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American National Bank
|
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Northstar Advisory Group, LLC
|
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|
Abn Amro Investment Solutions
|
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|
Sowell Financial Services LLC
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|
Linscomb & Williams, Inc.
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
ExodusPoint Capital Management, LP
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|
Syon Capital Llc
|
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|
Brookfield Asset Management Inc.
|
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|
Valued Wealth Advisors LLC
|
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Ashton Thomas Private Wealth, LLC
|
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|
DekaBank Deutsche Girozentrale
|
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|
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|
Parsons Capital Management Inc/ri
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Van Eck Associates Corp
|
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Scotia Capital Inc.
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Intech Investment Management Llc
|
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Strategic Advisors LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Wesbanco Bank Inc
|
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Janney Montgomery Scott LLC
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
Cambiar Investors Llc
|
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Credit Agricole S A
|
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Greenline Partners, LLC
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
Chilton Capital Management Llc
|
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Bollard Group LLC
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Meiji Yasuda Life Insurance Co
|
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Mirae Asset Global Investments Co., Ltd.
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TFB Advisors LLC
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|
Fairvoy Private Wealth, LLC
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|
Concord Wealth Partners
|
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IHT Wealth Management, LLC
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Wexford Capital Lp
|
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Defined Wealth Management, Llc
|
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|
Frazier Financial Advisors, LLC
|
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|
Resources Investment Advisors, LLC.
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Transce3nd, LLC
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New Republic Capital, LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Kingsview Wealth Management, LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
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|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
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|
Aletheian Wealth Advisors LLC
|
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Fsb Premier Wealth Management, Inc.
|
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Brookstone Capital Management
|
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IAG Wealth Partners, LLC
|
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Flaharty Asset Management, LLC
|
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Altshuler Shaham Ltd
|
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Hrt Financial Lp
|
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Jennison Associates Llc
|
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Adirondack Trust Co
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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CGC Financial Services, LLC
|
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Parcion Private Wealth LLC
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Savant Capital, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Klingman & Associates, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Park Avenue Securities Llc
|
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Sagefield Capital LP
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
California State Teachers Retirement System
|
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Simplex Trading, Llc
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Signature Wealth Management Group
|
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|
Bleakley Financial Group, LLC
|
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|
Group One Trading, L.p.
|
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|
Florida Financial Advisors, Llc
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
Chicago Partners Investment Group LLC
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
National Asset Management, Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
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|
Evoke Wealth, Llc
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Evelyn Partners Investment Management LLP
|
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|
Sumitomo Life Insurance Co
|
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|
Bridgewater Advisors Inc.
|
|
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|
CTC Alternative Strategies, Ltd.
|
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|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
SailingStone Capital Partners LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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LCM Capital Management Inc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Regions Financial Corp
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Austin Private Wealth, LLC
|
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|
Jfs Wealth Advisors, Llc
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New York Life Investment Management Llc
|
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V-Square Quantitative Management LLC
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Victory Capital Management Inc
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Richard W. Paul & Associates, LLC
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Everence Capital Management Inc
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Townsend & Associates, Inc
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Everhart Financial Group, Inc.
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LVW Advisors, LLC
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Clear Creek Financial Management, LLC
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Sharpepoint Llc
|
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Missouri Trust & Investment Co
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Wedmont Private Capital
|
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|
Mills Wealth Advisors LLC
|
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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|
Mutual Of America Capital Management Llc
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YOKE - EA Series Trust - Yoke Core ETF
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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Nordea Investment Management Ab
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SG Americas Securities, LLC
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RR Advisors, LLC
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Marino, Stram & Associates Llc
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National Pension Service
|
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Quadrant Capital Group Llc
|
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PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
Calamos Wealth Management LLC
|
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|
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|
Diversified Trust Co
|
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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Vista Investment Partners Ii, Llc
|
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|
Howard Hughes Medical Institute
|
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HFM Investment Advisors, LLC
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Captrust Financial Advisors
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Premier Path Wealth Partners, LLC
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PrairieView Partners, LLC
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|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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|
R.m.sincerbeaux Capital Management Llc
|
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SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
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Segall Bryant & Hamill, Llc
|
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Buckingham Strategic Partners
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
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|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
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|
Kayne Anderson Mlp Investment Co
|
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Mizuho Securities Usa Llc
|
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C M Bidwell & Associates Ltd
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Qrg Capital Management, Inc.
|
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Strs Ohio
|
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Generali Asset Management SPA SGR
|
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Opus Capital Group, LLC
|
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S&t Bank/pa
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
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|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
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|
|
Aries Wealth Management
|
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|
Toth Financial Advisory Corp
|
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|
CENTRAL TRUST Co
|
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|
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|
Horan Securities, Inc.
|
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|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
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|
Stokes Capital Advisors, LLC
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
|
Gibraltar Capital Management, Inc.
|
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|
Genesee Capital Advisors, LLC
|
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|
Crawford Investment Counsel Inc
|
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|
Loomis Sayles & Co L P
|
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|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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|
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|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Walnut Private Equity Partners, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Robertson Opportunity Capital, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Modern Wealth Management, LLC
|
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Wealthfront Advisers Llc
|
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Bartlett & Co. Wealth Management Llc
|
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Creekmur Asset Management LLC
|
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Integrity Alliance, Llc.
|
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Kayne Anderson Capital Advisors Lp
|
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|
Kessler Investment Group, LLC
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Crestwood Advisors Group LLC
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
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Kingswood Wealth Advisors, Llc
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Lord, Abbett & Co. Llc
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Fort Sheridan Advisors Llc
|
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Berry Wealth Group, LP
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Truist Financial Corp
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Anchor Pointe Wealth Management, LLC
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Cornerstone Wealth Group, LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
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|
DecisionPoint Financial, LLC
|
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|
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|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
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|
Fortitude Family Office, LLC
|
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|
Investment Management Corp of Ontario
|
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RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
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|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Insigneo Advisory Services, Llc
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Silvercrest Asset Management Group Llc
|
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|
Cwm, Llc
|
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
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|
LGT Financial Advisors LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Russell Investments Group, Ltd.
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Spears Abacus Advisors LLC
|
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|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
Presima Inc.
|
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Aperture Investors, LLC
|
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Mission Wealth Management, Lp
|
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Gulf International Bank (UK) Ltd
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
WCG Wealth Advisors LLC
|
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Ensign Peak Advisors, Inc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Bnp Paribas Arbitrage, Sa
|
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Caas Capital Management Lp
|
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FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
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|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
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|
Eventide Asset Management, Llc
|
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Thomasville National Bank
|
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|
Point72 Europe (London) LLP
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
StrongBox Wealth, LLC
|
|
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|
ASR Vermogensbeheer N.V.
|
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
Garde Capital, Inc.
|
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FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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|
Varma Mutual Pension Insurance Co
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Quantum Financial Advisors, LLC
|
|
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|
Td Asset Management Inc
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Wolff Wiese Magana Llc
|
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|
High Note Wealth, LLC
|
|
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|
Consolidated Portfolio Review Corp
|
|
|
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|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
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|
|
Bank Of Montreal /can/
|
|
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|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
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|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
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|
|
Mengis Capital Management, Inc.
|
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|
Cullen/frost Bankers, Inc.
|
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|
|
Gradient Investments LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
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|
Cape Investment Advisory, Inc.
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|
Hourglass Capital, Llc
|
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|
Kempen Capital Management N.v.
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|
Carr Financial Group Corp
|
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|
Sierra Ocean, Llc
|
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|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
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|
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|
Pictet Asset Management Holding SA
|
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Tokio Marine Asset Management Co Ltd
|
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KBC Group NV
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Bank of New York Mellon Corp
|
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Moseley Investment Management Inc
|
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Forte Capital Llc /adv
|
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NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
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|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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Guardian Capital Lp
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
Warburton Capital Management, LLC
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
First National Trust Co
|
|
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Bramshill Investments, LLC
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Advisory Alpha, LLC
|
|
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|
|
Mitsubishi UFJ Trust & Banking Corp
|
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|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
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|
Balyasny Asset Management Llc
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Compagnie Lombard Odier SCmA
|
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R Squared Ltd
|
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|
SCS Capital Management LLC
|
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Sit Investment Associates Inc
|
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|
|
Wealth Management Associates, Inc.
|
|
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|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Prestige Wealth Management Group LLC
|
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|
Northside Capital Management, LLC
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
BKD Wealth Advisors, LLC
|
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|
South Plains Financial, Inc.
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
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|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
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|
|
Deutsche Bank Ag\
|
|
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|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Mercuria Capital Strategies, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Morton Community Bank
|
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|
Samjo Management, LLC
|
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|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
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|
Scott & Selber, Inc.
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Adalta Capital Management LLC
|
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|
CoreCap Advisors, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Principal Financial Group Inc
|
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|
Consolidated Investment Group LLC
|
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|
Ceredex Value Advisors LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Chelsea Counsel Co
|
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|
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|
IFP Advisors, Inc
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
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|
Plato Investment Management Ltd
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
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|
Catalyst Funds Management Pty Ltd
|
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|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
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Golden State Wealth Management, LLC
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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Morgan Stanley
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
AlTi Global, Inc.
|
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Cerity Partners LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
BCS Private Wealth Management, Inc.
|
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Atlas Capital Advisors Llc
|
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Cooper Financial Group
|
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PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
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|
Jane Street Group, Llc
|
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Cultivar Capital, Inc.
|
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JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
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Artisan Partners Limited Partnership
|
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|
Commerce Bank
|
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|
Roble, Belko & Company, Inc
|
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|
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|
VSM Wealth Advisory, LLC
|
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|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Duncker Streett & Co Inc
|
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Wsfs Capital Management, Llc
|
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Allworth Financial LP
|
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Monetta Financial Services Inc
|
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
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|
Stockman Wealth Management, Inc.
|
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|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
TD Capital Management LLC
|
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|
Mount Lucas Management LP
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
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|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
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|
|
AlphaCore Capital LLC
|
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|
Arnhold LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
NODE - VanEck Funds - Onchain Economy ETF
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Glenmede Trust Co Na
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
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|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
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First Western Trust Bank
|
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Bell Investment Advisors, Inc
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Bare Financial Services, Inc
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Bay Harbor Wealth Management, LLC
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Solstein Capital, LLC
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Point72 Asia (Singapore) Pte. Ltd.
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Grove Bank & Trust
|
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Aspiriant, Llc
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Harvest Investment Advisors, LLC
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Versant Capital Management, Inc
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Sound Income Strategies, LLC
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DnB Asset Management AS
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Brasada Capital Management, Lp
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Kennebec Savings Bank
|
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Fox Run Management, L.l.c.
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Walleye Trading LLC
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XTX Topco Ltd
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Portfolio Design Labs, LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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L & S Advisors Inc
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CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
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Farmers & Merchants Trust Co of Chambersburg PA
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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New York State Teachers Retirement System
|
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BEAM Asset Management, LLC
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Fourth Dimension Wealth, LLC
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Great Lakes Retirement, Inc.
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Lmp Capital & Income Fund Inc.
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Evelyn Partners Investment Management Services Ltd
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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Capital Fund Management S.a.
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Rossby Financial, LCC
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Jmac Enterprises Llc
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Point72 (DIFC) Ltd
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Drive Wealth Management, Llc
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Edgestream Partners, L.P.
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Sonora Investment Management Group, LLC
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Fairman Group, LLC
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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Whittier Trust Co Of Nevada Inc
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RMB Capital Management, LLC
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First Manhattan Co
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Rafferty Asset Management, LLC
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Vestmark Advisory Solutions, Inc.
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Cigna Investments Inc /new
|
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PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
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IMC-Chicago, LLC
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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Adage Capital Partners Gp, L.l.c.
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Weybosset Research & Management Llc
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Militia Capital Partners, LP
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Blackstone Group Inc
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Mbb Public Markets I Llc
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Aventail Capital Group, LP
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Kayne Anderson Rudnick Investment Management Llc
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Davis Investment Partners, LLC
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Wealthcare Advisory Partners LLC
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Copia Wealth Management
|
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|
Blume Capital Management, Inc.
|
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VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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|
AGH Wealth Advisors, LLC
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Point72 Asset Management, L.P.
|
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Engineers Gate Manager LP
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
Washington Trust Advisors, Inc.
|
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|
GHP Investment Advisors, Inc.
|
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|
Mjp Associates Inc /adv
|
|
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|
|
Retirement Investment Advisors, Inc.
|
|
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
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|
Wells Fargo & Company/mn
|
|
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|
Maryland State Retirement & Pension System
|
|
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|
Adviser Investments LLC
|
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|
Wellington Shields & Co., LLC
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Sanders Morris Harris Llc
|
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|
Glenmede Investment Management, LP
|
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
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|
Vista Investment Partners Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Centered Wealth LLC dba Miller Equity Capital Advisors
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
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|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Shell Asset Management Co
|
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|
Vinva Investment Management Ltd
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Trexquant Investment LP
|
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|
Magnus Financial Group LLC
|
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|
Tortoise Energy Infrastructure Corp
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
Caxton Associates Llp
|
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|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
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|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Nbt Bank N A /ny
|
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|
Fmr Llc
|
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|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
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|
1832 Asset Management L.P.
|
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Two Sigma Securities, Llc
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
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|
|
Challenger Wealth Management
|
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|
Alpine Global Management, LLC
|
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|
Waddell & Associates, Llc
|
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|
Tradewinds Capital Management, LLC
|
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|
Ellis Investment Partners, LLC
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
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|
Squarepoint Ops LLC
|
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|
Wedbush Securities Inc
|
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|
Gamco Natural Resources, Gold & Income Trust
|
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|
Old Second National Bank Of Aurora
|
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|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
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|
Gabelli Funds Llc
|
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JNBA Financial Advisors
|
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Eagle Global Advisors Llc
|
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|
D.B. Root & Company, LLC
|
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|
Nemes Rush Group LLC
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
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|
LRI Investments, LLC
|
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|
Quantbot Technologies LP
|
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|
Bailard, Inc.
|
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|
Beacon Capital Management, LLC
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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|
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|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
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|
Central Bank & Trust Co
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
|
Sig Brokerage, Lp
|
|
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|
Riverview Trust Co
|
|
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
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|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
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|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Vega Investment Solutions
|
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Columbus Macro, LLC
|
|
|
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|
|
Meeder Asset Management Inc
|
|
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|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Ripple Effect Asset Management LP
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
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Pinnacle Wealth Planning Services, Inc.
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Birch Capital Management, LLC
|
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|
Founders Financial Alliance, LLC
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Aqr Capital Management Llc
|
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|
Welch & Forbes Llc
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Gibbs Wealth Management
|
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|
Pinnacle Financial Partners Inc
|
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|
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|
Consolidated Planning Corp
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Sterling Capital Management LLC
|
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|
Putnam Fl Investment Management Co
|
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|
Savvy Advisors, Inc.
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Kozak & Associates, Inc.
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Twinbeech Capital Lp
|
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Kiker Wealth Management, LLC
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MTM Investment Management, LLC
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Bell & Brown Wealth Advisors, Llc
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Aviva Plc
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
Two Sigma Investments, Lp
|
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Motco
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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OneAscent Investment Solutions LLC
|
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McBroom & Associates, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
Raleigh Capital Management Inc.
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Gotham Asset Management, LLC
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
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|
Westerkirk Capital Inc.
|
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
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Oppenheimer & Co Inc
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
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|
Pin Oak Investment Advisors Inc
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First Trust Advisors Lp
|
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Wetherby Asset Management Inc
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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Dakota Wealth Management
|
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Machina Capital S.a.s.
|
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Strategic Wealth Partners, Ltd.
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Beese Fulmer Investment Management, Inc.
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Parkside Financial Bank & Trust
|
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Bradley Foster & Sargent Inc/ct
|
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Scott Marsh Financial, LLC
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Nbc Securities, Inc.
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Weiss Asset Management LP
|
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Lee Financial Co
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
ProShare Advisors LLC
|
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|
Meridian Wealth Management, LLC
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Harvest Fund Management Co., Ltd
|
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HB Wealth Management, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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|
Mraz, Amerine & Associates, Inc.
|
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Congress Wealth Management LLC / DE /
|
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
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|
Toroso Investments, LLC
|
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|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
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|
FourThought Financial Partners, LLC
|
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Jag Capital Management, Llc
|
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Baker Tilly Financial, Llc
|
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Lavaca Capital Llc
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Barnett & Company, Inc.
|
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|
Hedges Asset Management LLC
|
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|
Ibex Wealth Advisors
|
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|
Graham Capital Management, L.P.
|
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|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
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|
McIlrath & Eck, LLC
|
|
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|
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|
Everett Harris & Co /ca/
|
|
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|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
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|
|
Quarry LP
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
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|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
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|
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|
Harbor Investment Advisory, Llc
|
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|
Ausbil Investment Management Ltd
|
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|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Kore Advisors LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Utah Retirement Systems
|
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|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
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|
Jones Financial Companies Lllp
|
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Total Investment Management Inc
|
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|
Pensionmark Financial Group, Llc
|
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KPP Advisory Services LLC
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
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|
New York State Common Retirement Fund
|
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|
Synovus Financial Corp
|
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Phillips Financial Management, Llc
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Coldstream Capital Management Inc
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Burney Co/
|
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GeoWealth Management, LLC
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Geneos Wealth Management Inc.
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Cresset Asset Management, LLC
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TFC Financial Management
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Deseret Mutual Benefit Administrators
|
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Aspect Partners, LLC
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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DT Investment Partners, LLC
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
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Texas Permanent School Fund
|
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Founders Capital Management
|
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BXM Wealth LLC
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Crowley Wealth Management, Inc.
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Fifth Third Wealth Advisors LLC
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Mml Investors Services, Llc
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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New Millennium Group LLC
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Atlantic Union Bankshares Corp
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Tritonpoint Wealth, Llc
|
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Cohen & Steers, Inc.
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RW Investment Management LLC
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Park Square Financial Group, LLC
|
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MainStay CBRE Global Infrastructure Megatrends Fund
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Ameritas Investment Partners, Inc.
|
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CWA Asset Management Group, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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Sachetta, LLC
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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Turtle Creek Wealth Advisors, LLC
|
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Essex Investment Management Co Llc
|
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Perennial Advisors, LLC
|
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Gsa Capital Partners Llp
|
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Vermillion Wealth Management, Inc.
|
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Vanguard Capital Wealth Advisors
|
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Y.D. More Investments Ltd
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
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Sage Mountain Advisors LLC
|
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BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Price T Rowe Associates Inc /md/
|
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|
Brandywine Global Investment Management, LLC
|
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Aspen Investment Management Inc
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Zacks Investment Management
|
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Manufacturers Life Insurance Company, The
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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E&G Advisors, LP
|
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Clarus Group, Inc.
|
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LGT Group Foundation
|
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N.E.W. Advisory Services LLC
|
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Aster Capital Management (DIFC) Ltd
|
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Johnson Bixby & Associates, LLC
|
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Nbw Capital Llc
|
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Mariner Investment Group Llc
|
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Greenleaf Trust
|
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|
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|
Olistico Wealth, LLC
|
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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|
First Foundation Advisors
|
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
TCTC Holdings, LLC
|
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|
Concurrent Investment Advisors, LLC
|
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|
Spdr S&p 500 Etf Trust
|
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|
Country Trust Bank
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
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|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
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|
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|
Smithfield Trust Co
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
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|
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|
Gateway Investment Advisers Llc
|
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|
Alyeska Investment Group, L.P.
|
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|
UniSuper Management Pty Ltd
|
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|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
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|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
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|
Soviero Asset Management, LP
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
|
Eastern Bank
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Dagco, Inc.
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Heritage Trust Co
|
|
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|
Calamos Advisors LLC
|
|
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|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
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|
|
Cushing Asset Management, Lp
|
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|
Pinnacle Associates Ltd
|
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|
Vestcor Inc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
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|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Md Sass Investors Services Inc
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
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Natixis Advisors, L.p.
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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United Asset Strategies, Inc.
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Vident Advisory, LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Sylvest Advisors, LLC
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
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Invesco Ltd.
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IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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BlackRock Capital Allocation Trust
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USS Investment Management Ltd
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Mitchell Capital Management Co
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Reaves Utility Income Fund
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Comerica Bank
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First County Bank /CT/
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
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Cottonwood Capital Advisors, Llc
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Bank of New Hampshire
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HF Advisory Group, LLC
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Meridian Wealth Advisors, LLC
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TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
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Zions Bancorporation, National Association /ut/
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
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Cohen Investment Advisors LLC
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Bedell Frazier Investment Counseling, LLC
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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Clean Energy Transition LLP
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Alpine Global Dynamic Dividend Fund
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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PDS Planning, Inc
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FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
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Mizuho Securities Usa Llc
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GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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J. W. Coons Advisors, LLC
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PDT Partners, LLC
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Argent Advisors, Inc.
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Harbour Trust & Investment Management Co
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
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SPC Financial, Inc.
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SJS Investment Consulting Inc.
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Nebula Research & Development LLC
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
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Cambridge Financial Group, Inc.
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Thoroughbred Financial Services, Llc
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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APG Asset Management N.V.
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Federation des caisses Desjardins du Quebec
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
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NorthRock Partners, LLC
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Horizon Funds - Centre Global Infrastructure Fund Investor Class
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Bahl & Gaynor Inc
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
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Everpar Advisors Llc
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Maven Securities LTD
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Robeco Institutional Asset Management B.V.
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Bingham Private Wealth, Llc
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Beverly Hills Private Wealth, LLC
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Accordant Advisory Group Inc
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Stone House Investment Management, LLC
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BWM Planning, LLC
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Highline Wealth Partners Llc
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Quest Investment Management Llc
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
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SummitTX Capital, L.P.
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DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
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Freedom Day Solutions, LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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Fft Wealth Management Llc
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Abound Wealth Management
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Albion Financial Group /ut
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YANKCOM Partnership
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
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Erste Asset Management GmbH
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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bLong Financial, LLC
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PUREfi Wealth, LLC
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Community Bank, N.A.
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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Blue Zone Wealth Advisors, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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Legacy Financial Strategies, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Canada Post Corp Registered Pension Plan
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Hemington Wealth Management
|
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Fayez Sarofim & Co
|
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Securian Asset Management, Inc
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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Envestnet Portfolio Solutions, Inc.
|
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AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
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MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
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Keel Point, LLC
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Profunds - Profund Vp Large-cap Growth
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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Cfm Wealth Partners Llc
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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Botty Investors LLC
|
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Midwest Trust Co
|
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DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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Stableford Capital Ii Llc
|
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May Barnhard Investments LLC
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
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|
Clark Capital Management Group, Inc.
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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|
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|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Yousif Capital Management, Llc
|
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|
Cornerstone Advisors, LLC
|
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|
First Commonwealth Financial Corp /pa/
|
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GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
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|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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|
Leavell Investment Management, Inc.
|
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TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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Corigliano Investment Advisers, LLC
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
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|
