth Management, Llc
|
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WPG Advisers, LLC
|
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PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
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|
Lido Advisors, LLC
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New Hampshire Trust
|
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Calamos Advisors LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
M. Kraus & Co
|
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Plante Moran Financial Advisors, LLC
|
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|
Sherman Asset Management, Inc.
|
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Envestnet Portfolio Solutions, Inc.
|
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LMR Partners LLP
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
Bleakley Financial Group, LLC
|
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Burke & Herbert Bank & Trust Co
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
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|
|
Oak Thistle LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
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|
SILVER OAK SECURITIES, Inc
|
|
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|
HighTower Advisors, LLC
|
|
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|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
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|
|
Lazari Capital Management, Inc.
|
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
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|
|
|
Cresset Asset Management, LLC
|
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|
Flagship Wealth Advisors, Llc
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
State of Wyoming
|
|
|
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|
Beach Investment Counsel Inc/pa
|
|
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|
Windward Capital Management Co /ca
|
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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|
|
Boston Family Office Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
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|
Chevy Chase Trust Holdings, Inc.
|
|
|
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|
|
Chelsea Counsel Co
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
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|
|
Summitry Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
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B. Metzler seel. Sohn & Co. AG
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Rehmann Capital Advisory Group
|
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Aptus Capital Advisors, LLC
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Sanibel Captiva Trust Company, Inc.
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Spinnaker Trust
|
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Aviance Capital Partners, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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Brooktree Capital Management
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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TD Capital Management LLC
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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Cranbrook Wealth Management, LLC
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Adams Asset Advisors, LLC
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Oak Hill Wealth Advisors, Llc
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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Stephens Consulting, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Perigon Wealth Management, LLC
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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Wynn Capital, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Chicago Partners Investment Group LLC
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Aaron Wealth Advisors LLC
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Financial Network Wealth Advisors LLC
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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Ag2r La Mondiale Gestion D'actifs
|
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DiNuzzo Private Wealth, Inc.
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Benjamin Edwards Inc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
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Cim Investment Mangement Inc
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Missouri Trust & Investment Co
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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Twin Tree Management, LP
|
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Ofi Invest Asset Management
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Eads & Heald Wealth Management
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Northwestern Mutual Wealth Management Co
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Boothbay Fund Management, Llc
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Thrive Capital Management, LLC
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Penserra Capital Management LLC
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Aspect Partners, LLC
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Martingale Asset Management L P
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Financial Management Professionals, Inc.
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
Rhumbline Advisers
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Richard C. Young & CO., LTD.
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
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Cohen Klingenstein LLC
|
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Jefferies Financial Group Inc.
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Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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Public Employees Retirement System Of Ohio
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Marshall Wace, Llp
|
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IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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Ostrum Asset Management
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Global Wealth Management Investment Advisory, Inc.
|
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UBS Group AG
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
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Seed Wealth Management, Inc.
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
Cibc World Markets Corp
|
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|
Whittier Trust Co
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
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|
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|
Nbc Securities, Inc.
|
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Lsv Asset Management
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
Hills Bank & Trust Co
|
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|
Aristotle Capital Management, LLC
|
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|
DnB Asset Management AS
|
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|
UMA Financial Services, Inc.
|
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|
Winch Advisory Services, LLC
|
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|
|
|
Mv Capital Management, Inc.
|
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|
Lvm Capital Management Ltd/mi
|
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|
Viewpoint Capital Management LLC
|
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|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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Woodstock Corp
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Bridgewater Advisors Inc.
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Franklin Resources Inc
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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First Community Trust Na
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Engineers Gate Manager LP
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Eq Wealth Advisors, Llc
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Rossmore Private Capital
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
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Congress Wealth Management LLC / DE /
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Moody National Bank Trust Division
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Cullen Capital Management, LLC
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Hummer Financial Advisory Services Inc
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
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Smartleaf Asset Management LLC
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J.w. Cole Advisors, Inc.
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Cypress Capital Group
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
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Verdence Capital Advisors LLC
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Roble, Belko & Company, Inc
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RMG Wealth Management LLC
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Vermillion & White Wealth Management Group, LLC
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Meeder Advisory Services, Inc.
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CIBC World Markets Inc.
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Acadian Asset Management Llc
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Park Square Financial Group, LLC
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AssuredPartners Investment Advisors, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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Ellevest, Inc.
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Winthrop Capital Management, LLC
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Tarbox Family Office, Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Healthcare Of Ontario Pension Plan Trust Fund
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Bmc Fund Inc
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MTM Investment Management, LLC
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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Lantz Financial LLC
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Clarity Financial LLC
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XML Financial, LLC
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Valeo Financial Advisors, LLC
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Parkside Financial Bank & Trust
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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111 Capital
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Southern Capital Advisors, Llc
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Allspring Global Investments Holdings, LLC
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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Kestra Advisory Services, LLC
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Lummis Asset Management, LP
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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Andra AP-fonden
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Burns Matteson Capital Management, LLC
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First Financial Corp /in/
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Oarsman Capital, Inc.
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
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Compass Wealth Management LLC
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Hsbc Holdings Plc
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Massachusetts Financial Services Co /ma/
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New York State Common Retirement Fund
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Fulton Bank, N.a.
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
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Bessemer Group Inc
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Range Financial Group LLC
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Skopos Labs, Inc.
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Arizona State Retirement System
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
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State of Tennessee, Treasury Department
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FineMark National Bank & Trust
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Delta Capital Management Llc
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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Creative Financial Designs Inc /adv
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Accredited Investors Inc.
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Kessler Investment Group, LLC
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
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Fmr Llc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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Prosperity Consulting Group, LLC
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Abc Arbitrage Sa
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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Huntington National Bank
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
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Busey Wealth Management
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Atlantic Edge Private Wealth Management, LLC
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Mitchell Sinkler & Starr/pa
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Van Eck Associates Corp
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Clifford Swan Investment Counsel Llc
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Parkworth Wealth Management, Inc.
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Marble Harbor Investment Counsel, LLC
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Meridian Investment Counsel Inc.
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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Plancorp, LLC
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Richardson Financial Services Inc.
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JGP Wealth Management, LLC
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Clarity Asset Management, Inc.
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Moloney Securities Asset Management, LLC
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Krane Funds Advisors LLC
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UniSuper Management Pty Ltd
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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BCS Wealth Management
|
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Rialto Wealth Management, LLC
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Loomis Sayles & Co L P
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Retirement Systems of Alabama
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Citizens Financial Group Inc/ri
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Zwj Investment Counsel Inc
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Bowen Hanes & Co Inc
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Smith Shellnut Wilson Llc /adv
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
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Heritage Wealth Management, Inc.
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Albion Financial Group /ut
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Bank & Trust Co
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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DekaBank Deutsche Girozentrale
|
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CoreCap Advisors, LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Flaharty Asset Management, LLC
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Kerusso Capital Management LLC
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Headinvest, Llc
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Putnam Fl Investment Management Co
|
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Cornerstone Capital, Inc.
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Everence Capital Management Inc
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Shepherd Financial Partners LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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Centennial Wealth Advisory LLC
|
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True Wealth Design, LLC
|
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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Man Group plc
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Alley Investment Management Company, LLC
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Old Republic International Corp
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Kestra Private Wealth Services, Llc
|
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Louisbourg Investments Inc.
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
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Sovran Advisors, LLC
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Los Angeles Capital Management Llc
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Murphy, Middleton, Hinkle & Parker, Inc.
|
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Kayne Anderson Rudnick Investment Management Llc
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Parvin Asset Management, LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Vise Technologies, Inc.
|
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Kornitzer Capital Management Inc /ks
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Dominguez Wealth Management Solutions, Inc.
|
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IHT Wealth Management, LLC
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Norges Bank
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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