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Prudential Financial Inc
|
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Nomura Holdings Inc
|
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Wealth Advisors of Tampa Bay, LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Madison Covered Call & Equity Strategy Fund
|
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Missouri Trust & Investment Co
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Institutional Investment Strategy Fund
|
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|
Evergreen Wealth Management, LLC
|
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|
SG Americas Securities, LLC
|
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New England Research & Management, Inc.
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
Waters Parkerson & Co., Llc
|
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Visionary Horizons, LLC
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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Kinloch Capital, LLC
|
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FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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Accredited Investors Inc.
|
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Delta Financial Group, Inc.
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Financial Partners Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
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Toroso Investments, LLC
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Lsv Asset Management
|
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Mufg Securities Americas Inc.
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Aaron Wealth Advisors LLC
|
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Trust Investment Advisors
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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Roble, Belko & Company, Inc
|
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|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
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|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Liberty One Investment Management, Llc
|
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Capital Advisors, Ltd. LLC
|
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Iron Horse Wealth Management, LLC
|
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|
Bellwether Advisors, LLC
|
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|
TCI Wealth Advisors, Inc.
|
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Thomasville National Bank
|
|
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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Clare Market Investments LLC
|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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|
NewEdge Wealth, LLC
|
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VELA Investment Management, LLC
|
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Principle Wealth Partners Llc
|
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FourThought Financial Partners, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
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|
Beese Fulmer Investment Management, Inc.
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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|
Peddock Capital Advisors, Llc
|
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Dynamic Wealth Strategies, LLC
|
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IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
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Korea Investment CORP
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Doliver Advisors, Lp
|
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|
Global Wealth Strategies & Associates
|
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Cornerstone Wealth Group, LLC
|
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
Financial Advisory Partners, Llc
|
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|
Trajan Wealth LLC
|
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|
Richard C. Young & CO., LTD.
|
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Montag A & Associates Inc
|
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|
Gabelli Healthcare & Wellnessrx Trust
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
SNS Financial Group, LLC
|
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|
Altrinsic Global Advisors Llc
|
|
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|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
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|
Drexel Morgan & Co.
|
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|
|
Hilltop National Bank
|
|
|
|
|
|
Neo Ivy Capital Management
|
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|
Jupiter Wealth Management LLC
|
|
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Caisse De Depot Et Placement Du Quebec
|
|
|
|
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|
Goelzer Investment Management, Inc.
|
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
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|
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|
Tema Etfs Llc
|
|
|
|
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|
Triad Wealth Partners, LLC
|
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|
Sterling Investment Advisors, Ltd.
|
|
|
|
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|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
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Sittner & Nelson, Llc
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Teachers Retirement System Of The State Of Kentucky
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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|
Kinneret Advisory, LLC
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
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Trust Asset Management LLC
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Lyell Wealth Management, Lp
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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Bond & Devick Financial Network, Inc.
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Rockefeller Capital Management L.P.
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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Teza Capital Management LLC
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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Stiles Financial Services Inc
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Sentry LLC
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Kure Advisory, LLC
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Segall Bryant & Hamill, Llc
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Allegiance Financial Group Advisory Services LLC
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Old North State Wealth Management, LLC
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
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Meridiem Capital Partners LP
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Twin City Private Wealth, Llc
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Abound Wealth Management
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Hutchinson Financial Advisors, INC
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BCS Private Wealth Management, Inc.
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Roberts Wealth Advisors, LLC
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Nelson Capital Management, LLC
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Archer Investment Corp
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Heritage Family Offices, LLP
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Capital Research Global Investors
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Fiduciary Alliance LLC
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Kingstone Capital Partners Texas, LLC
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Strategy Asset Managers Llc
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Newbridge Financial Services Group, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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Dunhill Financial, LLC
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Somerville Kurt F
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
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Roberts Glore & Co Inc /il/
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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Perpetual Ltd
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Smithbridge Asset Management Inc/de
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Clean Yield Group
|
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Lineweaver Wealth Advisors, LLC
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Private Advisor Group, LLC
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Securian Asset Management, Inc
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GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
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Rothschild Capital Partners, LLC
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
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Smith Shellnut Wilson Llc /adv
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Vestor Capital, Llc
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PFG Advisors
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CIBC Asset Management Inc
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Avalon Trust Co
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Boyer & Corporon Wealth Management, LLC
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Impact Capital Partners LLC
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Financial Management Professionals, Inc.
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Weaver C. Barksdale & Associates, Inc.
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Spinnaker Trust
|
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Financial Engines Advisors L.L.C.
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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TCP Asset Management, LLC
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Signet Investment Advisory Group, Inc.
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Platform Technology Partners
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WPG Advisers, LLC
|
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GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
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Cyndeo Wealth Partners, LLC
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Sound Income Strategies, LLC
|
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NEOS Investment Management LLC
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Arnhold LLC
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Cape Investment Advisory, Inc.
|
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Stratos Wealth Partners, LTD.
|
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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|
Mml Investors Services, Llc
|
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Stack Financial Management, Inc
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LS Investment Advisors, LLC
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CENTRAL TRUST Co
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
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|
Burkett Financial Services, Llc
|
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|
Apriem Advisors
|
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|
Red Tortoise LLC
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Columbus Macro, LLC
|
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|
|
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|
Capula Management Ltd
|
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|
Pittenger & Anderson Inc
|
|
|
|
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|
Virginia Wealth Management Group, Inc.
|
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|
Parkside Financial Bank & Trust
|
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|
Hikari Power Ltd
|
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
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|
Baker Avenue Asset Management, LP
|
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|
First National Bank Of Omaha
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
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|
NovaPoint Capital, LLC
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
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South Plains Financial, Inc.
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|
Nbc Securities, Inc.
|
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Lincoln Capital Corp
|
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|
Duncker Streett & Co Inc
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
S.A. Mason LLC
|
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Creekmur Asset Management LLC
|
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City National Bank Of Florida /msd
|
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SWAN Capital LLC
|
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Truvestments Capital Llc
|
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Alpine Global Dynamic Dividend Fund
|
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Ieq Capital, Llc
|
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Two Sigma Advisers, Lp
|
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Norden Group Llc
|
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Quaker Wealth Management, LLC
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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|
Motley Fool Wealth Management, LLC
|
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Gts Securities Llc
|
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Uhlmann Price Securities, Llc
|
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Stablepoint Partners, LLC
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Armstrong Advisory Group, Inc
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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EverSource Wealth Advisors, LLC
|
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Skopos Labs, Inc.
|
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Tortoise Investment Management, LLC
|
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American Century Companies Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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Roffman Miller Associates Inc /pa/
|
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Diversified Trust Co
|
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Hummer Financial Advisory Services Inc
|
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Glenmede Investment Management, LP
|
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GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
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Wellington Shields Capital Management, LLC
|
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Cooper Financial Group
|
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Carmel Capital Partners, LLC
|
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Altrius Capital Management Inc
|
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Needham Investment Management Llc
|
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JNBA Financial Advisors
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
|
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|
Larson Financial Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
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|
Banque de Luxembourg S.A.
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
|
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|
Moss Adams Wealth Advisors LLC
|
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|
Strengthening Families & Communities, LLC
|
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|
|
BlackRock Health Sciences Trust II
|
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|
Varma Mutual Pension Insurance Co
|
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|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
|
|
Clough Capital Partners L P
|
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|
|
Dana Investment Advisors, Inc.
|
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|
Credit Industriel Et Commercial
|
|
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Summit Financial, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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|
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|
Hengehold Capital Management Llc
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
F/M Investments LLC
|
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|
Beaumont Asset Management, L.L.C.
|
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Exchange Traded Concepts, Llc
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Belpointe Asset Management LLC
|
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|
HBW Advisory Services LLC
|
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|
Lvm Capital Management Ltd/mi
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
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|
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|
Strategic Investment Advisors / MI
|
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|
Westside Investment Management, Inc.
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
CSM Advisors, LLC
|
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|
Manufacturers Life Insurance Company, The
|
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|
Pekin Hardy Strauss, Inc.
|
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|
|
Wealthcare Advisory Partners LLC
|
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|
|
Gotham Asset Management, LLC
|
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|
Anchor Investment Management, LLC
|
|
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|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
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|
|
|
Sage Private Wealth Group, Llc
|
|
|
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|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Axq Capital, Lp
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
Nicollet Investment Management, Inc.
|
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BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
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|
Waterloo Capital, L.P.
|
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Nomura Asset Management Co Ltd
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Eventide Asset Management, Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
Park Place Capital Corp
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
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Parallel Advisors, LLC
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Artisan Partners Limited Partnership
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Summit Trail Advisors, Llc
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American Investment Services, Inc.
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First Community Trust Na
|
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Victory Capital Management Inc
|
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CAPROCK Group, Inc.
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
Patten Group, Inc.
|
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Jeppson Wealth Management, Llc
|
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DAVENPORT & Co LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Gries Financial Llc
|
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Hamilton Point Investment Advisors, LLC
|
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Synergy Financial Management, LLC
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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Paradigm Asset Management Co Llc
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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|
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|
Ingalls & Snyder Llc
|
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Rossby Financial, LCC
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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|
Modern Wealth Management, LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
Brucke Financial, Inc.
|
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PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund
|
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Family Legacy, Inc.
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Cullen Capital Management, LLC
|
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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|
Curat Global, LLC
|
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|
Bowen Hanes & Co Inc
|
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Tekla Healthcare Investors
|
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Meridian Wealth Management, LLC
|
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Opal Wealth Advisors, LLC
|
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S&t Bank/pa
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
Avantra Family Wealth, Inc.
|
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Altfest L J & Co Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
Prospera Capital Management, LLC
|
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|
AlTi Global, Inc.
|
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|
Global Wealth Management Investment Advisory, Inc.
|
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Advisor OS, LLC
|
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Colony Group, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Canton Hathaway, LLC
|
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|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Guidance Capital, Inc
|
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|
Red Spruce Capital, LLC
|
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HF Advisory Group, LLC
|
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|
State of Wyoming
|
|
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|
Founders Financial Alliance, LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Citadel Advisors Llc
|
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Harbour Trust & Investment Management Co
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
|
Wilkins Investment Counsel Inc
|
|
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|
|
Palouse Capital Management, Inc.
|
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|
MCF Advisors LLC
|
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|
Quarry LP
|
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|
Richwood Investment Advisors, LLC
|
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|
Avanza Fonder AB
|
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|
Trust Point Inc.
|
|
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|
Pathstone Holdings, LLC
|
|
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|
Golden State Wealth Management, LLC
|
|
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|
|
|
MFA Wealth Services
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
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|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
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Tower Wealth Partners, Inc.
|
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Mizuho Markets Cayman LP
|
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ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
Vestmark Advisory Solutions, Inc.
|
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
|
Prairiewood Capital, LLC
|
|
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|
|
Stanley-Laman Group, Ltd.
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Journey Advisory Group, LLC
|
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Stock Yards Bank & Trust Co
|
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Polen Capital Management Llc
|
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Capital World Investors
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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|
Alerus Financial Na
|
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Lingohr & Partner Asset Management GmbH
|
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Colonial Trust Advisors
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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Anchor Capital Advisors Llc
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First Financial Corp /in/
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First Citizens Bank & Trust Co
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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Aberdeen Wealth Management LLC
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Exencial Wealth Advisors, Llc
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Sarver Vrooman Wealth Advisors
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Generali Investments CEE, investicni spolecnost, a.s.
|
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Riggs Asset Managment Co. Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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M&G Plc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Provenance Wealth Advisors, LLC
|
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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Dakota Wealth Management
|
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TCM Advisors, LLC
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Lmcg Investments, Llc
|
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Grandfield & Dodd, Llc
|
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AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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Sirios Capital Management L P
|
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First Bancorp, Inc /ME/
|
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Swedbank AB
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
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|
Talon Private Wealth, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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Azimuth Capital Investment Management LLC
|
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Coho Partners, Ltd.
|
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Patrick M Sweeney & Associates, Inc
|
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Point72 Asia (Singapore) Pte. Ltd.
|
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Coastal Bridge Advisors, LLC
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
Piscataqua Savings Bank
|
|
|
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Bell Investment Advisors, Inc
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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Hall Capital Management Co Inc
|
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|
Bank Of Nova Scotia Trust Co
|
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|
Verity Asset Management, Inc.
|
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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EICVX - FundVantage Trust - EIC Value Fund Class A
|
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Coastline Trust Co
|
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|
Voleon Capital Management Lp
|
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Lynch & Associates/in
|
|
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|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
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|
|
Powers Advisory Group, LLC
|
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|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Vestal Point Capital, LP
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
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NewSquare Capital LLC
|
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|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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|
GAM Holding AG
|
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Lazard Freres Gestion S.A.S.
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Little House Capital Llc
|
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Alta Advisers Ltd
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|
Diversify Wealth Management, Llc
|
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|
Hantz Financial Services, Inc.
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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|
First Hawaiian Bank
|
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|
Pines Wealth Management, LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Busey Wealth Management
|
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|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
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Lombard Odier Asset Management (Switzerland) SA
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Brandywine Global Investment Management, LLC
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Ledyard National Bank
|
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Harbor Investment Advisory, Llc
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1620 Investment Advisors, Inc.
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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Fi3 FINANCIAL ADVISORS, LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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CenterBook Partners LP
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Ontario Teachers Pension Plan Board
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Natural Investments, Llc
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Snowden Capital Advisors LLC
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Wahed Invest LLC
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Midwest Trust Co
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Man Group plc
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Generali Asset Management SPA SGR
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Boone Capital Management Llc
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Center for Financial Planning, Inc.
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Atlas Private Wealth Advisors
|
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ProVise Management Group, LLC
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Pinnacle Wealth Planning Services, Inc.
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Moloney Securities Asset Management, LLC
|
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Public Employees Retirement System Of Ohio
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TL Private Wealth
|
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Cwm, Llc
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Value Partners Investments Inc.
|
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Envestnet Portfolio Solutions, Inc.
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Cibc World Markets Corp
|
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Crewe Advisors LLC
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InvesTrust
|
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Sector Gamma As
|
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Great Valley Advisor Group, Inc.
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Hartland & Co., LLC
|
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Nippon Life Global Investors Americas, Inc.
|
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Atalanta Sosnoff Capital, Llc
|
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Neuberger Berman Group LLC
|
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Voya Investment Management Llc
|
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|
Jamison Private Wealth Management, Inc.
|
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Farmers National Bank
|
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
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|
Alliance Wealth Advisors, LLC
|
|
|
|
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|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Richards, Merrill & Peterson, Inc.
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
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|
Satovsky Asset Management Llc
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
Callan Family Office, LLC
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
Bridge Creek Capital Management LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
Nfj Investment Group, Llc
|
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|
Olstein Capital Management, L.P.
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Amalgamated Bank
|
|
|
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Zacks Investment Management
|
|
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
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|
|
Finward Bancorp
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
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|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional
|
|
|
|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
VIDI - ETF Series Solutions - Vident International Equity Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Summitry Llc
|
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
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MASTERINVEST Kapitalanlage GmbH
|
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IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
Parallax Volatility Advisers, L.P.
|
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Assetmark, Inc
|
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MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
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DecisionMap Wealth Management, LLC
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Kempen Capital Management N.v.
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Nova Wealth Management, Inc.
|
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GAMMA Investing LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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Petredis Investment Advisors Llc
|
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Arrowstreet Capital, Limited Partnership
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Westpac Banking Corp
|
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Encompass Wealth Advisors, Llc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Equitable Trust Co
|
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Stonebridge Capital Advisors LLC
|
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Northwest Financial Advisors
|
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Bay Harbor Wealth Management, LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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LGT Group Foundation
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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|
Whitener Capital Management, Inc.
|
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Addenda Capital Inc.
|
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Simplex Trading, Llc
|
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Tower Research Capital LLC (TRC)
|
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DRW Securities, LLC
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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MJT & Associates Financial Advisory Group, Inc.
|
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ICONIQ Capital, LLC
|
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Pathway Financial Advisers, LLC
|
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Mackenzie Financial Corp
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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CORDA Investment Management, LLC.
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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Capitolis Liquid Global Markets LLC
|
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|
Berkshire Asset Management Llc/pa
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Cornerstone Advisory, LLC
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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Federation des caisses Desjardins du Quebec
|
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Community Bank & Trust, Waco, Texas
|
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Acima Private Wealth, Llc
|
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Fisher Funds Management LTD
|
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Global Trust Asset Management, LLC
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Commonwealth Equity Services, Llc
|
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Garrett Wealth Advisory Group, LLC
|
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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|
Vise Technologies, Inc.
|
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Integrated Advisors Network LLC
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
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|
BlackRock ESG Capital Allocation Trust
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
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|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
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|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Childress Capital Advisors, Llc
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Neville Rodie & Shaw Inc
|
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Profunds - Profund Vp Bull
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
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|
Alliance Wealth Advisors, LLC /UT
|
|
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|
Sivia Capital Partners, LLC
|
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|
CVA Family Office, LLC
|
|
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|
|
Fiduciary Advisors, Inc.
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
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|
|
Total Investment Management Inc
|
|
|
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|
|
Vontobel Holding Ltd.
|
|
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|
Janney Montgomery Scott LLC
|
|
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|
Woodline Partners LP
|
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|
Suvretta Capital Management, Llc
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
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|
|
|
|
CNB Bank
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Sentry Investment Management Llc
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Partnership Wealth Management, LLC
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|
Clark & Stuart, Inc
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|
Anfield Capital Management, LLC
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|
TD Waterhouse Canada Inc.
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|
Financial Network Wealth Advisors LLC
|
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|
Great Diamond Partners, LLC
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Prospera Financial Services Inc
|
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|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
O'shaughnessy Asset Management, Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Meeder Advisory Services, Inc.
|
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|
Philadelphia Trust Co
|
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W.H. Cornerstone Investments Inc.
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Kiltearn Partners LLP
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Signaturefd, Llc
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ICW Investment Advisors LLC
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Parvin Asset Management, LLC
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American National Bank
|
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|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
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|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
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|
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|
Hickory Asset Management, Inc.
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Te Ahumairangi Investment Management Ltd
|
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|
Toronto Dominion Bank
|
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Strategic Advisors LLC
|
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Goldman Sachs Group Inc
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Goldstone Financial Group, LLC
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Harrell Investment Partners, Llc
|
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Advisory Services Network, LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
|
Waldron Private Wealth LLC
|
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|
Cornerstone Planning Group LLC
|
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|
Benjamin Edwards Inc
|
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HighTower Advisors, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Bruce G. Allen Investments, LLC
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
Bank & Trust Co
|
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Mirae Asset Global Investments Co., Ltd.
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Rehmann Capital Advisory Group
|
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Rnc Capital Management Llc
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Oppenheimer Asset Management Inc.
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Merit Financial Group, LLC
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Twin Peaks Wealth Advisors, LLC
|
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Leelyn Smith, LLC
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Balboa Wealth Partners
|
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Atria Investments Llc
|
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Stableford Capital Ii Llc
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Radnor Capital Management, LLC
|
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IMG Wealth Management, Inc.
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Worth Financial Advisory Group, LLC
|
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Veritas Asset Management LLP
|
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Gwn Securities Inc.
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Quantinno Capital Management LP
|
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|
Binnacle Investments Inc
|
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Register Financial Advisors LLC
|
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Iron Triangle Partners LP
|
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
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|
|
Quinn Opportunity Partners LLC
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
|
Davis Capital Management
|
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|
Atlantic Trust, LLC
|
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|
Semmax Financial Advisors Inc.
|
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Walleye Trading LLC
|
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|
Assenagon Asset Management S.A.
|
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|
OmniStar Financial Group, Inc.
|
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Pingora Partners LLC
|
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Headinvest, Llc
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
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|
Geneos Wealth Management Inc.
|
|
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|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
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|
|
Bey-Douglas LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
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|
|
|
|
Forum Financial Management, LP
|
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|
|
UBS Group AG
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Guggenheim Capital Llc
|
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|
|
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|
Plato Investment Management Ltd
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
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|
|
Byrne Asset Management LLC
|
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|
|
Ballentine Partners, LLC
|
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|
Torno Capital, Llc
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
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|
Cito Capital Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Reuter James Wealth Management, Llc
|
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|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
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|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
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|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
|
BRYN MAWR TRUST Co
|
|
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|
|
PayPay Securities Corp
|
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Banque Cantonale Vaudoise
|
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|
Csenge Advisory Group
|
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|
Butensky & Cohen Financial Security, Inc
|
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|
Everpar Advisors Llc
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
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|
O'Keefe Stevens Advisory, Inc.
|
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Leisure Capital Management
|
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Hm Payson & Co
|
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RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
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|
Ci Investments Inc.
|
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Transce3nd, LLC
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
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|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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Atlantic Union Bankshares Corp
|
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
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|
Spirepoint Private Client, Llc
|
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|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
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|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
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|
Ironwood Investment Counsel, LLC
|
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
State Farm Mutual Automobile Insurance Co
|
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|
Resonant Capital Advisors, LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Colrain Capital Llc
|
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BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
Maven Securities LTD
|
|
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|
|
Mcdaniel Terry & Co
|
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|
Lifeworks Advisors, LLC
|
|
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|
Highland Capital Management, Llc
|
|
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|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
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|
|
|
WFA Asset Management Corp
|
|
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|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
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|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
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|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Arlington Trust Co LLC
|
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|
South Dakota Investment Council
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
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|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
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|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
Drucker Wealth 3.0, LLC
|
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MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
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|
Westerkirk Capital Inc.
|
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|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
Creative Financial Designs Inc /adv
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Arcataur Capital Management LLC
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
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|
PrairieView Partners, LLC
|
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|
Fsb Premier Wealth Management, Inc.
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1776 Wealth LLC
|
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VisionPoint Advisory Group, LLC
|
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|
Comgest Global Investors S.a.s.
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Synovus Financial Corp
|
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Manchester Capital Management LLC
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Mechanics Financial Corp
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
First City Capital Management, Inc.
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Miller Investment Management, LP
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Lantern Wealth Advisors, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
Allspring Global Investments Holdings, LLC
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
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|
WealthBridge Investment Counsel Inc.
|
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|
Verdence Capital Advisors LLC
|
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|
Moors & Cabot, Inc.
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Uncommon Cents Investing LLC
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Boston Family Office Llc
|
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Westwood Holdings Group Inc
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Pacifica Partners Inc.
|
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Romano Brothers And Company
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
MTM Investment Management, LLC
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Cypress Capital Group
|
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Shepherd Financial Partners LLC
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Tudor Financial Inc.
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|
Cooksen Wealth, LLC
|
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|
Compass Wealth Management LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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|
|
Choate Investment Advisors
|
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|
Creegan & Nassoura Financial Group, LLC
|
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|
Clear Investment Research, Llc
|
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First National Trust Co
|
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|
Fidelis Capital Partners, LLC
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Smith Chas P & Associates Pa Cpas
|
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|
Cambridge Investment Research Advisors, Inc.
|
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LGT Fund Management Co Ltd.
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Hgk Asset Management Inc
|
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|
|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
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|
Employees Retirement System of Texas
|
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|
Keynote Financial Services Llc
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
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|
|
Massachusetts Financial Services Co /ma/
|
|
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|
Garde Capital, Inc.
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
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|
|
Advocate Group Llc
|
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|
|
Everhart Financial Group, Inc.
|
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|
|
Everence Capital Management Inc
|
|
|
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|
|
Tevis Investment Management
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
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|
|
Royal Bank Of Canada
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Talaria Asset Management Pty Ltd
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
LRI Investments, LLC
|
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Ossiam
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Alyeska Investment Group, L.P.
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LVW Advisors, LLC
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Corbyn Investment Management Inc/md
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AlphaCore Capital LLC
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Strategic Financial Concepts, LLC
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Thrive Wealth Management, LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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TCG Advisory Services, LLC
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Simmons Bank
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Meeder Asset Management Inc
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Centerpoint Advisors, LLC
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Abbot Financial Management, Inc.
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Hunter Associates Investment Management Llc
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HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I
|
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Michels Family Financial, LLC
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Berkshire Bank
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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BNP Paribas Asset Management Holding S.A.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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D.a. Davidson & Co.
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Stonebridge Financial Group, LLC
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Mbb Public Markets I Llc
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Horrell Capital Management, Inc.
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
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YANKCOM Partnership
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National Bank Of Canada /fi/
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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McIlrath & Eck, LLC
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Boston Private Wealth Llc
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TD Capital Management LLC
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PENN SERIES FUNDS INC - Mid Core Value Fund
|
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VGLSX - VALIC Co I - Global Strategy Fund
|
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First National Bank & Trust Co Of Newtown
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Journey Strategic Wealth Llc
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NJ State Employees Deferred Compensation Plan
|
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Whittier Trust Co Of Nevada Inc
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
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SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Renasant Bank
|
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Ashford Capital Management Inc
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Wolverine Asset Management Llc
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Sunbelt Securities, Inc.
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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Ancora Advisors, LLC
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RPG Investment Advisory, LLC
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Scotia Capital Inc.
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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CIBC Private Wealth Group, LLC
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State Of Michigan Retirement System
|
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Crumly & Associates Inc.
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Adams Diversified Equity Fund, Inc.
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Savvy Advisors, Inc.
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Bank of New York Mellon Corp
|
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J.P. Marvel Investment Advisors, LLC
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Rakuten Investment Management, Inc.
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New England Asset Management Inc
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Hrt Financial Lp
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McGlone Suttner Wealth Management, Inc.
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Kimelman & Baird, LLC
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Trust Co
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Sage Mountain Advisors LLC
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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Modera Wealth Management, LLC
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Nations Financial Group Inc, /ia/ /adv
|
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Rise Advisors, LLC
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Elo Mutual Pension Insurance Co
|
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Welch & Forbes Llc
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Magnetar Financial LLC
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Orion Portfolio Solutions, LLC
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Onefund, Llc
|
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Cullen Investment Group, Ltd.
|
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Gibbs Wealth Management
|
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Vance Wealth, Inc.
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Cornerstone Advisors, LLC
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Wetherby Asset Management Inc
|
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Utah Retirement Systems
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Valeo Financial Advisors, LLC
|
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
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Beach Investment Counsel Inc/pa
|
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IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
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Paragon Private Wealth Management, LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Peak Asset Management, LLC
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Daymark Wealth Partners, Llc
|
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J. W. Coons Advisors, LLC
|
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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Chilton Investment Co Llc
|
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VCIGX - VALIC Co I - Dividend Value Fund
|
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International Assets Investment Management, Llc
|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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ELCO Management Co., LLC
|
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AMG National Trust Bank
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Americana Partners, LLC
|
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|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
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|
Mach-1 Financial Group, Inc.
|
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Ballast Advisors Llc
|
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17 Capital Partners, Llc
|
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WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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|
Ensign Peak Advisors, Inc
|
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|
|
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|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
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|
Morningstar Investment Management LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
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|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
POIIX - FundVantage Trust - Polen International Growth Fund Institutional Class
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
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LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
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ExodusPoint Capital Management, LP
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StoneX Group Inc.
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New Age Alpha Advisors, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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Excalibur Management Corp
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
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Plante Moran Financial Advisors, LLC
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Inlet Private Wealth, LLC
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Natixis Advisors, L.p.
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Mn Services Vermogensbeheer B.V.
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Fairman Group, LLC
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Hancock Whitney Corp
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Xponance, Inc.
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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SRS Capital Advisors, Inc.
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First Horizon Advisors, Inc.
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Quadrant Capital Group Llc
|
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CoreCap Advisors, LLC
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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Chevy Chase Trust Holdings, Inc.
|
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Mengis Capital Management, Inc.
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Clear Harbor Asset Management, LLC
|
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Legacy Wealth Managment, LLC/ID
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Saratoga Research & Investment Management
|
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Country Trust Bank
|
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Biltmore Wealth Management, LLC
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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Mark Sheptoff Financial Planning, Llc
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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Cranbrook Wealth Management, LLC
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Marks Group Wealth Management, Inc
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Weatherly Asset Management L. P.
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Penobscot Investment Management Company, Inc.
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Capital Investment Advisory Services, LLC
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Bridgefront Capital, LLC
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Harvest Portfolios Group Inc.
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Clear Creek Financial Management, LLC
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Chicago Partners Investment Group LLC
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Dearborn Partners Llc
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Private Wealth Management Group, LLC
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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CoreFirst Bank & Trust
|
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FineMark National Bank & Trust
|
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Lee Danner & Bass Inc
|
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CVAR - ETF Opportunities Trust - Cultivar ETF
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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Great West Life Assurance Co /can/
|
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|
HBK Sorce Advisory LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
ProShare Advisors LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
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|
Founders Capital Management
|
|
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|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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|
Papp L Roy & Associates
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Marco Investment Management Llc
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
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|
Twin Lakes Capital Management, LLC
|
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|
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|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
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|
Geode Capital Management, Llc
|
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|
Beacon Financial Group
|
|
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|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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|
Fortis Group Advisors, LLC
|
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|
Delta Asset Management Llc/tn
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Optas, LLC
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
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|
Gen-Wealth Partners Inc
|
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|
American Assets Investment Management, LLC
|
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Systematic Alpha Investments, LLC
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|
Monetary Management Group Inc
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|
Eqis Capital Management, Inc.
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|
Moody National Bank Trust Division
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
Oakworth Capital, Inc.
|
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|
Mmbg Investment Advisors Co.
|
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Team Financial Group, LLC
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
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|
|
West Branch Capital LLC
|
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|
Valley National Advisers Inc
|
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Spdr S&p 500 Etf Trust
|
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Aigen Investment Management, Lp
|
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Rogco, Lp
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
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CX Institutional
|
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Madison Asset Management, LLC
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Gabelli Dividend & Income Trust
|
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NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I
|
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Northwest Bancshares, Inc.
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RBA Wealth Management, LLC
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Compagnie Lombard Odier SCmA
|
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Regatta Capital Group, Llc
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
F&V Capital Management, LLC
|
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Prime Capital Investment Advisors, LLC
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
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|
Lido Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
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|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
Centre Asset Management, LLC
|
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Macquarie Group Ltd
|
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New England Capital Financial Advisors LLC
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Stratos Wealth Advisors, LLC
|
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Fairscale Capital, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Novem Group
|
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Canandaigua National Bank & Trust Co
|
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Advisor Group Holdings, Inc.
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Alpine Total Dynamic Dividend Fund
|
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Lowe Wealth Advisors, LLC
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Ameriprise Financial Inc
|
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Park National Corp /oh/
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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M&t Bank Corp
|
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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Monarch Capital Management Inc/
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PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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Mizuho Securities Usa Llc
|
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Kesler, Norman & Wride, LLC
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La Banque Postale Asset Management SA
|
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IMA Wealth, Inc.
|
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Meadow Creek Wealth Advisors Llc
|
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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Zions Bancorporation, National Association /ut/
|
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Cypress Asset Management Inc/tx
|
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Millington Financial Advisors, LLC
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
Panagora Asset Management Inc
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|
Pinnacle Associates Ltd
|
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AE Wealth Management LLC
|
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D'Orazio & Associates, Inc.
|
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BankPlus Trust Department
|
|
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|
Exchange Bank
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
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|
New Hampshire Trust
|
|
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|
Brown Financial Advisors
|
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|
Bellevue Group AG
|
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|
Charles Schwab Investment Management Inc
|
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|
Aspetuck Financial Management LLC
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
Verity & Verity, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
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|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
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|
|
Intrua Financial, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Costello Asset Management, INC
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Wellington Capital Management, Inc.
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
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Kovitz Investment Group Partners, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
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Hobbs Group Advisors, LLC
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Revisor Wealth Management LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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Union Savings Bank
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DT Investment Partners, LLC
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Focus Financial Network, Inc.
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Steward Partners Investment Advisory, Llc
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Martin Investment Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Epoch Investment Partners, Inc.
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CCLA Investment Management Ltd
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FIL Ltd
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R Squared Ltd
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Trust Co Of Vermont
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FRG Family Wealth Advisors LLC
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Nexus Investment Management ULC
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Avestar Capital, LLC
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Venturi Wealth Management, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
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Meyer Handelman Co
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Frazier Financial Advisors, LLC
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Bellevue Asset Management, Llc
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T. Rowe Price Investment Management, Inc.
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Okabena Investment Services Inc
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FSM Wealth Advisors, LLC
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Skba Capital Management Llc
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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FT Vest Hedged Equity Income Fund: Series A3
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APG Asset Management US Inc.
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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Kozak & Associates, Inc.
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OV Management LLC
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Legacy Capital Wealth Partners, LLC
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Cambridge Advisors Inc.
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Nicholas Company, Inc.
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First Financial Bankshares Inc
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Malaga Cove Capital, LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
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Legacy Wealth Asset Management, LLC
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
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BlackRock ETF Trust - BlackRock Large Cap Value ETF
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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Mjp Associates Inc /adv
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Jupiter Asset Management Ltd
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Strategic Wealth Designers
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
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SevenBridge Financial Group, LLC
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Integrity Alliance, Llc.
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Randolph Co Inc
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Squarepoint Ops LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
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Money Concepts Capital Corp
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Gateway Investment Advisers Llc
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Tradewinds Capital Management, LLC
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Oppenheimer & Co Inc
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Chemung Canal Trust Co
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Dimensional Fund Advisors Lp
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Juncture Wealth Strategies, Llc
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
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Baird Financial Group, Inc.
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Achmea Investment Management B.V.
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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Crowley Wealth Management, Inc.
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Endowment Wealth Management, Inc.
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Kingswood Wealth Advisors, Llc
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Evolution Wealth Management Inc.
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PENN SERIES FUNDS INC - Index 500 Fund
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Ipsen Advisor Group LLC
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Kornitzer Capital Management Inc /ks
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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