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LVW Advisors, LLC
|
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|
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
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|
|
Fundamentun, Llc
|
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|
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|
|
Bank Of America Corp /de/
|
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|
Calamos Advisors LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Cushing Capital Partners, LLC
|
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SRS Capital Advisors, Inc.
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Weaver C. Barksdale & Associates, Inc.
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|
Meeder Advisory Services, Inc.
|
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Railway Pension Investments Ltd
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
CIBC Private Wealth Group, LLC
|
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|
Moseley Investment Management Inc
|
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Salomon & Ludwin, LLC
|
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New York Life Investment Management Llc
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Silvant Capital Management LLC
|
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Vaughan David Investments Inc/il
|
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Mn Services Vermogensbeheer B.V.
|
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Hughes Financial Services, LLC
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Ameritas Advisory Services, LLC
|
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Graypoint LLC
|
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|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
AlphaStar Capital Management, LLC
|
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TKG Advisors, LLC
|
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State of Alaska, Department of Revenue
|
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HFM Investment Advisors, LLC
|
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NWF Advisory Services Inc.
|
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Stolper Co
|
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Howard Capital Management Inc.
|
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Candriam Luxembourg S.C.A.
|
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VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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|
Fiduciary Trust Co
|
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|
Wellington Shields Capital Management, LLC
|
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|
Webster Bank, N. A.
|
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|
Advisors Preferred, LLC
|
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TSA Wealth Managment LLC
|
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Rafferty Asset Management, LLC
|
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Chiron Capital Management, Llc
|
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Madison Asset Management, LLC
|
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Cullen/frost Bankers, Inc.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
American Trust
|
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|
Eventide Asset Management, Llc
|
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First PREMIER Bank
|
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McAdam, LLC
|
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Farmers Trust Co
|
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Walleye Capital LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
California Public Employees Retirement System
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
Dividend Asset Capital, Llc
|
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|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
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|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Aviva Plc
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
Crossmark Global Holdings, Inc.
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Victory Capital Management Inc
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
LGT Fund Management Co Ltd.
|
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|
Verity & Verity, LLC
|
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|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
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|
GFG Capital, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
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Rnc Capital Management Llc
|
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Avanza Fonder AB
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
1858 Wealth Management, Llc
|
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Prudential Plc
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Premier Path Wealth Partners, LLC
|
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ForthRight Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Radnor Capital Management, LLC
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Rahlfs Capital, Llc
|
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
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|
Magnetar Financial LLC
|
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Cornerstone Wealth Group, LLC
|
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Beacon Financial Group
|
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|
Edmp, Inc.
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Wallington Asset Management, LLC
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Northwestern Mutual Wealth Management Co
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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KPP Advisory Services LLC
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Global Financial Private Client, LLC
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Dorsey Wright & Associates
|
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Shilanski & Associates, Inc.
|
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Gulf International Bank (UK) Ltd
|
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Hikari Tsushin, Inc.
|
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Hgk Asset Management Inc
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Means Investment Co., Inc.
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Bogart Wealth, LLC
|
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Prospera Financial Services Inc
|
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Jpmorgan Chase & Co
|
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Axxcess Wealth Management, Llc
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Smith & Howard Wealth Management, LLC
|
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B & T Capital Management DBA Alpha Capital Management
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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GPS Wealth Strategies Group, LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Delta Financial Advisors Llc
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Lazard Asset Management Llc
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Murphy & Mullick Capital Management Corp
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BLPIX - Profunds - Bull Profund Investor Class
|
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Claris Financial LLC
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Kinloch Capital, LLC
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
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Philadelphia Trust Co
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Keel Point, LLC
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Verdence Capital Advisors LLC
|
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Cambria Investment Management, L.P.
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Barnes Pettey Financial Advisors, Llc
|
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Brinker Capital Investments, LLC
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
HighPoint Advisor Group LLC
|
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Laidlaw Wealth Management LLC
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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Clarity Financial LLC
|
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Citizens National Bank Trust Department
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Napatree Capital Llc
|
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Trillium Asset Management, Llc
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Wbh Advisory Inc
|
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|
Wells Fargo & Company/mn
|
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West Financial Advisors, LLC
|
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|
Two Sigma Securities, Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Qtron Investments LLC
|
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|
True Wealth Design, LLC
|
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|
Benjamin Edwards Inc
|
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|
Mv Capital Management, Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
CIBC World Markets Inc.
|
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|
Phillips Wealth Planners LLC
|
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|
Chicago Partners Investment Group LLC
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
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|
|
Nuveen, LLC
|
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|
|
QV Investors Inc.
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
IAK - iSHARES TRUST - iShares U.S. Insurance ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Royal London Asset Management Ltd
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Ameriprise Financial Inc
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Financial Engines Advisors L.L.C.
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Greatmark Investment Partners, Inc.
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SeaBridge Investment Advisors LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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Fisher Asset Management, LLC
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Kovack Advisors, Inc.
|
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Steel Peak Wealth Management LLC
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Smartleaf Asset Management LLC
|
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Sunburst Financial Group, LLC
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Old National Bancorp /in/
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First Affirmative Financial Network
|
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Hrt Financial Lp
|
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Tower Research Capital LLC (TRC)
|
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Sound View Wealth Advisors Group, LLC
|
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Global Wealth Strategies & Associates
|
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
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Burney Co/
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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First National Corp /ma/ /adv
|
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TFG Advisers LLC
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Commerzbank Aktiengesellschaft /fi
|
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Inceptionr Llc
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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SkyOak Wealth, LLC
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Woodmont Investment Counsel Llc
|
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Key FInancial Inc
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Zullo Investment Group, Inc.
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Measured Wealth Private Client Group, LLC
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
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Transform Wealth, LLC
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Sandy Spring Bank
|
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Koshinski Asset Management, Inc.
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Congress Wealth Management LLC / DE /
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Wayfinding Financial, LLC
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Spirepoint Private Client, Llc
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Modera Wealth Management, LLC
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Quadrant Capital Group Llc
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Ameriflex Group, Inc.
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Aspect Partners, LLC
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Ontario Teachers Pension Plan Board
|
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Pacific Center for Financial Services
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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apricus wealth, LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Kathmere Capital Management, LLC
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McElhenny Sheffield Capital Management, LLC
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EP Wealth Advisors, Inc.
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Beaird Harris Wealth Management, LLC
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Bridges Investment Management Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Whalerock Point Partners, Llc
|
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Mission Wealth Management, Lp
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Td Private Client Wealth Llc
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
Arlington Trust Co LLC
|
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Hemington Wealth Management
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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Perissos Private Wealth Management, LLC
|
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Syverson Strege & Co
|
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Nearwater Capital Markets, Ltd
|
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|
Kestra Private Wealth Services, Llc
|
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Southeast Asset Advisors Inc.
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
Wedmont Private Capital
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
New Age Alpha Advisors, LLC
|
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|
Dean Investment Associates, Llc
|
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|
Choate Investment Advisors
|
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Silver Coast Investments LLC
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
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|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
|
Macquarie Group Ltd
|
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|
Simon Quick Advisors, Llc
|
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|
Pacitti Group Inc.
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
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|
|
AIMZ Investment Advisors, LLC
|
|
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|
Horizon Kinetics Asset Management Llc
|
|
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|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
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|
|
California State Teachers Retirement System
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
ADIV - GUINNESS ATKINSON FUNDS - SmartETFs Asia Pacific Dividend Builder ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
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|
|
|
|
Inspire Advisors, LLC
|
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|
Cobler Capital Management, LLC
|
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|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
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|
Charles Schwab Investment Management Inc
|
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|
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|
|
Westside Investment Management, Inc.
|
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|
Golden State Wealth Management, LLC
|
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|
|
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|
Global Retirement Partners, LLC
|
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|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
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|
|
Sienna Gestion
|
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|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
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|
Vision Capital Management, Inc.
|
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|
PFG Advisors
|
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|
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|
Skopos Labs, Inc.
|
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|
|
Alta Advisers Ltd
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
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|
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|
Stifel Financial Corp
|
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|
|
CarsonAllaria Wealth Management, Ltd.
|
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|
Reliant Investment Partners, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Japan Post Holdings Co., Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
|
|
|
Bancreek Capital Management, LP
|
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|
State of Tennessee, Treasury Department
|
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Catalyst Financial Partners Llc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Atria Wealth Solutions, Inc.
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Pingora Partners LLC
|
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Nova Wealth Management, Inc.
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Sawgrass Asset Management Llc
|
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Ofi Invest Asset Management
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Exencial Wealth Advisors, Llc
|
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Brighton Jones Llc
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Principia Wealth Advisory, LLC
|
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Echo Wealth Management, LLC
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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Capstone Investment Advisors, Llc
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Utah Retirement Systems
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Global X Japan Co., Ltd.
|
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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ABLE Financial Group, LLC
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Vista Wealth Management Group, LLC
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Redmond Asset Management, LLC
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PKS Advisory Services, LLC
|
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Delta Accumulation, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
CIBC Asset Management Inc
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Gsa Capital Partners Llp
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Kraematon Investment Advisors, Inc
|
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|
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|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Carnegie Capital Asset Management, LLC
|
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Mb, Levis & Associates, Llc
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
D. E. Shaw & Co., Inc.
|
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Walleye Trading LLC
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Scotia Capital Inc.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Welch Group, LLC
|
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Hollencrest Capital Management
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Investment Advisory Services Inc /tx /adv
|
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Invictus Private Wealth, Llc
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Crestwood Advisors Group LLC
|
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|
Legal Advantage Investments, Inc.
|
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Allianz Asset Management GmbH
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Versant Capital Management, Inc
|
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Tortoise Investment Management, LLC
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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Wetherby Asset Management Inc
|
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Millstone Evans Group, LLC
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
Foster Group, Inc.
|
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|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
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|
Bragg Financial Advisors, Inc
|
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|
Pinnacle Financial Partners Inc
|
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|
Powers Advisory Group, LLC
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
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|
Financial Futures Ltd Liability Co.
|
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
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|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Synovus Financial Corp
|
|
|
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|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
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|
|
Mercer Global Advisors Inc /adv
|
|
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|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
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|
RMG Wealth Management LLC
|
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|
|
Wellington Management Group Llp
|
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|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
Sage Mountain Advisors LLC
|
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|
Mizuho Markets Americas Llc
|
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|
|
Liberty Capital Management, Inc.
|
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|
|
Addison Advisors LLC
|
|
|
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|
|
West Family Investments, Inc.
|
|
|
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|
|
Somerset Trust Co
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Integrated Wealth Concepts LLC
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Widmann Financial Services, Inc.
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Acadian Asset Management Llc
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Hennion & Walsh Asset Management, Inc.
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APG Asset Management N.V.
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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City Holding Co
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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West Branch Capital LLC
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|
Matrix Asset Advisors Inc/ny
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Philo Smith Capital Corp
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Auxier Asset Management
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Natural Investments, Llc
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Bartlett & Co. Wealth Management Llc
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Advisory Services Network, LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Mirae Asset Global Investments Co., Ltd.
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Sand Hill Global Advisors, LLC
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
Korea Investment CORP
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Wealthfront Advisers Llc
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Strategy Asset Managers Llc
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Princeton Global Asset Management LLC
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Enterprise Financial Services Corp
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Apexium Financial, Lp
|
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Bank of Jackson Hole Trust
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
Davis R M Inc
|
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Two Sigma Investments, Lp
|
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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Blackston Financial Advisory Group, LLC
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Rexford Capital Inc
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Carson Advisory Inc.
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Plimoth Trust Co Llc
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Capital Advisors, Ltd. LLC
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Financial Network Wealth Advisors LLC
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NewSquare Capital LLC
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First National Trust Co
|
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Two Sigma Advisers, Lp
|
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O'Brien Wealth Partners LLC
|
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CNJFX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Japan Fund
|
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Westerkirk Capital Inc.
|
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Bank & Trust Co
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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Element Wealth, LLC
|
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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Quantinno Capital Management LP
|
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New Mexico Educational Retirement Board
|
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Maj Invest Holding A/S
|
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National Bank Of Canada /fi/
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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S&co Inc
|
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|
Longfellow Investment Management Co Llc
|
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High Note Wealth, LLC
|
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|
Versor Investments LP
|
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|
BKM Wealth Management, LLC
|
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|
Hartline Investment Corp/
|
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|
Hunter Associates Investment Management Llc
|
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Putnam Fl Investment Management Co
|
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|
Canada Pension Plan Investment Board
|
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|
Acima Private Wealth, Llc
|
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|
Sound Income Strategies, LLC
|
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|
Fagan Associates, Inc.
|
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|
Tocqueville Asset Management L.p.
|
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|
First Trust Advisors Lp
|
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|
Sentry Investment Management Llc
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Janus Henderson Group Plc
|
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|
Thoroughbred Financial Services, Llc
|
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|
Westover Capital Advisors, LLC
|
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|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Norinchukin Bank, The
|
|
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|
Parkwoods Wealth Partners, LLC
|
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
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|
|
Financial Harvest, LLC
|
|
|
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|
Indiana Trust & Investment Management CO
|
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|
LPL Financial LLC
|
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|
Centennial Bank/AR/
|
|
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|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Brown Miller Wealth Management, LLC
|
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|
Rsm Us Wealth Management Llc
|
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|
Thrivent Financial For Lutherans
|
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
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|
Pathstone Holdings, LLC
|
|
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|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
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|
|
Rossby Financial, LCC
|
|
|
|
|
|
VeraBank, N.A.
|
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|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
|
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|
Dogwood Wealth Management LLC
|
|
|
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|
Wealthstar Advisors, Llc
|
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|
|
|
|
Independent Advisor Alliance
|
|
|
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|
Horizon Investments, LLC
|
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|
Covenant Asset Management, LLC
|
|
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|
Farther Finance Advisors, LLC
|
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|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
Nisa Investment Advisors, Llc
|
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|
Catalyst Funds Management Pty Ltd
|
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|
Oakmont Corp
|
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|
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|
|
Resources Management Corp /ct/ /adv
|
|
|
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|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Astoria Portfolio Advisors LLC.
|
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S-Bank Fund Management Ltd
|
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|
Swiss National Bank
|
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|
Forsta Ap-fonden
|
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NEOS Investment Management LLC
|
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Perkins Coie Trust Co
|
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Boston Family Office Llc
|
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|
Invesco Ltd.
|
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|
WASHINGTON TRUST Co
|
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|
Canopy Partners, LLC
|
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|
Cigna Investments Inc /new
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
Oberweis Asset Management Inc/
|
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|
Brendel Financial Advisors LLC
|
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Checchi Capital Advisers, LLC
|
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|
Kilter Group LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
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|
Commonwealth Retirement Investments LLC
|
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|
|
Boit C F David
|
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|
Board of the Pension Protection Fund
|
|
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|
TFB Advisors LLC
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Ostrum Asset Management
|
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Firethorn Wealth Partners, Llc
|
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Andra AP-fonden
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
|
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J.w. Cole Advisors, Inc.
|
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GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
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|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
BlackRock, Inc.
|
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
Citadel Advisors Llc
|
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|
Cwm, Llc
|
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|
Guggenheim Capital Llc
|
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AlTi Global, Inc.
|
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Studio Investment Management Llc
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Missouri Trust & Investment Co
|
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|
Atlas Legacy Advisors, LLC
|
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|
Snowden Capital Advisors LLC
|
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Concurrent Investment Advisors, LLC
|
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Total Investment Management Inc
|
|
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
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|
|
Blume Capital Management, Inc.
|
|
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|
Fulton Breakefield Broenniman Llc
|
|
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|
Federated Hermes, Inc.
|
|
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|
CBOE Vest Financial, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Alpine Global Management, LLC
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Treasurer of the State of North Carolina
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Gifford Fong Associates
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SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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Transamerica Financial Advisors, Inc.
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GSB Wealth Management, LLC
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Foster & Motley Inc
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Optas, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Creative Planning
|
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Western Wealth Management, LLC
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Gill Capital Partners, Llc
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Cresset Asset Management, LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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49 Wealth Management, Llc
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Norway Savings Bank
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Marshall Wace, Llp
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
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Argyle Capital Management Inc.
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PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
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Main Street Financial Solutions, LLC
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Austin Private Wealth, LLC
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Merit Financial Group, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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Financial Freedom, LLC
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Citizens Financial Group Inc/ri
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Atlantic Edge Private Wealth Management, LLC
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CX Institutional
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Assenagon Asset Management S.A.
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
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WPG Advisers, LLC
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HORAN Wealth, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Beacon Investment Advisory Services, Inc.
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Ing Groep Nv
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HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
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Resona Asset Management Co.,Ltd.
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Palisade Asset Management, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Susquehanna International Group, Llp
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Battery Global Advisors, LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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Gotham Asset Management, LLC
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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Envestnet Asset Management Inc
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Bank OZK
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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Schonfeld Strategic Advisors LLC
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Kcm Investment Advisors Llc
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Dimensional Fund Advisors Lp
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Stock Yards Bank & Trust Co
|
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Joel Isaacson & Co., LLC
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Meeder Asset Management Inc
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Busey Wealth Management
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Hartland & Co., LLC
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Kornitzer Capital Management Inc /ks
|
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Rialto Wealth Management, LLC
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Johnson Investment Counsel Inc
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Traub Capital Management LLC
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Childress Capital Advisors, Llc
|
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Affinity Capital Advisors, LLC
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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Coston, McIsaac & Partners
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
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|
Legacy CG, LLC
|
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DecisionPoint Financial, LLC
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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Aries Wealth Management
|
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Tran Capital Management, L.p.
|
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Mount Yale Investment Advisors, LLC
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Franklin Street Advisors Inc /nc
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Intech Investment Management Llc
|
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Quotient Wealth Partners, LLC
|
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|
Shelton Capital Management
|
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Operose Advisors LLC
|
|
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|
|
Townsend Asset Management Corp /nc/ /adv
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Deutsche Bank Ag\
|
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|
Mufg Securities Americas Inc.
|
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Quarry LP
|
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Maseco Llp
|
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|
J2 Capital Management Inc
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
WFA of San Diego, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
|
|
Bare Financial Services, Inc
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Encompass More Asset Management
|
|
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|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
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|
Spears Abacus Advisors LLC
|
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|
Marco Investment Management Llc
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Orion Portfolio Solutions, LLC
|
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|
DRW Securities, LLC
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|
Renaissance Technologies Llc
|
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Quantessence Capital LLC
|
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Midwest Financial Group LLC
|
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|
Courier Capital Llc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Point72 (DIFC) Ltd
|
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|
Sound Financial Strategies Group, LLC
|
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|
Hancock Whitney Corp
|
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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|
State Of Wisconsin Investment Board
|
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
|
First Merchants Corp
|
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|
Madrona Financial Services, LLC
|
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Austin Asset Management Co Inc
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FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Securian Asset Management, Inc
|
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Atria Investments Llc
|
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Gratus Wealth Advisors, LLC
|
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Ethic Inc.
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Pinnacle Associates Ltd
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
ICONIQ Capital, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
Eagle Rock Investment Company, Llc
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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|
Empowered Funds, LLC
|
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|
Atlantic Union Bankshares Corp
|
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|
Hartford Investment Management Co
|
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|
O'ROURKE & COMPANY, Inc
|
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|
Nicholas Hoffman & Company, LLC.
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|
VestGen Advisors, LLC
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|
Donaldson Capital Management, Llc
|
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|
Valued Wealth Advisors LLC
|
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|
Truist Financial Corp
|
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BIP Alliance, LLC
|
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Charter Oak Capital Management, LLC
|
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Berkshire Asset Management Llc/pa
|
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Clean Yield Group
|
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Archer Investment Corp
|
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|
iA Global Asset Management Inc.
|
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Ancora Advisors, LLC
|
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Woodstock Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Lewis Asset Management, LLC
|
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|
1832 Asset Management L.P.
|
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|
Banque Cantonale Vaudoise
|
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|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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|
Telos Capital Management, Inc.
|
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OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
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|
First Western Trust Bank
|
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|
Goldman Sachs Group Inc
|
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|
NDVR, Inc.
|
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Bank of New Hampshire
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
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|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Clarius Group, LLC
|
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|
Baader Bank INC
|
|
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|
Tredje AP-fonden
|
|
|
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|
Dakota Wealth Management
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
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|
|
|
D'Orazio & Associates, Inc.
|
|
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|
Dynamic Wealth Strategies, LLC
|
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|
|
Crawford Investment Counsel Inc
|
|
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|
|
|
BankPlus Trust Department
|
|
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Natixis
|
|
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|
Mattern Capital Management, Llc
|
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|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
SS&H Financial Advisors, Inc.
|
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|
Level Four Advisory Services, Llc
|
|
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|
|
|
Legacy Financial Advisors, Inc.
|
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|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
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|
|
Investment Management Corp of Ontario
|
|
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|
|
|
Bfsg, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Marmo Financial Group, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
