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IHT Wealth Management, LLC
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Ulland Investment Advisors, LLC
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Brown, Lisle/cummings, Inc.
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Werlinich Asset Management, LLC
|
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|
W.H. Cornerstone Investments Inc.
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Enterprise Bank & Trust Co
|
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Avion Wealth
|
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PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
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|
Cohen Klingenstein LLC
|
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|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Richards, Merrill & Peterson, Inc.
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Lmcg Investments, Llc
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Pictet Asset Management Holding SA
|
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Strategic Advisors LLC
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Price T Rowe Associates Inc /md/
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
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|
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|
Middleton & Co Inc/ma
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Cullen Investment Group, Ltd.
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Garner Asset Management Corp
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Twin Tree Management, LP
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Steward Partners Investment Advisory, Llc
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Sawyer & Company, Inc
|
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|
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|
Neville Rodie & Shaw Inc
|
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Perigon Wealth Management, LLC
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Transce3nd, LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
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|
Bollard Group LLC
|
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|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
Sepio Capital, LP
|
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|
Somerset Trust Co
|
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SPC Financial, Inc.
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Advisors Preferred, LLC
|
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Applied Capital LLC/FL
|
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Morton Community Bank
|
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|
Schechter Investment Advisors, LLC
|
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Graves-Light Private Wealth Management, Inc.
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Roberts Glore & Co Inc /il/
|
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Teacher Retirement System Of Texas
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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Triad Wealth Partners, LLC
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Main Street Group, LTD
|
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AMG National Trust Bank
|
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Patton Fund Management, Inc.
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Yousif Capital Management, Llc
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Banque Cantonale Vaudoise
|
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Phoenix Wealth Advisors
|
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Washington Trust Advisors, Inc.
|
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SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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Invesco Ltd.
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Evelyn Partners Investment Management Services Ltd
|
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
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|
Global Trust Asset Management, LLC
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|
Williams Jones Wealth Management, LLC.
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Oakworth Capital, Inc.
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Gts Securities Llc
|
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Parkside Financial Bank & Trust
|
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Stableford Capital Ii Llc
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
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|
PDS Planning, Inc
|
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|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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American National Bank
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
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|
Portside Wealth Group, LLC
|
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Carmel Capital Partners, LLC
|
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|
Peoples Financial Services Corp.
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
Ipswich Investment Management Co., Inc.
|
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|
Amundi
|
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Silver Coast Investments LLC
|
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|
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
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|
Signature Wealth Management Partners, LLC
|
|
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
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|
|
|
|
Conning Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
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|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
HYDR - Global X Funds - Global X Hydrogen ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
Metis Global Partners, LLC
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|
DiNuzzo Private Wealth, Inc.
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|
Chesley Taft & Associates LLC
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|
Widmann Financial Services, Inc.
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|
Meeder Advisory Services, Inc.
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|
Pinnacle Wealth Management Advisory Group, LLC
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|
Longfellow Investment Management Co Llc
|
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Simplicity Wealth,LLC
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Core Wealth Partners LLC
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|
Raleigh Capital Management Inc.
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Quest 10 Wealth Builders, Inc.
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InvesTrust
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Colonial Trust Advisors
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Stonebrook Private Inc.
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Fifth Third Wealth Advisors LLC
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Curbstone Financial Management Corp
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Cornerstone Total Return Fund Inc
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Mcdonald Partners Llc
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Financial Management Professionals, Inc.
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Telos Capital Management, Inc.
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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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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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
Blume Capital Management, Inc.
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Profunds - Profund Vp Large-cap Value
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Quent Capital, LLC
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ICW Investment Advisors LLC
|
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Hazlett, Burt & Watson, Inc.
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River Wealth Advisors LLC
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Mizuho Securities Usa Llc
|
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Cornerstone Advisory, LLC
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
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|
Simmons Bank
|
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|
Staley Capital Advisers Inc
|
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Radnor Capital Management, LLC
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Investment Management Corp /va/ /adv
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Cincinnati Financial Corp
|
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Empower Advisory Group, LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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American Century Companies Inc
|
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Sound View Wealth Advisors Group, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Bowman & Co S.C.
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Great Lakes Advisors, Llc
|
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Argonautica Private Wealth Management, Inc
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Ancora Advisors, LLC
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Legacy Capital Wealth Partners, LLC
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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Premier Path Wealth Partners, LLC
|
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EagleClaw Capital Managment, LLC
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Opus Capital Group, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Voya Investment Management Llc
|
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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Marex Group plc
|
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MASTERINVEST Kapitalanlage GmbH
|
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Empowered Funds, LLC
|
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|
Armstrong Advisory Group, Inc
|
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|
U S Wealth Group, Llc.
|
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Fayez Sarofim & Co
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Osterweis Capital Management Inc
|
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Allspring Global Investments Holdings, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Dover Advisors, Llc
|
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|
Greenup Street Wealth Management Llc
|
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Patriot Financial Group Insurance Agency, LLC
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
Fiduciary Planning LLC
|
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|
Kennedy Investment Group
|
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|
Aberdeen Wealth Management LLC
|
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|
VestGen Advisors, LLC
|
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|
Natural Investments, Llc
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Motco
|
|
|
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|
Gables Capital Management Inc.
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
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|
Mattern Capital Management, Llc
|
|
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|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
S&co Inc
|
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|
Credential Securities Inc.
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
|
Generation Capital Management LLC
|
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|
|
Burford Brothers, Inc.
|
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|
St Germain D J Co Inc
|
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|
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|
|
Tableaux Llc
|
|
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|
Delta Accumulation, LLC
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
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|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Taconic Capital Advisors LP
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
Global X Japan Co., Ltd.
|
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Tudor Financial Inc.
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Integrated Advisors Network LLC
|
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|
IFG Advisory, LLC
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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West Branch Capital LLC
|
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|
Assenagon Asset Management S.A.
|
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Welch Group, LLC
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
VSM Wealth Advisory, LLC
|
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|
Zullo Investment Group, Inc.
|
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Oak Harbor Wealth Partners, Llc
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
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GeoWealth Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
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|
Kestra Advisory Services, LLC
|
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|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
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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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Senator Investment Group LP
|
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AE Wealth Management LLC
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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IMG Wealth Management, Inc.
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Integrated Investment Consultants, LLC
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Cary Street Partners Financial Llc
|
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Pine Haven Investment Counsel, Inc
|
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HDRO - ETF Series Solutions - Defiance Next Gen H2 ETF
|
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Scarborough Advisors, LLC
|
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Banque Transatlantique SA
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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PFG Investments, LLC
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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L2 Asset Management, LLC
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Bnp Paribas Arbitrage, Sa
|
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Venturi Wealth Management, LLC
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
|
Tranquilli Financial Advisor LLC
|
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|
|
West Paces Advisors Inc.
|
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Jennison Associates Llc
|
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Czech National Bank
|
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Vista Investment Management
|
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Camden Capital, LLC
|
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IMA Wealth, Inc.
|
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Smithfield Trust Co
|
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Resona Asset Management Co.,Ltd.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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Harmony Asset Management Llc
|
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FSCHX - FIDELITY SELECT PORTFOLIOS - Chemicals Portfolio
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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SOA Wealth Advisors, LLC.
|
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Old Second National Bank Of Aurora
|
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Kentucky Retirement Systems
|
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Tocqueville Asset Management L.p.
|
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Carson Advisory Inc.
|
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Private Wealth Asset Management, LLC
|
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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UniSuper Management Pty Ltd
|
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Summit X, LLC
|
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Fidelity D & D Bancorp Inc
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Moment Partners, LLC
|
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Capital Investment Advisors, LLC
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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Ing Groep Nv
|
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Formidable Asset Management, LLC
|
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Scharf Investments, Llc
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
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|
Diversify Wealth Management, Llc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
Adirondack Trust Co
|
|
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|
Baker Avenue Asset Management, LP
|
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|
Twin City Private Wealth, Llc
|
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|
Soltis Investment Advisors LLC
|
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|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
|
SWAN Capital LLC
|
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|
|
Burney Co/
|
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|
Maia Wealth LLC
|
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NorthCrest Asset Manangement, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
Boomfish Wealth Group, LLC
|
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|
Simplex Trading, Llc
|
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|
|
Belpointe Asset Management LLC
|
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|
Centaurus Financial, Inc.
|
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Davis R M Inc
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Aspire Growth Partners LLC
|
|
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|
|
|
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
New England Capital Financial Advisors LLC
|
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|
Birch Hill Investment Advisors LLC
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Deutsche Bank Ag\
|
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|
Scotia Capital Inc.
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Tudor Investment Corp Et Al
|
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Wellington Management Group Llp
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ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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Nations Financial Group Inc, /ia/ /adv
|
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TLCI - Touchstone ETF Trust - Touchstone International Equity ETF
|
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Gabelli Dividend & Income Trust
|
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|
TFC Financial Management
|
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Freestone Grove Partners LP
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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|
Thrivent Financial For Lutherans
|
|
|
|
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Aristotle Capital Management, LLC
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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Alliancebernstein L.p.
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Fortitude Family Office, LLC
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Essex Financial Services, Inc.
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Norden Group Llc
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Brooks, Moore & Associates, Inc.
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Clean Yield Group
|
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Running Oak Capital LLC
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Cypress Capital Group
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Baldwin Brothers Inc/ma
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Keel Point, LLC
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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|
Culbertson A N & Co Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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Youngs Advisory Group, Inc.
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Lombard Odier Asset Management (Switzerland) SA
|
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Truvestments Capital Llc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Csenge Advisory Group
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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Skopos Labs, Inc.
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Tobam
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Baird Financial Group, Inc.
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HFM Investment Advisors, LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
LaSalle St. Investment Advisors, LLC
|
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Indiana Trust & Investment Management CO
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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|
Creative Planning
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Fiera Capital Corp
|
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Wolff Wiese Magana Llc
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Stifel Financial Corp
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Fiduciary Group LLC
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
True Wealth Design, LLC
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
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|
Whittier Trust Co
|
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|
Access Financial Services, Inc.
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Crews Bank & Trust
|
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Anchor Investment Management, LLC
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
Virtue Capital Management, LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
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|
First Command Advisory Services, Inc.
|
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|
Dudley Capital Management, Llc
|
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|
Grimes & Company, Inc.
|
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|
Moody National Bank Trust Division
|
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|
Argent Advisors, Inc.
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|
Tilia Fiduciary Partners, Inc.
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
USS Investment Management Ltd
|
|
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|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Cruiser Capital Advisors, Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
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|
Evermay Wealth Management Llc
|
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|
Levin Capital Strategies, L.p.
|
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|
Stonebridge Financial Group, LLC
|
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|
Glen Eagle Advisors, LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
South Dakota Investment Council
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Prudential Plc
|
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|
Invst, LLC
|
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|
Solidarilty Wealth, LLC
|
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|
Integrated Wealth Concepts LLC
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Brinker Capital Investments, LLC
|
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|
A. D. Beadell Investment Counsel, Inc.
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
NorthRock Partners, LLC
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
Meridian Wealth Advisors, LLC
|
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|
Investment Management Corp of Ontario
|
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|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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Vermillion & White Wealth Management Group, LLC
|
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|
Franklin, Parlapiano, Turner & Welch, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
Resources Investment Advisors, LLC.
|
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FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
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|
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|
LexAurum Advisors, LLC
|
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Mutual Advisors, LLC
|
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Gs Investments, Inc.
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Clark Capital Management Group, Inc.
|
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Catalyst Financial Partners Llc
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
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|
Park Square Financial Group, LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
|
|
Heritage Wealth Advisors
|
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|
Boreal Capital Management LLC
|
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|
Atomi Financial Group, Inc.
|
|
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Total Investment Management Inc
|
|
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|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
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|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
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|
|
Byrne Asset Management LLC
|
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|
Cornerstone Planning Group LLC
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Coho Partners, Ltd.
|
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|
Howard Hughes Medical Institute
|
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|
Aviance Capital Partners, LLC
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
Successful Portfolios LLC
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
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|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Trajan Wealth LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
|
|
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
FIL Ltd
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Tufton Capital Management
|
|
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|
Anb Bank
|
|
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|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
|
Newbridge Financial Services Group, Inc.
|
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|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Ally Financial Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
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|
|
Courier Capital Llc
|
|
|
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|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
|
|
Bell Investment Advisors, Inc
|
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|
|
Hughes Financial Services, LLC
|
|
|
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|
Romano Brothers And Company
|
|
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|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Politan Capital Management LP
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
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|
Legacy Financial Strategies, LLC
|
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|
|
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|
Contravisory Investment Management, Inc.
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
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|
Farmers & Merchants Investments Inc
|
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|
|
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|
Drucker Wealth 3.0, LLC
|
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|
Frank, Rimerman Advisors LLC
|
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|
|
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|
Bank of New York Mellon Corp
|
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|
David R. Rahn & Associates Inc.
|
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|
StoneX Group Inc.
|
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|
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|
FSA Wealth Management LLC
|
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|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
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|
Ameritas Advisory Services, LLC
|
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|
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|
Central Bank & Trust Co
|
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|
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED 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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|
Spinnaker Trust
|
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|
Woodstock Corp
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
|
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|
White Pine Capital Llc
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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First PREMIER Bank
|
|
|
|
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|
Bdf-gestion
|
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|
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|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
|
|
Y.D. More Investments Ltd
|
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|
First Western Trust Bank
|
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Enhancing Capital LLC
|
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Park National Corp /oh/
|
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|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
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|
Cahill Financial Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
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|
SCS Capital Management LLC
|
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|
|
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Taurus Asset Management, Llc
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
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|
Defined Wealth Management, Llc
|
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|
Westbourne Investment Advisors, Inc.
|
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|
Rothschild Investment Llc
|
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Eliot Finkel Investment Counsel, LLC
|
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|
Fiduciary Family Office, Llc
|
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|
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|
MCF Advisors LLC
|
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|
Long Road Investment Counsel, LLC
|
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|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
|
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|
Peapack Gladstone Financial Corp
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
TFG Advisers LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
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|
Mutual Of America Capital Management Llc
|
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|
|
|
Souders Financial Advisors
|
|
|
|
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|
Whipplewood Advisors, LLC
|
|
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|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
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|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
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|
Trilogy Capital Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Walnut Level Capital LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Profunds - Profund Vp Basic Materials
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Scissortail Wealth Management, LLC
|
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|
Rowland & Co Investment Counsel/adv
|
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Red Cedar Investment Management, Llc
|
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Townsquare Capital Llc
|
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AGH Wealth Advisors, LLC
|
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|
Intech Investment Management Llc
|
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|
Burke & Herbert Bank & Trust Co
|
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|
WPG Advisers, LLC
|
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Greenfield Savings Bank
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Ameritas Investment Partners, Inc.
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Signaturefd, Llc
|
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Icon Wealth Advisors, LLC
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Td Asset Management Inc
|
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Xponance, Inc.
|
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Frazier Financial Advisors, LLC
|
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IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Lombard Odier Asset Management (USA) Corp
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Independence Bank of Kentucky
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Lowe Brockenbrough & Co Inc
|
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Circle Wealth Management, LLC
|
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Axxcess Wealth Management, Llc
|
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Dagco, Inc.
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Nfj Investment Group, Llc
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Ingalls & Snyder Llc
|
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E. Ohman J:or Asset Management AB
|
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Anchor Capital Advisors Llc
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Sittner & Nelson, Llc
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Zimmer Partners, LP
|
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Sessa Capital IM, L.P.
|
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Focus Financial Network, Inc.
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
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|
LGT Financial Advisors LLC
|
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Vaughan David Investments Inc/il
|
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SOUTH STATE Corp
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Bank Of Montreal /can/
|
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Brandywine Global Investment Management, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Tectonic Advisors Llc
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Allworth Financial LP
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Drive Wealth Management, Llc
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Ag2r La Mondiale Gestion D'actifs
|
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Jentner Corp
|
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Northside Capital Management, LLC
|
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Croban
|
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NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
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|
Mackenzie Financial Corp
|
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Barnes Dennig Private Wealth Management LLC
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Kozak & Associates, Inc.
|
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Exane Asset Management
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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|
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|
Avalon Trust Co
|
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|
Founders Financial Alliance, LLC
|
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Caliber Wealth Management, LLC / KS
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
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|
Tompkins Financial Corp
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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|
Phoenix Holdings Ltd.
|
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|
Chicago Partners Investment Group LLC
|
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|
Ariston Services Group
|
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|
High Note Wealth, LLC
|
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|
Core Alternative Capital
|
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|
DAVENPORT & Co LLC
|
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|
10Elms LLP
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
HB Wealth Management, LLC
|
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|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
|
Huntleigh Advisors, Inc.
|
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|
UMA Financial Services, Inc.
|
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|
Brown Advisory Inc
|
|
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|
|
Founders Capital Management
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
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|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
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|
|
Mechanics Financial Corp
|
|
|
|
|
|
Summit Financial, LLC
|
|
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|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Atom Investors LP
|
|
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|
Jane Street Group, Llc
|
|
|
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|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
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|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
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|
|
Johnson Investment Counsel Inc
|
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|
Capital Group Private Client Services, Inc.
|
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Prestige Wealth Management Group LLC
|
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|
Borer Denton & Associates, Inc.
|
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|
Level Four Advisory Services, Llc
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
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|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
Traphagen Investment Advisors Llc
|
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Beaumont Financial Advisors, LLC
|
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Optimum Investment Advisors
|
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Orion Capital Management LLC
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
Independent Solutions Wealth Management, LLC
|
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Riggs Asset Managment Co. Inc.
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Delta Capital Management Llc
|
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Texas Capital Bank Wealth Management Services Inc
|
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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Hartford Investment Management Co
|
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Signet Investment Advisory Group, Inc.
|
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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Citadel Advisors Llc
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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Bruce G. Allen Investments, LLC
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
DekaBank Deutsche Girozentrale
|
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|
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Arlington Trust Co LLC
|
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
Kathmere Capital Management, LLC
|
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Battery Global Advisors, LLC
|
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Capital Advisors, Ltd. LLC
|
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Kingswood Wealth Advisors, Llc
|
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CGC Financial Services, LLC
|
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Cyndeo Wealth Partners, LLC
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Diversified Trust Co
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Cerro Pacific Wealth Advisors LLC
|
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IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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|
Morningstar Investment Services LLC
|
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Enterprise Financial Services Corp
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
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|
|
Salomon & Ludwin, LLC
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Wbh Advisory Inc
|
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|
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|
Appleton Partners Inc/ma
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
|
Painted Porch Advisors LLC
|
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|
Trueblood Wealth Management, LLC
|
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Northwestern Mutual Investment Management Company, Llc
|
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|
Paradigm Asset Management Co Llc
|
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Nova Wealth Management, Inc.
|
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Rhumbline Advisers
|
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|
Sage Capital Advisors,llc
|
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Boston Trust Walden Corp
|
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Impax Asset Management Group plc
|
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Smith Chas P & Associates Pa Cpas
|
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|
Parvin Asset Management, LLC
|
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|
Benjamin Edwards Inc
|
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|
Beacon Pointe Advisors, LLC
|
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|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
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|
Busey Wealth Management
|
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
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|
Tran Capital Management, L.p.
|
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|
Pacifica Partners Inc.
|
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|
Clear Investment Research, Llc
|
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|
Confluence Wealth Services, Inc.
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
Atlantic Union Bankshares Corp
|
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|
New Hampshire Trust
|
|
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|
Newton One Investments LLC
|
|
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|
Natixis
|
|
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|
|
Summit Wealth Partners, LLC
|
|
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|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
13D Management LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Rockland Trust Co
|
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|
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|
Sanders Morris Harris Llc
|
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|
SS&H Financial Advisors, Inc.
|
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|
Insigneo Advisory Services, Llc
|
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|
Onefund, Llc
|
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|
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|
Westport Asset Management Inc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
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|
|
Addison Advisors LLC
|
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|
Mengis Capital Management, Inc.
|
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|
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|
Alpine Bank Wealth Management
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
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|
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|
|
Horizon Investments, LLC
|
|
|
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|
Baxter Bros Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Aviva Plc
|
|
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|
TrueMark Investments, LLC
|
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|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
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|
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio
|
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|
|
|
|
First Community Trust Na
|
|
|
|
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|
Bragg Financial Advisors, Inc
|
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|
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|
Financial Network Wealth Advisors LLC
|
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|
Northcape Wealth Management, Llc
|
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|
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|
Sei Investments Co
|
|
|
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|
Allianz Asset Management GmbH
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
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|
Adams Natural Resources Fund, Inc.
|
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|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
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|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
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|
Standard Life Aberdeen plc
|
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|
Becker Capital Management Inc
|
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|
Abner Herrman & Brock Llc
|
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|
Congress Asset Management Co /ma
|
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|
United Asset Strategies, Inc.
|
|
|
|
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|
Forsta Ap-fonden
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
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|
|
First National Bank Of Omaha
|
|
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|
Barbara Oil Co.
|
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Nomura Asset Management Co Ltd
|
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Bank Of America Corp /de/
|
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|
Fulton Breakefield Broenniman Llc
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Mantle Ridge LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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Adviser Investments LLC
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Rockline Wealth Management, LLC
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Kayne Anderson Capital Advisors Lp
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Institutional Investment Strategy Fund
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IFP Advisors, Inc
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Beaton Management Co. Inc.
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Plancorp, LLC
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
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Retirement Systems of Alabama
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Essex LLC
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Institute for Wealth Management, LLC.
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Spring Capital Management, Llc
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Atlantic Trust, LLC
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Amplify Investments, Llc
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Evergreen Wealth Solutions, LLC
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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CBIZ Investment Advisory Services, LLC
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Intrua Financial, LLC
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Winthrop Capital Management, LLC
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WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
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Wesbanco Bank Inc
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Osborne Partners Capital Management, Llc
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Cincinnati Specialty Underwriters Insurance CO
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Northeast Investment Management
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Clear Street Markets Llc
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Eagle Bay Advisors LLC
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Sit Investment Associates Inc
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Spectrum Wealth Counsel, LLC
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Nicholas Hoffman & Company, LLC.
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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Vise Technologies, Inc.
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Public Employees Retirement Association Of Colorado
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California State Teachers Retirement System
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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Ambassador Advisors, LLC
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Wolverine Asset Management Llc
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Cardinal Point Capital Management, ULC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Federation des caisses Desjardins du Quebec
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Handelsbanken Fonder AB
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Venture Visionary Partners LLC
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Change Path, LLC
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Douglas Lane & Associates, LLC
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Hudson Bay Capital Management LP
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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Investment Advisory Services Inc /tx /adv
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City Holding Co
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Wendell David Associates Inc
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Los Angeles Capital Management Llc
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Cozad Asset Management Inc
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Public Investment Fund
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Proficio Capital Partners LLC
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Trust Co
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Verity Asset Management, Inc.
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Bfsg, Llc
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FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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Bristol John W & Co Inc /ny/
|
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Prosperity Consulting Group, LLC
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
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Sky Investment Group LLC
|
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|
Opal Wealth Advisors, LLC
|
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Rossmore Private Capital
|
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|
Krane Funds Advisors LLC
|
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Rnc Capital Management Llc
|
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|
HFR Wealth Management, LLC
|
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Cornerstone Advisors, LLC
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Webster Bank, N. A.
|
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Marshall Wace, Llp
|
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DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Red Door Wealth Management, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
Elwood Capital Partners Lp
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
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|
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|
Klp Kapitalforvaltning As
|
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|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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|
|
|
|
Principal Securities, Inc.
|
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|
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|
|
ProShare Advisors LLC
|
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|
|
Baader Bank INC
|
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|
Harbour Capital Advisors, LLC
|
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|
Blair William & Co/il
|
|
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|
Journey Strategic Wealth Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
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|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
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|
Welch & Forbes Llc
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
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|
|
Graypoint LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
