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Gts Securities Llc
|
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Woodline Partners LP
|
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|
Vanguard Group Inc
|
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|
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|
Luken Investment Analytics, LLC
|
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|
IFM Investors Pty Ltd
|
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|
Manufacturers Life Insurance Company, The
|
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|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
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|
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|
Bernard Wealth Management Corp.
|
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
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|
Weaver Capital Management LLC
|
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|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Vista Investment Partners Ii, Llc
|
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|
MeadowBrook Investment Advisors LLC
|
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|
QTR Family Wealth, LLC
|
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|
FORA Capital, LLC
|
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|
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|
Principal Financial Group Inc
|
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|
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|
ProVise Management Group, LLC
|
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
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|
Seacrest Wealth Management, Llc
|
|
|
|
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|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Hilltop Holdings Inc.
|
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|
Addenda Capital Inc.
|
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|
Kentucky Retirement Systems
|
|
|
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|
CVA Family Office, LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Cohen Investment Advisors LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Allen Capital Group, LLC
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
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|
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|
Accordant Advisory Group Inc
|
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|
Sutton Place Investors Llc
|
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|
Westbourne Investments, Inc.
|
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|
Greystone Financial Group, LLC
|
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|
San Luis Wealth Advisors LLC
|
|
|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
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|
Quadrant Capital Group Llc
|
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|
Northstar Financial Companies, Inc.
|
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|
Independence Bank of Kentucky
|
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Putnam Fl Investment Management Co
|
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|
Groupama Asset Managment
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
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|
|
Graney & King, LLC
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
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|
Arvest Investments, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Dauntless Investment Group, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
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Vise Technologies, Inc.
|
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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|
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|
Ring Mountain Capital, LLC
|
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|
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|
Jefferies Financial Group Inc.
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Flynn Zito Capital Management, Llc
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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SWAN Capital LLC
|
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|
Bryce Point Capital, LLC
|
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Prudential Plc
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
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|
Public Sector Pension Investment Board
|
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|
Wealthcare Advisory Partners LLC
|
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Gabelli Dividend & Income Trust
|
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|
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State Board Of Administration Of Florida Retirement System
|
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Qube Research & Technologies Ltd
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Full Sail Capital, LLC
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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Bradley & Co. Private Wealth Management, LLC
|
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Ridgecrest Wealth Partners, Llc
|
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Compass Financial Services Inc
|
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Grimes & Company, Inc.
|
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Lakeshore Capital Group, Inc.
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Lyell Wealth Management, Lp
|
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Utah Retirement Systems
|
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Wealthspire Advisors, LLC
|
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Pines Wealth Management, LLC
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Kapstone Financial Advisors LLC
|
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Independent Advisor Alliance
|
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Corton Capital Inc.
|
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Nvwm, Llc
|
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Bank of New York Mellon Corp
|
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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Creative Financial Designs Inc /adv
|
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Lombard Odier Asset Management (Switzerland) SA
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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Putney Financial Group LLC
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Fiduciary Trust Co
|
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Chiron Capital Management, Llc
|
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LGT Financial Advisors LLC
|
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Amalgamated Bank
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Public Employees Retirement System Of Ohio
|
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|
Eqis Capital Management, Inc.
|
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Key FInancial Inc
|
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State Of Wisconsin Investment Board
|
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Silvercrest Asset Management Group Llc
|
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Helium Advisors LLC
|
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Semmax Financial Advisors Inc.
|
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Post Resch Tallon Group Inc.
|
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Camelot Portfolios, LLC
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Gen-Wealth Partners Inc
|
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Miracle Mile Advisors, LLC
|
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Mml Investors Services, Llc
|
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Evermay Wealth Management Llc
|
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Intrua Financial, LLC
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
RFG - Bristol Wealth Advisors, LLC
|
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Harbor Asset Planning, Inc.
|
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
|
Cary Street Partners Financial Llc
|
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|
|
Schonfeld Strategic Advisors LLC
|
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|
Nordea Investment Management Ab
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Mkd Wealth Coaches, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
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Gitterman Wealth Management, LLC
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Legacy Wealth Asset Management, LLC
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Edgar Lomax Co/va
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Semus Wealth Partners LLC
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Norris Perne & French Llp/mi
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RMG Wealth Management LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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|
Howard Hughes Medical Institute
|
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Latitude Advisors, LLC
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Delta Capital Management Llc
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Secured Retirement Advisors, Llc
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Orrstown Financial Services Inc
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Oregon Public Employees Retirement Fund
|
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CENTRAL TRUST Co
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Sage Mountain Advisors LLC
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Aull & Monroe Investment Management Corp
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SYM FINANCIAL Corp
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Moisand Fitzgerald Tamayo, LLC
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Burney Co/
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NFP Retirement, Inc.
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Kozak & Associates, Inc.
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IFP Advisors, Inc
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Ancora Advisors, LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Laurel Wealth Advisors LLC
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Cladis Investment Advisory, LLC
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International Assets Investment Management, Llc
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Ariston Services Group
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KLCM Advisors, Inc.
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Connecticut Wealth Management, LLC
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Bare Financial Services, Inc
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Bear Mountain Capital, Inc.
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E&G Advisors, LP
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Oakworth Capital, Inc.
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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Canada Pension Plan Investment Board
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Alteri Wealth LLC
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Twin Tree Management, LP
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Gateway Investment Advisers Llc
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GeoWealth Management, LLC
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Steele Capital Management, Inc.
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Hedges Asset Management LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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Leo Wealth, LLC
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IMA Wealth, Inc.
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Benchmark Financial Wealth Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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SageView Advisory Group, LLC
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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S.A. Mason LLC
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Horizon Financial Services, Llc
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Huntleigh Advisors, Inc.
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CoreFirst Bank & Trust
|
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Washington Trust Bank
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Commerzbank Aktiengesellschaft /fi
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Perritt Capital Management Inc
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TruNorth Capital Management, LLC
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Solstein Capital, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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LRI Investments, LLC
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Checchi Capital Advisers, LLC
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Mbb Public Markets I Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Wealthfront Advisers Llc
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Lombard Odier Asset Management (USA) Corp
|
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Arbor Wealth Advisors LLC
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Credential Qtrade Securities Inc.
|
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Trust Co
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Entropy Technologies, LP
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Belpointe Asset Management LLC
|
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Mid-American Wealth Advisory Group, Inc.
|
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Parkside Financial Bank & Trust
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares
|
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|
Franklin Resources Inc
|
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|
Fairman Group, LLC
|
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|
OMERS ADMINISTRATION Corp
|
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Rossby Financial, LCC
|
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Vestor Capital, Llc
|
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Congress Wealth Management LLC / DE /
|
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|
Arkadios Wealth Advisors
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
Red Tortoise LLC
|
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|
Royal Bank Of Canada
|
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|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
Highland Capital Management, Llc
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
First United Bank Trust/
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|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
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|
Triton Wealth Management, PLLC
|
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|
Precision Wealth Strategies, LLC
|
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|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
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|
Silvant Capital Management LLC
|
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|
Sabal Trust CO
|
|
|
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|
Advisory Services Network, LLC
|
|
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|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
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|
Tsfg, Llc
|
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|
Zions Bancorporation, National Association /ut/
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
DHJJ Financial Advisors, Ltd.
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|
Parkworth Wealth Management, Inc.
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
TCM Advisors, LLC
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|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Fourth Dimension Wealth, LLC
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|
Caldwell Securities, Inc
|
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My Legacy Advisors, LLC
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
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|
Childress Capital Advisors, Llc
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Claris Financial LLC
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Albion Financial Group /ut
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REAP Financial Group, LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Neo Ivy Capital Management
|
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Csenge Advisory Group
|
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Jones Financial Companies Lllp
|
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SBI Securities Co., Ltd.
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HBK Sorce Advisory LLC
|
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Canton Hathaway, LLC
|
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First Bancorp, Inc /ME/
|
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|
Country Trust Bank
|
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|
Buck Wealth Strategies, LLC
|
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HHM Wealth Advisors, LLC
|
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|
Warren Averett Asset Management, LLC
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|
Gryphon Financial Partners LLC
|
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|
Kestra Private Wealth Services, Llc
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Ostrum Asset Management
|
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|
Yousif Capital Management, Llc
|
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Strategic Investment Solutions, Inc. /IL
|
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Xponance, Inc.
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
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|
BOK Financial Private Wealth, Inc.
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
GWM Advisors LLC
|
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|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Integrated Advisors Network LLC
|
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|
Sandy Spring Bank
|
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Asset Management One Co., Ltd.
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Jane Street Group, Llc
|
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Mitsubishi UFJ Trust & Banking Corp
|
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RKL Wealth Management LLC
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
Federated Hermes, Inc.
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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Ckw Financial Group
|
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|
Atria Investments Llc
|
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BancorpSouth Bank
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
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|
Stockman Wealth Management, Inc.
|
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|
Tompkins Financial Corp
|
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High Note Wealth, LLC
|
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Greenhouse Wealth Management, LLC
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Beaton Management Co. Inc.
|
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|
Pacer Advisors, Inc.
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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626 Financial, LLC
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Pinnacle Associates Ltd
|
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|
California State Teachers Retirement System
|
|
|
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|
|
Integrity Alliance, Llc.
|
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|
WFA Asset Management Corp
|
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|
Marshall Wace, Llp
|
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|
Werba Rubin Papier Wealth Management
|
|
|
|
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|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Natural Investments, Llc
|
|
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|
|
Cooper Financial Group
|
|
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|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
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|
Siemens Fonds Invest GmbH
|
|
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|
|
|
Caisse Des Depots Et Consignations
|
|
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|
|
Korea Investment CORP
|
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
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|
|
Toroso Investments, LLC
|
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|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
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Bolthouse Investments, LLC
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
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|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
Purus Wealth Management, LLC
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
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|
|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Newbridge Financial Services Group, Inc.
|
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|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
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|
Tiaa Trust, National Association
|
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|
Arrow Financial Corp
|
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|
Royal London Asset Management Ltd
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
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|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
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|
Wellington Shields Capital Management, LLC
|
|
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|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
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|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
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|
Wedmont Private Capital
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Maple Capital Management, Inc.
|
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Covalis Capital Llp
|
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Fiduciary Alliance LLC
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
LMR Partners LLP
|
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|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Allied Investment Advisors, LLC
|
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LMG Wealth Partners, LLC
|
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Norden Group Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Boston Private Wealth Llc
|
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|
Prudent Man Investment Management, Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Fortress Financial Group, Llc
|
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Miller Financial Services LLC
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Coldstream Capital Management Inc
|
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|
Harbour Investments, Inc.
|
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|
Versant Capital Management, Inc
|
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Strategic Blueprint, LLC
|
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|
Strategic Planning, Inc.
|
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|
Kapitalo Investimentos Ltda
|
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|
Barry Investment Advisors, LLC
|
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|
AMG National Trust Bank
|
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Elo Mutual Pension Insurance Co
|
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Secure Asset Management, LLC
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Czech National Bank
|
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|
|
1 North Wealth Services Llc
|
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|
Pitcairn Co
|
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|
Ubs Oconnor Llc
|
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|
Millennium Management Llc
|
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|
Hughes Financial Services, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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|
|
|
Community Bank of Raymore
|
|
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|
|
|
Cornerstone Advisors, LLC
|
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|
Gateway Wealth Partners, LLC
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
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|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Tounjian Advisory Partners, Llc
|
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|
Clarkston Capital Partners, LLC
|
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|
Pacific Center for Financial Services
|
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|
MPS Loria Financial Planners, LLC
|
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|
Cidel Asset Management Inc
|
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|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
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|
Fifth Third Bancorp
|
|
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|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
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|
Financial Advocates Investment Management
|
|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
Walleye Trading LLC
|
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|
Man Group plc
|
|
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|
Twin Capital Management Inc
|
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|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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|
|
waypoint wealth counsel
|
|
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|
|
Teacher Retirement System Of Texas
|
|
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|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FSAVX - FIDELITY SELECT PORTFOLIOS - Automotive Portfolio
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
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Horizon Investments, LLC
|
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Iron Horse Wealth Management, LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
Tactive Advisors, LLC
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|
Krane Funds Advisors LLC
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
|
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|
Personal Cfo Solutions, Llc
|
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|
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|
Quinn Opportunity Partners LLC
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Crawford Fund Management, LLC
|
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|
|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
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|
American Money Management, LLC
|
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|
Blackston Financial Advisory Group, LLC
|
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|
Saxon Interests, Inc.
|
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Prospera Financial Services Inc
|
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S&t Bank/pa
|
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North Forty Two & Co.
|
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Emerald Advisors, LLC
|
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Canada Post Corp Registered Pension Plan
|
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|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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Candriam Luxembourg S.C.A.
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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Wiley Bros.-aintree Capital, Llc
|
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Synovus Financial Corp
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
Five Oceans Advisors
|
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Financial Network Wealth Management LLC
|
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|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
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|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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Mather Group, Llc.
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Kcm Investment Advisors Llc
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Fort Sheridan Advisors Llc
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FourThought Financial Partners, LLC
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Pointe Capital Management LLC
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Hodges Capital Management Inc.
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Guggenheim Strategic Opportunities Fund
|
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|
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FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
|
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|
Compass Planning Associates Inc
|
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|
Crewe Advisors LLC
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|
Atomi Financial Group, Inc.
|
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Appleton Partners Inc/ma
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Canvas Wealth Advisors, LLC
|
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Farrell Financial LLC
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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|
Valley National Advisers Inc
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
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|
State Street Corp
|
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|
WealthCare Investment Partners, LLC
|
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Donoghue Forlines LLC
|
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|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Inceptionr Llc
|
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Founders Capital Management
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Fortem Financial Group, Llc
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Midwest Financial Group LLC
|
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|
Peak6 Llc
|
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CWA Asset Management Group, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Partners Wealth Management, Llc
|
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|
Kmg Fiduciary Partners, Llc
|
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|
Neuberger Berman Group LLC
|
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|
CIBC Asset Management Inc
|
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|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
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|
Mainstay Capital Management Llc /adv
|
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|
First PREMIER Bank
|
|
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|
Truvestments Capital Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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|
Pitti Group Wealth Management, LLC
|
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|
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
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|
180 Wealth Advisors, Llc
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Highline Wealth Partners Llc
|
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|
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|
HAP Trading, LLC
|
|
|
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|
Yoffe Investment Management, LLC
|
|
|
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|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Skaana Management L.P.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
BTS Asset Management, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Aqr Capital Management Llc
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Two Sigma Investments, Lp
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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|
Proffitt & Goodson Inc
|
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HFM Investment Advisors, LLC
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Kornitzer Capital Management Inc /ks
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Rakuten Investment Management, Inc.
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Gables Capital Management Inc.
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Monetary Management Group Inc
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Stance Capital Llc
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State of Alaska, Department of Revenue
|
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Virginia Retirement Systems Et Al
|
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We Are One Seven, LLC
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Gradient Investments LLC
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Profunds - Profund Vp Consumer Services
|
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JBR Co Financial Management Inc
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Prospera Capital Management, LLC
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William B. Walkup & Associates, Inc.
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Dagco, Inc.
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Paradigm Financial Partners, Llc
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CAPROCK Group, Inc.
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Kovack Advisors, Inc.
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Strengthening Families & Communities, LLC
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Everett Harris & Co /ca/
|
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Insigneo Advisory Services, Llc
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Compass Capital Corp /ma/ /adv
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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Breakwater Investment Management
|
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Colonial River Wealth Management, LLC
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Resona Asset Management Co.,Ltd.
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Schechter Investment Advisors, LLC
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Comprehensive Financial Planning, Inc./PA
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Snowden Capital Advisors LLC
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Venture Visionary Partners LLC
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Affinity Investment Advisors, Llc
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Hohimer Wealth Management, Llc
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Coastal Bridge Advisors, LLC
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Beacon Capital Management, LLC
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GW&K Investment Management, LLC
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Atlantic Trust, LLC
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BankPlus Trust Department
|
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D. E. Shaw & Co., Inc.
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Capital Investment Advisory Services, LLC
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Capital Insight Partners, Llc
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Waterfront Wealth Inc.
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Wellington Management Group Llp
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Simplex Trading, Llc
|
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SOUTH STATE Corp
|
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Arista Wealth Management, LLC
|
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SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Cranbrook Wealth Management, LLC
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JTC Employer Solutions Trusteee Ltd
|
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Aldebaran Capital, Llc
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Occidental Asset Management, LLC
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Dakota Community Bank & Trust NA
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Holos Integrated Wealth LLC
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Hurley Capital, LLC
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Firethorn Wealth Partners, Llc
|
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Bellecapital International Ltd.
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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NWF Advisory Services Inc.
|
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Bedel Financial Consulting, Inc.
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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AE Wealth Management LLC
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WNY Asset Management, LLC
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Cyndeo Wealth Partners, LLC
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CGC Financial Services, LLC
|
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Point72 (DIFC) Ltd
|
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PFG Investments, LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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Gs Investments, Inc.
|
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Principal Securities, Inc.
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
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|
Prime Capital Investment Advisors, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
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|
|
LGT Group Foundation
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
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|
|
Guidance Capital, Inc
|
|
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|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
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|
|
Capital Investment Advisors, LLC
|
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|
Pineridge Advisors LLC
|
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|
First Community Trust Na
|
|
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
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|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Strs Ohio
|
|
|
|
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|
Avion Wealth
|
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|
|
|
|
Kimelman & Baird, LLC
|
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|
Private Trust Co Na
|
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|
Avestar Capital, LLC
|
|
|
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|
|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
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|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
Verition Fund Management LLC
|
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|
Wedbush Securities Inc
|
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|
Two Sigma Securities, Llc
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
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|
Avaii Wealth Management, Llc
|
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|
Chung Wu Investment Group, LLC
|
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|
Heritage Investors Management Corp
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
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|
American Trust
|
|
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
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|
Evergreen Wealth Solutions, LLC
|
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|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
PDS Planning, Inc
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Asset Planning,Inc
|
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|
PFG Advisors
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
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|
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|
Moss Adams Wealth Advisors LLC
|
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Blackhawk Capital Partners LLC.
|
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Adage Capital Partners Gp, L.l.c.
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Lindbrook Capital, Llc
|
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|
Sound Income Strategies, LLC
|
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Rakuten Securities, Inc.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
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|
Sowell Financial Services LLC
|
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Ameriflex Group, Inc.
|
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|
Johnson Financial Group, Inc.
|
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Bridge Creek Capital Management LLC
|
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Steel Peak Wealth Management LLC
|
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|
BRYN MAWR TRUST Co
|
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|
UMA Financial Services, Inc.
|
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IFS Advisors, LLC
|
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|
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|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
MCF Advisors LLC
|
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|
|
|
|
Centennial Wealth Advisory LLC
|
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|
Nomura Asset Management Co Ltd
|
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|
KBC Group NV
|
|
|
|
|
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
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|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
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|
Quadrature Capital Ltd
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
JCIC Asset Management Inc.
|
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|
Legacy Investment Solutions, LLC
|
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Royal Fund Management, LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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First Merchants Corp
|
|
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|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
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|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
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|
Fundamentun, Llc
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Wells Fargo & Company/mn
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Wellington Shields & Co., LLC
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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WoodTrust Financial Corp
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Bensler, LLC
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Vista Investment Partners Llc
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AssuredPartners Investment Advisors, LLC
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Financial Avengers, Inc.
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Jump Financial, LLC
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Activest Wealth Management
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Capital Markets Trading UK LLP
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Mutual Advisors, LLC
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Cibc World Markets Corp
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Mark Sheptoff Financial Planning, Llc
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Hartland & Co., LLC
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Ar Asset Management Inc
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Stratos Wealth Partners, LTD.
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
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Retirement Wealth Solutions LLC
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Hoertkorn Richard Charles
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Salem Investment Counselors Inc
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Missouri Trust & Investment Co
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Financial Perspectives, Inc
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Richard Bernstein Advisors LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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Birchbrook, Inc.
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Penserra Capital Management LLC
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Quantinno Capital Management LP
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Estabrook Capital Management
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Marcum Wealth, LLC
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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State Of Michigan Retirement System
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Integrated Investment Consultants, LLC
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WealthPlan Investment Management, LLC
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Rehmann Capital Advisory Group
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Investment Management Corp of Ontario
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Liberty Capital Management, Inc.
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Van Eck Associates Corp
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SRS Capital Advisors, Inc.
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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WealthCollab, LLC
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
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Hollencrest Capital Management
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Atlas Brown,Inc.
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Hemington Wealth Management
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Brighton Jones Llc
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Gleason Group, Inc.
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Advantage Advisers Xanthus Fund, L.l.c.
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Dogwood Wealth Management LLC
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Norges Bank
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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Westpac Banking Corp
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Binnacle Investments Inc
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Daymark Wealth Partners, Llc
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Busey Wealth Management
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Intech Investment Management Llc
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Glenview Trust Co
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Wsfs Capital Management, Llc
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McMill Wealth Management
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Stonegate Investment Group, LLC
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Trifecta Capital Advisors, LLC
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Maryland Capital Advisors Inc.
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Stone House Investment Management, LLC
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GEM Asset Management, LLC
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Golden State Wealth Management, LLC
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
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Acropolis Investment Management, LLC
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GFS Advisors, LLC
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Citadel Advisors Llc
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Banco Bilbao Vizcaya Argentaria, S.a.
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Grove Bank & Trust
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Brookwood Investment Group LLC
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Abn Amro Investment Solutions
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Drexel Morgan & Co.
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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DiNuzzo Private Wealth, Inc.
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RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
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Aspect Partners, LLC
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Transcend Wealth Collective, Llc
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Blue Chip Partners, Inc.
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Summit X, LLC
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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Thoroughbred Financial Services, Llc
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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Keystone Financial Group
|
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Schroder Investment Management Group
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OneAscent Family Office, LLC
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Clough Global Opportunities Fund
|
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USS Investment Management Ltd
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Diversify Advisory Services, LLC
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Jackson Hole Capital Partners, LLC
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Callan Family Office, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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SkyOak Wealth, LLC
|
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Arbor Investment Advisors, LLC
|
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Fmr Llc
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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Millstone Evans Group, LLC
|
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Robeco Institutional Asset Management B.V.
|
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Spire Wealth Management
|
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Peapack Gladstone Financial Corp
|
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Family Investment Center, Inc.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
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Nations Financial Group Inc, /ia/ /adv
|
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Lazari Capital Management, Inc.
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
|
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WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
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|
|
Gifford Fong Associates
|
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|
Gsa Capital Partners Llp
|
|
|
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Cypress Wealth Services, LLC
|
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|
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|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Certus Wealth Management, LLC
|
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|
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|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
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Colonial Trust Co / SC
|
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Regions Financial Corp
|
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|
Pinnacle Financial Partners Inc
|
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Walker Asset Management, LLC
|
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Premier Path Wealth Partners, LLC
|
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|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
|
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|
RMB Capital Management, LLC
|
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|
|
|
|
Brandywine Global Investment Management, LLC
|
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|
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Fairvoy Private Wealth, LLC
|
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|
Legal & General Group Plc
|
|
|
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Mountain Hill Investment Partners Corp.
|
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|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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Texas Capital Bank Wealth Management Services Inc
|
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|
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|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
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|
Global Assets Advisory, LLC
|
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|
