|
Alberta Investment Management Corp
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
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|
Oxford Asset Management Llp
|
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
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|
Enhancing Capital LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
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|
S&co Inc
|
|
|
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|
Pines Wealth Management, LLC
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|
|
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|
LRI Investments, LLC
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|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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|
Novak & Powell Financial Services, Inc.
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|
Schneider Downs Wealth Management Advisors, LP
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
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|
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|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
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|
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|
Diversified Trust Co
|
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|
Van Hulzen Asset Management, LLC
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
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|
River Wealth Advisors LLC
|
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|
Brookstone Capital Management
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
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|
IFP Advisors, Inc
|
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|
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Hunter Associates Investment Management Llc
|
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|
Applied Finance Capital Management, LLC
|
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|
Allworth Financial LP
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
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|
Calamos Wealth Management LLC
|
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|
|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
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|
Principal Financial Group Inc
|
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|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Jane Street Group, Llc
|
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|
Modera Wealth Management, LLC
|
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|
Fiera Capital Corp
|
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
Richardson Financial Services Inc.
|
|
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|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Y.D. More Investments Ltd
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
FSM Wealth Advisors, LLC
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
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|
Nautilus Advisors LLC
|
|
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|
Richard C. Young & CO., LTD.
|
|
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|
Millstone Evans Group, LLC
|
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|
CPA Asset Management LLC
|
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|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
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|
Welch Group, LLC
|
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|
Diversify Advisory Services, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
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|
Plato Investment Management Ltd
|
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Checchi Capital Advisers, LLC
|
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Nfj Investment Group, Llc
|
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|
Prosperity Wealth Management, Inc.
|
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|
Meeder Asset Management Inc
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Sageworth Trust Co
|
|
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|
Financial Perspectives, Inc
|
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Granite FO LLC
|
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Clear Investment Research, Llc
|
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JNBA Financial Advisors
|
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Profunds - Profund Vp Large-cap Value
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
Sonora Investment Management Group, LLC
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Meeder Advisory Services, Inc.
|
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Kathmere Capital Management, LLC
|
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Artisan Partners Limited Partnership
|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
Hughes Financial Services, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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Deseret Mutual Benefit Administrators
|
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NorthRock Partners, LLC
|
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Compass Wealth Management LLC
|
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Argyle Capital Management Inc.
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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Legacy Wealth Asset Management, LLC
|
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Lyell Wealth Management, Lp
|
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Golden State Wealth Management, LLC
|
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San Luis Wealth Advisors LLC
|
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Bay Harbor Wealth Management, LLC
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Envestnet Asset Management Inc
|
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Spirepoint Private Client, Llc
|
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Savvy Advisors, Inc.
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
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|
WealthTrust Axiom LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
Resonant Capital Advisors, LLC
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
AlphaCore Capital LLC
|
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Evanson Asset Management, LLC
|
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Lowe Brockenbrough & Co Inc
|
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Marshall Wace, Llp
|
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|
Gifford Fong Associates
|
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|
Ronald Blue Trust, Inc.
|
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RKL Wealth Management LLC
|
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|
Meritage Portfolio Management
|
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|
Hemington Wealth Management
|
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|
Wealthcare Advisory Partners LLC
|
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|
Financial Guidance Group, Inc.
|
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Martingale Asset Management L P
|
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|
Hanson & Doremus Investment Management
|
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|
Penserra Capital Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
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|
DAVENPORT & Co LLC
|
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|
Leigh Baldwin & Co., Llc
|
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Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
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|
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|
Great Lakes Retirement, Inc.
|
|
|
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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|
Qtron Investments LLC
|
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|
Lindbrook Capital, Llc
|
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|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
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|
Twin Lakes Capital Management, LLC
|
|
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|
|
|
Biltmore Family Office, LLC
|
|
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|
Nordea Investment Management Ab
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Smith, Salley & Associates
|
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Midwest Trust Co
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CI Private Wealth, LLC
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XTX Topco Ltd
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Atlantic Union Bankshares Corp
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Atlas Brown,Inc.
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Hollencrest Capital Management
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Atticus Wealth Management, Llc
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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Affinity Wealth Management Llc
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BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
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Sharp Financial Services, LLC
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Resources Investment Advisors, LLC.
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Allspring Global Investments Holdings, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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West Paces Advisors Inc.
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Sumitomo Mitsui DS Asset Management Company, Ltd
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
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Gabelli Funds Llc
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Bank Of Hawaii
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Stonegate Investment Group, LLC
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Park National Corp /oh/
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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Connors Investor Services Inc
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Granite Group Advisors, LLC
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NEOS Investment Management LLC
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rhino investment partners, Inc
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DnB Asset Management AS
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Oppenheimer Asset Management Inc.
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
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KG&L Capital Management,LLC
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Woodward Diversified Capital, Llc
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Holistic Financial Partners
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Powers Advisory Group, LLC
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Yousif Capital Management, Llc
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Northeast Financial Group, Inc.
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Avanza Fonder AB
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Carr Financial Group Corp
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Legacy Private Trust Co.
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RFG Advisory, LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Onefund, Llc
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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Investment Management Corp of Ontario
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
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Golden State Equity Partners
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
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waypoint wealth counsel
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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HBK Sorce Advisory LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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Kera Capital Partners, Inc.
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Bank & Trust Co
|
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Pine Harbor Wealth Management, LLC
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Baldwin Investment Management, LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Comerica Bank
|
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Twin Peaks Wealth Advisors, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Code Waechter LLC
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Quantbot Technologies LP
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Verition Fund Management LLC
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Connecticut Wealth Management, LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Tower Wealth Partners, Inc.
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Arizona State Retirement System
|
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Janney Capital Management LLC
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Taylor Financial Group, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Northwestern Mutual Investment Management Company, Llc
|
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Schonfeld Strategic Advisors LLC
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Rockland Trust Co
|
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Cordatus Wealth Management LLC
|
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Allegheny Financial Group LTD
|
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Pallas Capital Advisors LLC
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Bowen Hanes & Co Inc
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Sierra Ocean, Llc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Strs Ohio
|
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Oppenheimer & Co Inc
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Advisory Services Network, LLC
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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Congress Wealth Management LLC / DE /
|
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Clean Yield Group
|
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|
Pacer Advisors, Inc.
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Xponance, Inc.
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Asset Management One Co., Ltd.
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Tokio Marine Asset Management Co Ltd
|
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Balyasny Asset Management Llc
|
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Core Alternative Capital
|
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|
Bradley Foster & Sargent Inc/ct
|
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Alta Advisers Ltd
|
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|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
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|
Natural Investments, Llc
|
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Hager Investment Management Services, Llc
|
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|
Handelsbanken Fonder AB
|
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|
Kentucky Retirement Systems
|
|
|
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|
Kovack Advisors, Inc.
|
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Commerce Bank
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Neville Rodie & Shaw Inc
|
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|
|
Mechanics Financial Corp
|
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|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
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|
LFA - Lugano Financial Advisors SA
|
|
|
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|
Main Street Financial Solutions, LLC
|
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|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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|
Philadelphia Trust Co
|
|
|
|
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|
Cornerstone Advisors, LLC
|
|
|
|
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|
Activest Wealth Management
|
|
|
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|
Dakota Wealth Management
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
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|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
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|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
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|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
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|
|
Toth Financial Advisory Corp
|
|
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|
|
Cetera Investment Advisers
|
|
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|
|
|
PFG Advisors
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
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|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
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Regent Peak Wealth Advisors LLC
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Capital Fund Management S.a.
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Carson Advisory Inc.
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Catalyst Capital Advisors LLC
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Viking Fund Management Llc
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Rockefeller Capital Management L.P.
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
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BLPIX - Profunds - Bull Profund Investor Class
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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Keystone Financial Group
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Squarepoint Ops LLC
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
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Pullen Investment Management, LLC
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Court Place Advisors, LLC
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Heritage Wealth Advisors
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Erste Asset Management GmbH
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Marcum Wealth, LLC
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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Beacon Financial Advisory LLC
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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EP Wealth Advisors, Inc.
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Aqr Capital Management Llc
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Skandinaviska Enskilda Banken AB (publ)
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Tiaa Trust, National Association
|
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Sarver Vrooman Wealth Advisors
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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PBMares Wealth Management LLC
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First Hawaiian Bank
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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Schechter Investment Advisors, LLC
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Trust Asset Management LLC
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Acadian Asset Management Llc
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Allianz Se
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Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
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Valeo Financial Advisors, LLC
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Mutual Of America Capital Management Llc
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Ancora Advisors, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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Heritage Wealth Management, Inc.
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Moody Lynn & Lieberson, Llc
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Legal & General Group Plc
|
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Excalibur Management Corp
|
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Sunpointe, LLC
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Lloyd Advisory Services, LLC.
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
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Westover Capital Advisors, LLC
|
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Stephenson National Bank & Trust
|
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Caldwell Securities, Inc
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South Dakota Investment Council
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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PDS Planning, Inc
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
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Great Lakes Advisors, Llc
|
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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Burt Wealth Advisors
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Colony Group, LLC
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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Snowden Capital Advisors LLC
|
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Patrick M Sweeney & Associates, Inc
|
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|
Portside Wealth Group, LLC
|
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|
Chung Wu Investment Group, LLC
|
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|
Eqis Capital Management, Inc.
|
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Dunhill Financial, LLC
|
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Bell Investment Advisors, Inc
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Freestone Grove Partners LP
|
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|
Bridgewater Associates, LP
|
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|
Wealth Management Associates, Inc.
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Gardner Russo & Quinn Llc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
Brookwood Investment Group LLC
|
|
|
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Avantax Planning Partners, Inc.
|
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|
Fox Run Management, L.l.c.
|
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|
KBC Group NV
|
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
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|
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|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
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|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
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|
Ascent Group, LLC
|
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|
Robeco Institutional Asset Management B.V.
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
Wsfs Capital Management, Llc
|
|
|
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Cullen/frost Bankers, Inc.
|
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|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
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|
Community Financial Services Group, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Quadrature Capital Ltd
|
|
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Junto Capital Management LP
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
|
|
|
CIBC Asset Management Inc
|
|
|
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|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
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|
Wealthquest Corp
|
|
|
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|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
Ambassador Advisors, LLC
|
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|
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|
|
Fi3 FINANCIAL ADVISORS, LLC
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
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Lazard Asset Management Llc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Flaharty Asset Management, LLC
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
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|
BlackRock, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
|
Avenir Corp
|
|
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Public Employees Retirement System Of Ohio
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
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Home Federal Bank Of Tennessee
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Eagle Wealth Strategies Llc
|
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Utah Retirement Systems
|
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Brown Brothers Harriman & Co
|
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Franklin Street Advisors Inc /nc
|
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Wealth Enhancement Advisory Services, Llc
|
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Redmond Asset Management, LLC
|
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Northwestern Mutual Wealth Management Co
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Staley Capital Advisers Inc
|
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United Capital Financial Advisers, Llc
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
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AustralianSuper Pty Ltd
|
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|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
HFM Investment Advisors, LLC
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|
Wells Fargo & Company/mn
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Cerity Partners LLC
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
|
Engineers Gate Manager LP
|
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|
St Germain D J Co Inc
|
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Blake Schutter Theil Wealth Advisors, LLC
|
|
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|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
D. E. Shaw & Co., Inc.
|
|
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Profunds - Profund Vp Banks
|
|
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|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
|
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|
Neuberger Berman Group LLC
|
|
|
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|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
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|
Fiduciary Financial Group, Llc
|
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|
Harvest Investment Advisors, LLC
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
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|
Essex Financial Services, Inc.
|
|
|
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|
|
Wealthfront Advisers Llc
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Maple Capital Management, Inc.
|
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Reuter James Wealth Management, Llc
|
|
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|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
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|
|
Mill Capital Management, LLC
|
|
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|
|
Peak6 Llc
|
|
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|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
City State Bank
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
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|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
State of New Jersey Common Pension Fund D
|
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Dark Forest Capital Management Lp
|
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Norinchukin Bank, The
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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Prelude Capital Management, Llc
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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Barclays Plc
|
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Assenagon Asset Management S.A.
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We Are One Seven, LLC
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Personal Cfo Solutions, Llc
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Moneta Group Investment Advisors Llc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
JCIC Asset Management Inc.
|
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|
AlTi Global, Inc.
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Ransom Advisory, Ltd
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
|
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|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
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|
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|
Nuveen, LLC
|
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Fiduciary Group LLC
|
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Brown, Lisle/cummings, Inc.
|
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First County Bank /CT/
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Morse Asset Management, Inc
|
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Sentry Investment Management Llc
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Gilbert & Cook, Inc.
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Northeast Financial Consultants Inc
|
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
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|
|
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|
Sigma Planning Corp
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
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|
Texas Permanent School Fund
|
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|
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
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Lido Advisors, LLC
|
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|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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Raab & Moskowitz Asset Management LLC
|
|
|
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|
Calton & Associates, Inc.
|
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EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
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Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
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|
Novem Group
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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BancorpSouth Bank
|
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Catalytic Wealth RIA, LLC
|
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Edgestream Partners, L.P.
|
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State of Tennessee, Treasury Department
|
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|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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Prudential Financial Inc
|
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Commerzbank Aktiengesellschaft /fi
|
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Atom Investors LP
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Integrated Investment Consultants, LLC
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Cigna Investments Inc /new
|
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FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
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Fort Washington Investment Advisors Inc /oh/
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Point72 Asset Management, L.P.
|
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Vinva Investment Management Ltd
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Grandview Asset Management LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Credit Agricole S A
|
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Wolff Wiese Magana Llc
|
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Apollon Wealth Management, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Fortress Financial Group, Llc
|
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Sandy Spring Bank
|
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Ferguson Wellman Capital Management, Inc
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OMERS ADMINISTRATION Corp
|
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Norden Group Llc
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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Dougherty Wealth Advisers LLC
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
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JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Whalerock Point Partners, Llc
|
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Parkside Financial Bank & Trust
|
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Westside Investment Management, Inc.
|
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Us Bancorp \de\
|
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Montag A & Associates Inc
|
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
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|
BRYN MAWR TRUST Co
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
Beutel, Goodman & Co Ltd.
|
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|
Adirondack Trust Co
|
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|
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|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
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|
Lakeridge Wealth Management LLC
|
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|
Bayview Asset Management, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Windward Private Wealth Management Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
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|
Axq Capital, Lp
|
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O'shaughnessy Asset Management, Llc
|
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|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
Greenfield Savings Bank
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Sterling Capital Management LLC
|
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|
Schulhoff & Co Inc
|
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Shepherd Kaplan Krochuk, Llc
|
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|
Skopos Labs, Inc.
|
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FIL Ltd
|
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Chilton Investment Co Llc
|
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Delta Accumulation, LLC
|
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YANKCOM Partnership
|
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Sofos Investments, Inc.
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|
GeoWealth Management, LLC
|
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Salem Investment Counselors Inc
|
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|
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|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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|
Russell Investments Group, Ltd.
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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USS Investment Management Ltd
|
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Signaturefd, Llc
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Marathon Capital Management
|
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Impax Asset Management Group plc
|
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West Financial Advisors, LLC
|
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B. Metzler seel. Sohn & Co. AG
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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ORG Partners LLC
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Steward Partners Investment Advisory, Llc
|
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GPS Wealth Strategies Group, LLC
|
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|
Armstrong Advisory Group, Inc
|
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|
Clear Street Markets Llc
|
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Mount Yale Investment Advisors, LLC
|
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PKS Advisory Services, LLC
|
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Francis Financial, Inc.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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REAP Financial Group, LLC
|
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Concord Wealth Partners
|
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Bruce G. Allen Investments, LLC
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Linscomb & Williams, Inc.
|
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Flagship Harbor Advisors, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Argent Trust Co
|
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Journey Strategic Wealth Llc
|
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Strategic Blueprint, LLC
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
First Trust Enhanced Equity Income Fund
|
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|
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|
17 Capital Partners, Llc
|
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Berkeley Capital Partners, LLC
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
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|
denkapparat Operations GmbH
|
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|
Rossby Financial, LCC
|
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|
Capital Asset Advisory Services LLC
|
|
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|
Callan Family Office, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
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|
Nicolet Advisory Services, Llc
|
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|
|
|
Lighthouse Investment Partners, LLC
|
|
|
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|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Exchange Bank
|
|
|
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|
|
Gold Investment Management Ltd.
|
|
|
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|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
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Knightsbridge Asset Management, Llc
|
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Hennion & Walsh Asset Management, Inc.
|
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|
Godsey & Gibb Associates
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
True Wealth Design, LLC
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|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
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|
Cornerstone Total Return Fund Inc
|
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|
Hengehold Capital Management Llc
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Headlands Technologies LLC
|
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|
West Oak Capital, LLC
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|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
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|
Bard Financial Services, Inc.
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Spire Wealth Management
|
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Tortoise Investment Management, LLC
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Clifford Swan Investment Counsel Llc
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Amundi
|
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InvesTrust
|
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SRS Capital Advisors, Inc.
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Platform Technology Partners
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Lombard Odier Asset Management (Switzerland) SA
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Shepherd Financial Partners LLC
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Atria Investments Llc
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Quaker Wealth Management, LLC
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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Resona Asset Management Co.,Ltd.
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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First City Capital Management, Inc.
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Perpetual Ltd
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Covestor Ltd
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
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|
Founders Financial Securities Llc
|
|
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|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
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|
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
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|
Illinois Municipal Retirement Fund
|
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|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
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|
Bogart Wealth, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Zions Bancorporation, National Association /ut/
|
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Prestige Wealth Management Group LLC
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Pathstone Holdings, LLC
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Harbor Investment Advisory, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
Financially Speaking Inc
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Summit Global Investments
|
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Glenmede Investment Management, LP
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Thrive Wealth Management, LLC
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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Synovus Financial Corp
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Picton Mahoney Asset Management
|
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|
Covington Investment Advisors Inc.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
Collective Family Office Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
Anderson Hoagland & Co
|
|
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|
|
Roxbury Financial LLC
|
|
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|
|
|
Transcend Wealth Collective, Llc
|
|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
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|
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|
Abundance Wealth Counselors
|
|
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|
Mizuho Securities Usa Llc
|
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|
Abn Amro Investment Solutions
|
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Drive Wealth Management, Llc
|
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|
Insigneo Advisory Services, Llc
|
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
|
Socorro Asset Management LP
|
|
|
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|
|
Berkshire Bank
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
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|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
|
Delta Financial Group, Inc.
|
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|
Michael S. Ryan, Inc.
|
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Bank Of Nova Scotia
|
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Enterprise Financial Services Corp
|
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Bank Of America Corp /de/
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
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|
Avalon Trust Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Ubs Asset Management Americas Inc
|
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|
Bank of Jackson Hole Trust
|
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|
Purkiss Capital Advisors LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
Mather Group, Llc.
|
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LMR Partners LLP
|
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Brian Low Financial Group, Llc
|
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Chesapeake Wealth Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
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|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Compagnie Lombard Odier SCmA
|
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Exchange Traded Concepts, Llc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
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|
|
|
Essex Savings Bank
|
|
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|
First American Bank
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Northwest Bancshares, Inc.
|
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|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Kingswood Wealth Advisors, Llc
|
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Emprise Bank
|
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Mendel Money Management
|
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Foster Dykema Cabot & Partners, Llc
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
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SC&H Financial Advisors, Inc.
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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MAI Capital Management
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Fruth Investment Management
|
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State Board Of Administration Of Florida Retirement System
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
National Bank Of Canada /fi/
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
Two Sigma Securities, Llc
|
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|
Washington Trust Advisors, Inc.
|
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Becker Capital Management Inc
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Charter Trust Co
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Twin Capital Management Inc
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
|
|
North Ridge Wealth Advisors, Inc.
|
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Claro Advisors LLC
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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|
Delta Global Management LP
|
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|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
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|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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|
OmniStar Financial Group, Inc.
|
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|
Victory Capital Management Inc
|
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Glenview Trust Co
|
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|
United Bank
|
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|
Quest Partners LLC
|
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|
Metis Global Partners, LLC
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Forum Financial Management, LP
|
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|
Jacobi Capital Management LLC
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
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|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
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Blair William & Co/il
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
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Curbstone Financial Management Corp
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Brown Miller Wealth Management, LLC
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Brass Tax Wealth Management, Inc
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D.B. Root & Company, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
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Marion Wealth Management
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Sage Mountain Advisors LLC
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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Pnc Financial Services Group, Inc.
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
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ARS Wealth Advisors Group, LLC
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Farmers & Merchants Investments Inc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Syon Capital Llc
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
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Asset Dedication, LLC
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
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Choate Investment Advisors
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PrairieView Partners, LLC
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Bleakley Financial Group, LLC
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Ledyard National Bank
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Mount Vernon Associates Inc /md/
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Financial Gravity Companies, Inc.
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Parkworth Wealth Management, Inc.
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PFG Investments, LLC
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Hancock Whitney Corp
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Cibc World Markets Corp
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Venture Visionary Partners LLC
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Master's Wealth Management Inc.
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Brandywine Oak Private Wealth Llc
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Money Concepts Capital Corp
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Ensign Peak Advisors, Inc
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Crews Bank & Trust
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RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
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Nicholas Hoffman & Company, LLC.
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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UBS Group AG
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Ocean Capital Management, LLC
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Good Life Advisors, LLC
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GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
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MainStreet Investment Advisors LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
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Jfs Wealth Advisors, Llc
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Buckhead Capital Management Llc
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Caitlin John, LLC
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Janney Montgomery Scott LLC
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BHK Investment Advisors, LLC
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
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Clarius Group, LLC
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VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
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Carlson Capital L P
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Red Wave Investments LLC
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Johnson Investment Counsel Inc
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Glass Jacobson Investment Advisors llc
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Moloney Securities Asset Management, LLC
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Constant Guidance Financial LLC
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
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UNIVEST FINANCIAL Corp
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Stephens Consulting, LLC
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Kovitz Investment Group Partners, LLC
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Everett Harris & Co /ca/
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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Capital Market Strategies LLC
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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Vise Technologies, Inc.
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Amalgamated Bank
|
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First Manhattan Co
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Windsor Capital Management, LLC
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Stableford Capital Ii Llc
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Wayfinding Financial, LLC
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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Painted Porch Advisors LLC
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Smith Chas P & Associates Pa Cpas
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Slocum, Gordon & Co LLP
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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Graypoint LLC
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Wood Tarver Financial Group, LLC
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Peoples Financial Services Corp.
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Eagle Bay Advisors LLC
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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Tocqueville Asset Management L.p.
|
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Fifth Third Bancorp
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Santori & Peters, Inc.
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Geode Capital Management, Llc
|
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CENTRAL TRUST Co
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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North Star Investment Management Corp.
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Riggs Asset Managment Co. Inc.
|
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Captrust Financial Advisors
|
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Bridgewater Advisors Inc.
|
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|
National Pension Service
|
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|
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Private Trust Co Na
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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Trinity Legacy Partners, LLC
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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|
Groupama Asset Managment
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Atlantic Trust, LLC
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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Empire Life Investments Inc.
|
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Beverly Hills Private Wealth, LLC
|
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Alecta Pensionsforsakring, Omsesidigt
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Aigen Investment Management, Lp
|
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|
DMG Group, LLC
|
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|
Belpointe Asset Management LLC
|
|
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|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
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|
Conning Inc.
|
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
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Easterly Investment Partners Llc
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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Winton Capital Group Ltd
|
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Salomon & Ludwin, LLC
|
|
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
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Mystic Asset Management, Inc.
|
|
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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OMNI 360 Wealth, Inc.
|
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Thrivent Financial For Lutherans
|
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|
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Anfield Capital Management, LLC
|
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Bristlecone Advisors, LLC
|
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Ameritas Investment Partners, Inc.
|
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|
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Wealth Preservation Advisors, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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Rodgers Brothers Inc.
|
|
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LGT Financial Advisors LLC
|
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|
Capital A Wealth Management, LLC
|
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|
GM Advisory Group, Inc.
|
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Convergence Investment Partners, LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
|
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|
Jaffetilchin Investment Partners, LLC
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Aaron Wealth Advisors LLC
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|
