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Defined Wealth Management, Llc
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Wealthcare Advisory Partners LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped 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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|
Baldwin Investment Management, LLC
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Benjamin Edwards Inc
|
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Liberty All Star Equity Fund
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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Burford Brothers, Inc.
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Robeco Institutional Asset Management B.V.
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AE Wealth Management LLC
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Burney Co/
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Gabelli Funds Llc
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Financial Network Wealth Advisors LLC
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Empirical Finance, LLC
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Ipswich Investment Management Co., Inc.
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Baltimore-Washington Financial Advisors, Inc.
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Hemington Wealth Management
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Cordatus Wealth Management LLC
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Exencial Wealth Advisors, Llc
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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Woodstock Corp
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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Summit X, LLC
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Zullo Investment Group, Inc.
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Peapack Gladstone Financial Corp
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Marcum Wealth, LLC
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Enterprise Financial Services Corp
|
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GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
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Christopher J. Hasenberg, Inc
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SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
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Addison Advisors LLC
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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CMH Wealth Management LLC
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Jericho Financial, Llp
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Redwood Investment Management, Llc
|
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Arete Wealth Advisors, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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Mediolanum International Funds Ltd
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Nbw Capital Llc
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
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Legacy Financial Strategies, LLC
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LGT Group Foundation
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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Capital Analysts, Inc.
|
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Albar Capital Partners LLP
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California Public Employees Retirement System
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Lion Street Advisors, LLC
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Teacher Retirement System Of Texas
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Twin Tree Management, LP
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Ames National Corp
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Varma Mutual Pension Insurance Co
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Core Alternative Capital
|
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Americana Partners, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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Harbor Investment Advisory, Llc
|
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ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Capital Investment Advisory Services, LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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New Hampshire Trust
|
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Brown Brothers Harriman & Co
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Vontobel Holding Ltd.
|
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Pin Oak Investment Advisors Inc
|
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Equitable Holdings, Inc.
|
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Smart Portfolios, LLC
|
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Private Advisor Group, LLC
|
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Fmr Llc
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Krane Funds Advisors LLC
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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|
Texas Bank & Trust Co
|
|
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|
Brighton Jones Llc
|
|
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|
DoubleLine ETF Adviser LP
|
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|
Greenup Street Wealth Management Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
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|
Carderock Capital Management Inc
|
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|
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|
Mbb Public Markets I Llc
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
Rnc Capital Management Llc
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Westport Asset Management Inc
|
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|
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|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
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|
|
Verition Fund Management LLC
|
|
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|
|
Pictet Asset Management Holding SA
|
|
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|
|
Synovus Financial Corp
|
|
|
|
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|
Modera Wealth Management, LLC
|
|
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|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
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|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
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|
|
Plancorp, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
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Mackenzie Financial Corp
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Certified Advisory Corp
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Kestra Investment Management, LLC
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New York Life Investment Management Llc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Mufg Securities Americas Inc.
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MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
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|
Cincinnati Casualty Co
|
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|
Moment Partners, LLC
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Stratos Wealth Partners, LTD.
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Virtue Capital Management, LLC
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Talon Private Wealth, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Kingswood Wealth Advisors, Llc
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Drucker Wealth 3.0, LLC
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Chicago Capital, LLC
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Millstone Evans Group, LLC
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JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
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|
Greykasell Wealth Strategies, Inc.
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
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Aqr Capital Management Llc
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Xponance, Inc.
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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Change Path, LLC
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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Handelsbanken Fonder AB
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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Evelyn Partners Investment Management Services Ltd
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Phoenix Holdings Ltd.
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Empowered Funds, LLC
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Hartland & Co., LLC
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Stone House Investment Management, LLC
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NewSquare Capital LLC
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Ledyard National Bank
|
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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Jane Street Group, Llc
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Neville Rodie & Shaw Inc
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HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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Lvm Capital Management Ltd/mi
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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Gould Capital, LLC
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Wood Tarver Financial Group, LLC
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Staley Capital Advisers Inc
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TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
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Stableford Capital Ii Llc
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
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Utah Retirement Systems
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Jeppson Wealth Management, Llc
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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Roble, Belko & Company, Inc
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Herold Advisors, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Electron Capital Partners, LLC
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Howland Capital Management Llc
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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Atria Investments Llc
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Sessa Capital IM, L.P.
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Principal Street Partners, LLC
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U S Wealth Group, Llc.
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Capula Management Ltd
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First National Bank Sioux Falls
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Alpine Bank Wealth Management
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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First Western Trust Bank
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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Collective Family Office Llc
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Balyasny Asset Management Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Sit Investment Associates Inc
|
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Pnc Financial Services Group, Inc.
|
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Wedge Capital Management L L P/nc
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
Ascent Group, LLC
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
|
Walleye Trading LLC
|
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|
|
Natural Investments, Llc
|
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|
|
Parallel Advisors, LLC
|
|
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|
JustInvest LLC
|
|
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|
|
Activest Wealth Management
|
|
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|
Richards, Merrill & Peterson, Inc.
|
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
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|
Courier Capital Llc
|
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|
Sigma Planning Corp
|
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|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Freestone Grove Partners LP
|
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|
Allianzgi Equity & Convertible Income Fund
|
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|
Triad Wealth Partners, LLC
|
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|
E. Ohman J:or Asset Management AB
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Resona Asset Management Co.,Ltd.
|
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|
West Branch Capital LLC
|
|
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|
Garner Asset Management Corp
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
Prudential Plc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Oregon Pacific Wealth Management, LLC
|
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|
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|
1st Source Bank
|
|
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
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|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
PFG Investments, LLC
|
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|
Jones Financial Companies Lllp
|
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|
New York State Common Retirement Fund
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
Daymark Wealth Partners, Llc
|
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|
|
|
|
OMERS ADMINISTRATION Corp
|
|
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|
Cubist Systematic Strategies, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
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|
Live Oak Investment Partners
|
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|
Middleton & Co Inc/ma
|
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Tocqueville Asset Management L.p.
|
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Independent Solutions Wealth Management, LLC
|
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|
Keyes, Stange & Wooten Wealth Management, LLC
|
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|
Princeton Global Asset Management LLC
|
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|
Exane Asset Management
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Capital International Inc /ca/
|
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|
Patten & Patten Inc/tn
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
CI Private Wealth, LLC
|
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|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Legal & General Group Plc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Saxon Interests, Inc.
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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|
Woodmont Investment Counsel Llc
|
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
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Voleon Capital Management Lp
|
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Brick & Kyle, Associates
|
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Covenant Asset Management, LLC
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
Schechter Investment Advisors, LLC
|
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|
Rosenberg Matthew Hamilton
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Harrell Investment Partners, Llc
|
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|
J.w. Cole Advisors, Inc.
|
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SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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|
H&H Retirement Design & Management INC
|
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|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
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|
Diversify Wealth Management, Llc
|
|
|
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|
|
FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
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|
|
CSU Producer Resources, Inc.
|
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|
Savant Capital, LLC
|
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|
Total Investment Management Inc
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
|
Intech Investment Management Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
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|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
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|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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Stone Run Capital, Llc
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Harmony Asset Management Llc
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Resurgent Financial Advisors LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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Tiemann Investment Advisors, Llc
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A. D. Beadell Investment Counsel, Inc.
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Ridgewood Investments LLC
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Johnson Investment Counsel Inc
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Powers Advisory Group, LLC
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
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STRV - EA Series Trust - Strive 500 ETF
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Binnacle Investments Inc
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Mutual Advisors, LLC
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USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Astoria Portfolio Advisors LLC.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Polymer Capital Management (US) LLC
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Arcataur Capital Management LLC
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Bailard, Inc.
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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HYDR - Global X Funds - Global X Hydrogen ETF
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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Heritage Investors Management Corp
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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Bingham Private Wealth, Llc
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Hudson Bay Capital Management LP
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BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
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Ronald Blue Trust, Inc.
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Madison Asset Management, LLC
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
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Financial Perspectives, Inc
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AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
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Summit Wealth Partners, LLC
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Roxbury Financial LLC
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Night Squared LP
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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Enterprise Bank & Trust Co
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BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
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Franklin Resources Inc
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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Symphony Financial, Ltd. 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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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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Spdr S&p 500 Etf Trust
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Price T Rowe Associates Inc /md/
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North Star Asset Management Inc
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Contravisory Investment Management, Inc.
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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VestGen Advisors, LLC
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Smithfield Trust Co
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
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Ag2r La Mondiale Gestion D'actifs
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D. E. Shaw & Co., Inc.
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Appleton Partners Inc/ma
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Blackhawk Capital Partners LLC.
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Bare Financial Services, Inc
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Summit Global Investments
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Prime Capital Investment Advisors, LLC
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Sandy Spring Bank
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MTM Investment Management, LLC
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Total Wealth Planning & Management, Inc.
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Park Place Capital Corp
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Retirement Planning Co of New England, Inc.
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Kingstone Capital Partners Texas, LLC
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Heritage Wealth Management, Inc.
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Clear Investment Research, Llc
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Congress Wealth Management LLC / DE /
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Private Wealth Management Group, LLC
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Cypress Capital Group
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Somerset Trust Co
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Valued Retirements, Inc.
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RMB Capital Management, LLC
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Thomasville National Bank
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Twin City Private Wealth, Llc
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Nfj Investment Group, Llc
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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Heartwood Wealth Advisors LLC
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
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National Asset Management, Inc.
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Paradigm Asset Management Co Llc
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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ORG Wealth Partners, LLC
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Syntax Research, Inc.
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Credit Agricole S A
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Anchor Capital Advisors Llc
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Wells Fargo & Company/mn
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Signature Wealth Management Partners, LLC
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Hollencrest Capital Management
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ULPIX - Profunds - Ultrabull Profund Investor Class
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ProVise Management Group, LLC
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Park Avenue Securities Llc
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TrueMark Investments, LLC
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WealthCollab, LLC
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Drive Wealth Management, Llc
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Pitcairn Co
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Rockline Wealth Management, LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
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Lombard Odier Asset Management (USA) Corp
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Healthcare Of Ontario Pension Plan Trust Fund
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BlackRock, Inc.
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Sanders Morris Harris Llc
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Wsfs Capital Management, Llc
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Alliance Wealth Advisors, LLC
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Gamco Investors, Inc. Et Al
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
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Sumitomo Life Insurance Co
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Golden State Wealth Management, LLC
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
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West Paces Advisors Inc.
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Dai-Ichi Life Insurance Company, Ltd
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Berkshire Asset Management Llc/pa
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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Delta Financial Advisors Llc
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L2 Asset Management, LLC
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
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Roberts Glore & Co Inc /il/
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M&t Bank Corp
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State of Alaska, Department of Revenue
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Trillium Asset Management, Llc
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Group One Trading, L.p.
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
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Golden State Equity Partners
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Hm Payson & Co
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WealthPlan Investment Management, LLC
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
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Texas Capital Bank Wealth Management Services Inc
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Walleye Capital LLC
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
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Lindbrook Capital, Llc
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
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Red Cedar Investment Management, Llc
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WASHINGTON TRUST Co
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Louisiana State Employees Retirement System
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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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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
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Fca Corp /tx
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
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DiNuzzo Private Wealth, Inc.
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Stuart Chaussee & Associates, Inc.
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Teachers Retirement System Of The State Of Kentucky
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Grandfield & Dodd, Llc
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Nikko Asset Management Americas, Inc.
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Tandem Capital Management Corp /adv
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Cullen Investment Group, Ltd.
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Long Road Investment Counsel, LLC
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Mitsubishi UFJ Trust & Banking Corp
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LexAurum Advisors, LLC
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Swedbank AB
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Agf Management Ltd
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Traphagen Investment Advisors Llc
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Marks Group Wealth Management, Inc
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Westpac Banking Corp
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Ramirez Asset Management, Inc.
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Holocene Advisors, LP
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Empower Advisory Group, LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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LaSalle St. Investment Advisors, LLC
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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River Wealth Advisors LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
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Van Eck Associates Corp
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Centurion Wealth Management LLC
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Wellington Management Group Llp
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Sfmg, Llc
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Mirae Asset Global Investments Co., Ltd.
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Bank Of Stockton
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Fifth Third Bancorp
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Credential Securities Inc.
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Benin Management CORP
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Westend Capital Management LLC
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UMA Financial Services, Inc.
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Real Talk Capital, LLC
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
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Wealth Advisory Solutions, LLC
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Radnor Capital Management, LLC
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ULTRA SERIES FUND - Large Cap Value Fund Class I
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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Roffman Miller Associates Inc /pa/
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IFM Investors Pty Ltd
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Scarborough Advisors, LLC
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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Wambolt & Associates, LLC
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Applied Capital LLC/FL
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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Pacifica Partners Inc.
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
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Calamos Advisors LLC
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Profunds - Profund Vp Basic Materials
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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USS Investment Management Ltd
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
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Cornerstone Strategic Value Fund Inc
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|
Prestige Wealth Management Group LLC
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|
Mizuho Markets Americas Llc
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VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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GoalVest Advisory LLC
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Park National Corp /oh/
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Apollon Wealth Management, LLC
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Cary Street Partners Financial Llc
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Gables Capital Management Inc.
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SILVER OAK SECURITIES, Inc
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Piscataqua Savings Bank
|
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PYA Waltman Capital, LLC
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Everpar Advisors Llc
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Nixon Peabody Trust Co
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Perpetual Ltd
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Berry Wealth Group, LP
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Bokf, Na
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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Barlow Wealth Partners, Inc.
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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Conning Inc.
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|
Montag & Caldwell, Llc
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
Dynamic Wealth Strategies, LLC
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|
Toth Financial Advisory Corp
|
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|
Ashton Thomas Securities, Llc
|
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|
Mascoma Wealth Management LLC
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|
Battery Global Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Silicon Valley Capital Partners
|
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Founders Capital Management
|
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Dorsey & Whitney Trust CO LLC
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
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|
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|
Simmons Bank
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
First PREMIER Bank
|
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|
NewEdge Wealth, LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Westbourne Investment Advisors, Inc.
|
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|
Moloney Securities Asset Management, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
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|
Indiana Trust & Investment Management CO
|
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DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
Mission Wealth Management, Lp
|
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Verity Asset Management, Inc.
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Sei Investments Co
|
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Zimmer Partners, LP
|
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Forsta Ap-fonden
|
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Liberty Capital Management, Inc.
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FORA Capital, LLC
|
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IFP Advisors, Inc
|
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Raiffeisen Bank International AG
|
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Truist Financial Corp
|
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|
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JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
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|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
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|
Twin Lakes Capital Management, LLC
|
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Us Bancorp \de\
|
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Graypoint LLC
|
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Concurrent Investment Advisors, LLC
|
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Northern Trust Corp
|
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|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
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|
Sagespring Wealth Partners, Llc
|
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|
Atria Wealth Solutions, Inc.
|
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|
Charter Research & Investment Group, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Central Bank & Trust Co
|
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Simplicity Wealth,LLC
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
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|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Letson Investment Management, Inc.
|
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Crews Bank & Trust
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Legacy Solutions, Llc
|
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|
Seacrest Wealth Management, Llc
|
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|
Moors & Cabot, Inc.
|
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iA Global Asset Management Inc.
|
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National Bank Of Canada /fi/
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
SG Americas Securities, LLC
|
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|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Montag A & Associates Inc
|
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|
First National Advisers, LLC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Allianz Asset Management GmbH
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
Nbt Bank N A /ny
|
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|
Senator Investment Group LP
|
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|
Baird Financial Group, Inc.
|
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|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
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|
Red Door Wealth Management, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
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|
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|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Motco
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Insigneo Advisory Services, Llc
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
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|
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|
Everett Harris & Co /ca/
|
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|
Chapin Davis, Inc.
|
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|
Evergreen Capital Management Llc
|
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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|
St. James Investment Company, LLC
|
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|
GPS Wealth Strategies Group, LLC
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
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|
Jackson, Grant Investment Advisers, Inc.
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|
Invst, LLC
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Crestwood Advisors Group LLC
|
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Essex LLC
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
GW&K Investment Management, LLC
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Northeast Investment Management
|
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Guggenheim Strategic Opportunities Fund
|
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Vista Capital Partners, Inc.
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Eagle Wealth Strategies Llc
|
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|
Gilbert & Cook, Inc.
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Morningstar Investment Management LLC
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FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Fisher Asset Management, LLC
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Access Financial Services, Inc.
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F/M Investments LLC
|
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HF Advisory Group, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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|
Kcm Investment Advisors Llc
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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Glenmede Investment Management, LP
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Opus Capital Group, LLC
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Charles Schwab Investment Management Inc
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S&co Inc
|
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S.A. Mason LLC
|
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Capital International Investors
|
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Jump Financial, LLC
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Stonebridge Capital Advisors LLC
|
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JB Capital LLC
|
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First United Bank Trust/
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Wealthspire Advisors, LLC
|
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EagleClaw Capital Managment, LLC
|
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|
Bridgewater Advisors Inc.
|
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|
Rowland & Co Investment Counsel/adv
|
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|
Capital Investment Advisors, LLC
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
Warren Averett Asset Management, LLC
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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|
Crux Wealth Advisors
|
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|
Ingalls & Snyder Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
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|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
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|
|
Blair William & Co/il
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
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|
|
Evergreen Private Wealth LLC
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
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|
|
Hager Investment Management Services, Llc
|
|
|
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|
|
Loudon Investment Management, LLC
|
|
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|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
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|
|
FineMark National Bank & Trust
|
|
|
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|
|
Columbia Asset Management
|
|
|
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|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Transamerica Financial Advisors, Inc.
|
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|
|
Essex Financial Services, Inc.
|
|
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|
|
Baer Investment Advisory LLC
|
|
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|
|
Global X Japan Co., Ltd.
|
|
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|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
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|
|
Cardinal Point Capital Management, ULC
|
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|
Yousif Capital Management, Llc
|
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|
|
Clark Capital Management Group, Inc.
|
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|
|
South Plains Financial, Inc.
|
|
|
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|
|
Monetary Management Group Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Elwood Capital Partners Lp
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TLCI - Touchstone ETF Trust - Touchstone International Equity ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Belpointe Asset Management LLC
|
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CIBC Asset Management Inc
|
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Becker Capital Management Inc
|
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Gts Securities Llc
|
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We Are One Seven, LLC
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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|
|
|
Argus Investors' Counsel, Inc.
|
|
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Stablepoint Partners, LLC
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
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|
State of Wyoming
|
|
|
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
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|
Nicholson Wealth Management Group, LLC
|
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|
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Scissortail Wealth Management, LLC
|
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|
SCS Capital Management LLC
|
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Farmers & Merchants Investments Inc
|
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Kennebec Savings Bank
|
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Global Retirement Partners, LLC
|
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Treasurer of the State of North Carolina
|
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Painted Porch Advisors LLC
|
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1832 Asset Management L.P.
|
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Vancity Investment Management Ltd
|
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Tranquilli Financial Advisor LLC
|
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W.H. Cornerstone Investments Inc.
|
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Gilman Hill Asset Management, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Boothbay Fund Management, Llc
|
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Armstrong Advisory Group, Inc
|
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Magnolia Capital Management Ltd
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Precedent Wealth Partners, Llc
|
|
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Wealth Architects, LLC
|
|
|
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|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
Spire Wealth Management
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
AlphaCore Capital LLC
|
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Oak Hill Wealth Advisors, Llc
|
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Lantern Wealth Advisors, LLC
|
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GFG Capital, LLC
|
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Legacy Capital Group California, Inc.
|
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TD Waterhouse Canada Inc.
|
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Covington Investment Advisors Inc.
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Brown Capital Management Llc
|
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Wedmont Private Capital
|
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Dark Forest Capital Management Lp
|
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Old National Bancorp /in/
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Integrated Wealth Concepts LLC
|
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|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
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Institute for Wealth Management, LLC.
|
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Chelsea Counsel Co
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Catalytic Wealth RIA, LLC
|
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Manufacturers Life Insurance Company, The
|
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Nicolet Advisory Services, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
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|
Griffin Asset Management, Inc.
|
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Newton One Investments LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
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Alta Advisers Ltd
|
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|
Bdf-gestion
|
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Nicholas Company, Inc.
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
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|
Ancora Advisors, LLC
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Commonwealth Equity Services, Llc
|
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|
Newbridge Financial Services Group, Inc.
|
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Bridge Creek Capital Management LLC
|
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|
Parkside Financial Bank & Trust
|
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|
Ubs Oconnor Llc
|
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|
Covestor Ltd
|
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|
Glen Eagle Advisors, LLC
|
|
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|
Callan Family Office, LLC
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
|
First Trust Advisors Lp
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
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|
|
Tevis Investment Management
|
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|
City Holding Co
|
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|
Klingenstein Fields & Co Lp
|
|
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|
|
Orion Capital Management LLC
|
|
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|
|
Whittier Trust Co
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
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|
|
Intrua Financial, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Mantle Ridge LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Politan Capital Management LP
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
|
|
|
Sendero Wealth Management, LLC
|
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|
Intrepid Capital Management Inc
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Westside Investment Management, Inc.
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|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
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|
Opal Wealth Advisors, LLC
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|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
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|
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|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
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|
Integrated Advisors Network LLC
|
|
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|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
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|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
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|
Circle Wealth Management, LLC
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
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|
Tower Wealth Partners, Inc.
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MainStreet Investment Advisors LLC
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|
Croban
|
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Advisors Preferred, LLC
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Janney Montgomery Scott LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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|
|
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Aristotle Capital Management, LLC
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Gryphon Financial Partners LLC
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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|
Deutsche Bank Ag\
|
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Penobscot Investment Management Company, Inc.
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Cigna Investments Inc /new
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Polar Capital Holdings Plc
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Investment Management Corp of Ontario
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DRIPX - MP63 FUND INC - MP63 Fund
|
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Beverly Hills Private Wealth, LLC
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ORG Partners LLC
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Henrickson Nauta Wealth Advisors, Inc.
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Stonebrook Private Inc.
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Gateway Investment Advisers Llc
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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Townsquare Capital Llc
|
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New Mexico Educational Retirement Board
|
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Harbour Investments, Inc.
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Mendel Money Management
|
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WealthTrak Capital Management LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Cahill Financial Advisors Inc
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Caliber Wealth Management, LLC / KS
|
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|
Fayez Sarofim & Co
|
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|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Stifel Financial Corp
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Salomon & Ludwin, LLC
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|
Patrick Mauro Investment Advisor, INC.
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Moody National Bank Trust Division
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Strs Ohio
|
|
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|
Anfield Capital Management, LLC
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|
Founders Financial Alliance, LLC
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|
Bfsg, Llc
|
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EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
Korea Investment CORP
|
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|
HighTower Advisors, LLC
|
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|
Hickory Asset Management, Inc.
|
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|
Waterloo Capital, L.P.
|
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|
Tableaux Llc
|
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|
Skopos Labs, Inc.
|
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|
Captrust Financial Advisors
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
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|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
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|
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|
|
Running Oak Capital LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
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West Family Investments, Inc.
|
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180 Wealth Advisors, Llc
|
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|
First Command Advisory Services, Inc.
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
Keynote Financial Services Llc
|
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|
Sage Capital Advisors,llc
|
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|
Sterneck Capital Management, LLC
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DT Investment Partners, LLC
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KDT Advisors, LLC
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Ethic Inc.
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
NEOS Investment Management LLC
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|
Rsm Us Wealth Management Llc
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|
Cozad Asset Management Inc
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
PDS Planning, Inc
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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CVA Family Office, LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Amundi
|
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|
Bank of New York Mellon Corp
|
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Gs Investments, Inc.
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Qube Research & Technologies Ltd
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Edmond De Rothschild Holding S.a.
|
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International Assets Investment Management, Llc
|
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Amplius Wealth Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
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|
Hurley Capital, LLC
|
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|
Brooks, Moore & Associates, Inc.
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Forbes J M & Co Llp
|
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Sunbelt Securities, Inc.
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
Vestcor Inc
|
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Keybank National Association/oh
|
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Byrne Asset Management LLC
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Associated Banc-corp
|
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Pittenger & Anderson Inc
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
Dagco, Inc.
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Onefund, Llc
|
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Duncker Streett & Co Inc
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
Fruth Investment Management
|
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|
Fred Alger Management, Llc
|
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Osterweis Capital Management Inc
|
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|
Legacy Financial Advisors, Inc.
|
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GeoWealth Management, LLC
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Groupama Asset Managment
|
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Generali Investments, Management Co LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Archford Capital Strategies, LLC
|
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|
Banco de Sabadell, S.A
|
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|
Point72 (DIFC) Ltd
|
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Cercano Management LLC
|
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|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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|
Steel Peak Wealth Management LLC
|
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|
Center for Financial Planning, Inc.
|
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|
Chesley Taft & Associates LLC
|
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|
Confluence Investment Management Llc
|
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|
Wealth Alliance
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
North Capital, Inc.
|
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|
Putnam Fl Investment Management Co
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
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|
ICW Investment Advisors LLC
|
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|
Centaurus Financial, Inc.
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Macquarie Group Ltd
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
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|
|
Gen-Wealth Partners Inc
|
|
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
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|
Czech National Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
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|
Campion Asset Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
13D Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Taconic Capital Advisors LP
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Walnut Level Capital LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
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Palisade Capital Management Llc/nj
|
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|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
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|
High Note Wealth, LLC
|
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Rialto Wealth Management, LLC
|
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|
APG Asset Management N.V.
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North Star Investment Management Corp.
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|
Nwam Llc
|
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Quadrant Capital Group Llc
|
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|
Lowe Brockenbrough & Co Inc
|
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Venturi Wealth Management, LLC
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
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|
Mesirow Financial Investment Management, Inc.
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|
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|
Cornerstone Total Return Fund Inc
|
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|
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Guardian Wealth Advisors, LLC
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Cardinal Capital Management, Inc.
|
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PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
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Personal Cfo Solutions, Llc
|
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Independent Advisor Alliance
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
American Capital Advisory, LLC
|
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Park Square Financial Group, LLC
|
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CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
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|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
Grove Bank & Trust
|
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Millennium Management Llc
|
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Tompkins Financial Corp
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Hilltop Holdings Inc.
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Tectonic Advisors Llc
|
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CarsonAllaria Wealth Management, Ltd.
|
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Mcdonald Partners Llc
|
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|
Mv Capital Management, Inc.
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Public Sector Pension Investment Board
|
|
|
|
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|
Biltmore Family Office, LLC
|
|
|
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
Alan B. Lancz & Associates, Inc.
|
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|
Scotia Capital Inc.
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Blue Zone Wealth Advisors, LLC
|
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|
Semmax Financial Advisors Inc.
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Advisor Group Holdings, Inc.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
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|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
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|
Sentry Investment Management Llc
|
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|
State Street Corp
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
Advisors Asset Management, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Capital Group Private Client Services, Inc.
|
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|
Focus Financial Network, Inc.
|
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|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
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|
Envestnet Asset Management Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
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|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
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|
LGT Financial Advisors LLC
|
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|
Perkins Coie Trust Co
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
|
Taylor Financial Group, Inc.
|
|
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|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Pacific Heights Asset Management Llc
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
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|
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|
|
RFG Advisory, LLC
|
|
|
|
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|
NAN FUNG TRINITY (HK) Ltd
|
|
|
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|
Plimoth Trust Co Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
HDRO - ETF Series Solutions - Defiance Next Gen H2 ETF
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Cruiser Capital Advisors, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
