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Toronto Dominion Bank
|
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Richwood Investment Advisors, LLC
|
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VestGen Advisors, LLC
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Isthmus Partners, Llc
|
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Seelaus Asset Management LLC
|
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|
Tiaa Trust, National Association
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
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|
Laraway Financial Inc
|
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|
Synovus Financial Corp
|
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Central Bank & Trust Co
|
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West Tower Group, LLC
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First Western Trust Bank
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Machina Capital S.a.s.
|
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MetLife Investment Management, LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Capstone Investment Advisors, Llc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Harvest Fund Management Co., Ltd
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Oppenheimer & Co Inc
|
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Mizuho Securities Usa Llc
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PFW Advisors LLC
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Roberts Glore & Co Inc /il/
|
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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Graves-Light Private Wealth Management, Inc.
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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Siemens Fonds Invest GmbH
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Mid-American Wealth Advisory Group, Inc.
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Oppenheimer Asset Management Inc.
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Venturi Wealth Management, LLC
|
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D'Orazio & Associates, Inc.
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Guardian Capital Lp
|
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Precedent Wealth Partners, Llc
|
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Brevan Howard Capital Management LP
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
Visionary Wealth Advisors
|
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Turtle Creek Wealth Advisors, LLC
|
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Pioneer Trust Bank N A/or
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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Aft, Forsyth & Company, Inc.
|
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First Pacific Financial
|
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Bank Of Nova Scotia
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Sierra Ocean, Llc
|
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Argent Trust Co
|
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HHM Wealth Advisors, LLC
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Burkett Financial Services, Llc
|
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Compagnie Lombard Odier SCmA
|
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Charles Schwab Investment Management Inc
|
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Howard Capital Management Inc.
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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Change Path, LLC
|
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|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Flaharty Asset Management, LLC
|
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|
Mizuho Securities Usa Llc
|
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|
Armis Advisers, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Fairscale Capital, LLC
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Garrison Point Advisors, Llc
|
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Cypress Capital Management LLC (WY)
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Winthrop Capital Management, LLC
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
Texas Permanent School Fund
|
|
|
|
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|
Stack Financial Management, Inc
|
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
Greenleaf Trust
|
|
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|
Wells Fargo & Company/mn
|
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|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
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|
|
Midland Wealth Advisors Llc
|
|
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|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
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Chicago Partners Investment Group LLC
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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|
|
Savvy Advisors, Inc.
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Anfield Capital Management, LLC
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
|
|
|
Brown, Lisle/cummings, Inc.
|
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|
|
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|
Catalyst Funds Management Pty Ltd
|
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|
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|
Christopher J. Hasenberg, Inc
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
|
|
State Of Wisconsin Investment Board
|
|
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|
Diversified Enterprises, LLC
|
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|
Curbstone Financial Management Corp
|
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Kayne Anderson Rudnick Investment Management Llc
|
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TFR Capital, LLC.
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Pinnacle Associates Ltd
|
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Park Place Capital Corp
|
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|
NewEdge Wealth, LLC
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Mascoma Wealth Management LLC
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
|
Cordatus Wealth Management LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Metis Global Partners, LLC
|
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Erste Asset Management GmbH
|
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Seamount Financial Group Inc
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Jefferies Financial Group Inc.
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Hager Investment Management Services, Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
|
Cubist Systematic Strategies, LLC
|
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|
|
|
|
Northstar Asset Management Inc
|
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Inlet Private Wealth, LLC
|
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|
Canada Pension Plan Investment Board
|
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Madison Asset Management, LLC
|
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Bnp Paribas Arbitrage, Sa
|
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Perpetual Ltd
|
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V-Square Quantitative Management LLC
|
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|
Brown Brothers Harriman & Co
|
|
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|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
|
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|
Sapient Capital Llc
|
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|
|
First Manhattan Co
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
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|
Ballentine Partners, LLC
|
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|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
|
Busey Wealth Management
|
|
|
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|
|
Harbour Capital Advisors, LLC
|
|
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|
|
|
Turning Point Benefit Group, Inc.
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Argus Investors' Counsel, Inc.
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
Fundamentun, Llc
|
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Smithbridge Asset Management Inc/de
|
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Dynamic Technology Lab Private Ltd
|
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|
Vancity Investment Management Ltd
|
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|
|
Shulman DeMeo Asset Management LLC
|
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|
Alpha Cubed Investments, LLC
|
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|
Sachetta, LLC
|
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|
Alta Advisers Ltd
|
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|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
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|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
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|
BCS Private Wealth Management, Inc.
|
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|
World Equity Group, Inc.
|
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|
Markel Corp
|
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|
Americana Partners, LLC
|
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|
Credential Securities Inc.
|
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|
Cerity Partners LLC
|
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|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
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|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
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|
|
Westside Investment Management, Inc.
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
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|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
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|
Lynch & Associates/in
|
|
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|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
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|
|
Brookstone Capital Management
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
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|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
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|
Meeder Advisory Services, Inc.
|
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Morton Brown Family Wealth, LLC
|
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First Community Trust Na
|
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|
Equitable Holdings, Inc.
|
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Boyd Watterson Asset Management Llc/oh
|
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CIBC Private Wealth Group, LLC
|
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Mattson Financial Services, LLC
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Valeo Financial Advisors, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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Advisor Group Holdings, Inc.
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Silverlake Wealth Management Llc
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Shufro Rose & Co Llc
|
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GHP Investment Advisors, Inc.
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Ossiam
|
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Voleon Capital Management Lp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Macquarie Group Ltd
|
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White Pine Capital Llc
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MeadowBrook Investment Advisors LLC
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Abc Arbitrage Sa
|
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SRN Advisors, LLC
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Acima Private Wealth, Llc
|
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Asset Management One Co., Ltd.
|
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Reyes Financial Architecture, Inc.
|
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Roof Eidam & Maycock/adv
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Harbor Investment Advisory, Llc
|
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Legato Capital Management LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
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|
|
Dynamic Advisor Solutions LLC
|
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|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
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Monetary Management Group Inc
|
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Becker Capital Management Inc
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SOUTH STATE Corp
|
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Davis R M Inc
|
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LaFleur & Godfrey LLC
|
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IFM Investors Pty Ltd
|
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Oakworth Capital, Inc.
|
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Breakwater Investment Management
|
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Chesapeake Wealth Management
|
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Sherbrooke Park Advisers Llc
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
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|
DekaBank Deutsche Girozentrale
|
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Front Street Capital Management, Inc.
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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Moody National Bank Trust Division
|
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Mairs & Power Inc
|
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Penserra Capital Management LLC
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
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|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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North Star Investment Management Corp.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
Laurel Wealth Advisors LLC
|
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|
Somerville Kurt F
|
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Rappaport Reiches Capital Management, LLC
|
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Parvin Asset Management, LLC
|
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TCM Advisors, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
BKD Wealth Advisors, LLC
|
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|
Covestor Ltd
|
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|
Aspect Partners, LLC
|
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Marble Harbor Investment Counsel, LLC
|
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Smartleaf Asset Management LLC
|
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United Community Bank
|
|
|
|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
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|
Paladin Advisory Group, LLC
|
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|
Ingalls & Snyder Llc
|
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|
Rothschild Investment Llc
|
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|
Stockman Wealth Management, Inc.
|
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|
Barrett & Company, Inc.
|
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|
Citizens & Northern Corp
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
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|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Pitcairn Co
|
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|
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|
Options Solutions, Llc
|
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|
Strategic Financial Services, Inc,
|
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|
Rhumbline Advisers
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
|
|
|
Verdence Capital Advisors LLC
|
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|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
KPP Advisory Services LLC
|
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|
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|
|
Swedbank AB
|
|
|
|
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|
Angeles Wealth Management, Llc
|
|
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
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|
|
|
|
Lowe Brockenbrough & Co Inc
|
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|
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|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Coerente Capital Management
|
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|
Forum Financial Management, LP
|
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GPS Wealth Strategies Group, LLC
|
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Dumont & Blake Investment Advisors Llc
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Eukles Asset Management
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
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|
|
Public Employees Retirement System Of Ohio
|
|
|
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|
CAPROCK Group, Inc.
|
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|
Pinnacle Financial Partners Inc
|
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Annis Gardner Whiting Capital Advisors, LLC
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|
SWS Partners
|
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|
Oak Asset Management, LLC
|
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|
Raymond James Financial Inc
|
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|
Aptus Capital Advisors, LLC
|
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|
Baader Bank INC
|
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Pictet Asset Management Holding SA
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Sanibel Captiva Trust Company, Inc.
|
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Confluence Investment Management Llc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Norris Perne & French Llp/mi
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Carret Asset Management, Llc
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Bank & Trust Co
|
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|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Greykasell Wealth Strategies, Inc.
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
|
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|
Mizuho Markets Americas Llc
|
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|
Valued Wealth Advisors LLC
|
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|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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|
|
Ausdal Financial Partners, Inc.
|
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|
Avestar Capital, LLC
|
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|
Birchbrook, Inc.
|
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Vanguard Group Inc
|
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Rexford Capital Inc
|
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Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Keener Financial Planning LLC
|
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|
Wellington Management Group Llp
|
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Generali Asset Management SPA SGR
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
Lathrop Investment Management Corp
|
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Lummis Asset Management, LP
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
De Burlo Group Inc
|
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|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Kilter Group LLC
|
|
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|
|
Murphy & Mullick Capital Management Corp
|
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Hamilton Point Investment Advisors, LLC
|
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Mission Wealth Management, Lp
|
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|
Saturna Capital CORP
|
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Grove Bank & Trust
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
GeoWealth Management, LLC
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
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|
Beacon Pointe Advisors, LLC
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
Ameriprise Financial Inc
|
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Westend Capital Management LLC
|
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Intech Investment Management Llc
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Norden Group Llc
|
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|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
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Quarry LP
|
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|
Farmers Trust Co
|
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
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|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
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|
|
National Bank Of Canada /fi/
|
|
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|
|
Romano Brothers And Company
|
|
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|
|
AdvisorNet Financial, Inc
|
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|
|
Proffitt & Goodson Inc
|
|
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|
|
Skopos Labs, Inc.
|
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|
MAI Capital Management
|
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|
Global Retirement Partners, LLC
|
|
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|
ExodusPoint Capital Management, LP
|
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|
Heritage Wealth Management, Inc.
|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Anb Bank
|
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Financial Advocates Investment Management
|
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Drive Wealth Management, Llc
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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First National Bank of Mount Dora, Trust Investment Services
|
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KBC Group NV
|
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Canopy Partners, LLC
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First United Bank Trust/
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Spectrum Wealth Counsel, LLC
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Compton Wealth Advisory Group, LLC
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Chicago Capital, LLC
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Nomura Asset Management Co Ltd
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TOWER TRUST & INVESTMENT Co
|
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PFS Partners, LLC
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Ellevest, Inc.
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Klingenstein Fields & Co Lp
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Kornitzer Capital Management Inc /ks
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ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
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Trexquant Investment LP
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
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Sonora Investment Management Group, LLC
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Sofos Investments, Inc.
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Intellectus Partners, LLC
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Stonebridge Capital Management Inc
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Mitsubishi UFJ Trust & Banking Corp
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Utah Retirement Systems
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
Mbb Public Markets I Llc
|
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Outlook Wealth Advisors, LLC
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Parkworth Wealth Management, Inc.
|
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Westfield Capital Management Co Lp
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Rockefeller Capital Management L.P.
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Gen-Wealth Partners Inc
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Foster Group, Inc.
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Gamco Investors, Inc. Et Al
|
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Volterra Technologies LP
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Dearborn Partners Llc
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Woodley Farra Manion Portfolio Management Inc
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Thomas Story & Son Llc
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Aqr Capital Management Llc
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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Trust Co Of Virginia /va
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Cullen/frost Bankers, Inc.
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Leelyn Smith, LLC
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First Merchants Corp
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Empower Advisory Group, LLC
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First Financial Corp /in/
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Cozad Asset Management Inc
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Union Savings Bank
|
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Nichols & Pratt Advisers Llp /ma
|
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Associated Banc-corp
|
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BHK Investment Advisors, LLC
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Alps Advisors Inc
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
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Motco
|
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Foundation Wealth Management, LLC\PA
|
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Montecito Bank & Trust
|
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Kingsview Wealth Management, LLC
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National Pension Service
|
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Addison Advisors LLC
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Massachusetts Wealth Management
|
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Opal Wealth Advisors, LLC
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Old Republic International Corp
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Plato Investment Management Ltd
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Hoey Investments, Inc
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Glenview Trust Co
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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Trinity Financial Advisors LLC
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Port Capital LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Institutional Investment Strategy Fund
|
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|
Capital Asset Advisory Services LLC
|
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|
CENTRAL TRUST Co
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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Concord Asset Management, LLC/VA
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
Eqis Capital Management, Inc.
|
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|
Mill Capital Management, LLC
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Guardian Investment Management
|
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|
Wealth Alliance
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
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|
Klp Kapitalforvaltning As
|
|
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
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|
|
Alliancebernstein L.p.
|
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|
|
|
|
Catalytic Wealth RIA, LLC
|
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|
|
|
Parsons Capital Management Inc/ri
|
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|
|
|
Spears Abacus Advisors LLC
|
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|
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|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
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|
|
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|
Sky Investment Group LLC
|
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|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
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|
Centiva Capital, LP
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Briar Hall Management LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
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Hills Bank & Trust Co
|
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|
Bragg Financial Advisors, Inc
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
First Heartland Consultants, Inc.
|
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|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
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|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
Costello Asset Management, INC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Patron Partners Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
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|
Kraft Asset Management, Llc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
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|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
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|
Rocky Mountain Advisers, Llc
|
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
Frank, Rimerman Advisors LLC
|
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|
Gibbs Wealth Management
|
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|
Qube Research & Technologies Ltd
|
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|
Orgel Wealth Management, LLC
|
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|
Safe Harbor Fiduciary, LLC
|
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|
Roxbury Financial LLC
|
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|
Johnson Financial Group, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
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|
|
|
Evergreen Capital Management Llc
|
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|
Prudential Financial Inc
|
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|
Castle Wealth Management Llc
|
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|
Wealthquest Corp
|
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|
Iron Horse Wealth Management, LLC
|
|
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
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|
|
Schulhoff & Co Inc
|
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Belpointe Asset Management LLC
|
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|
Nbw Capital Llc
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
PineBridge Investments, L.P.
|
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|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Klingman & Associates, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
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|
Advisors Capital Management, LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
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|
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|
|
Adviser Investments LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Empowered Funds, LLC
|
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|
Susquehanna International Group, Llp
|
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|
Perbak Capital Partners LLP
|
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|
Range Financial Group LLC
|
|
|
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|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
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|
|
Cushing Capital Partners, LLC
|
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|
|
|
Atlas Legacy Advisors, LLC
|
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|
|
ORG Wealth Partners, LLC
|
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|
|
|
Ti-trust, Inc
|
|
|
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|
UniSuper Management Pty Ltd
|
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|
Cypress Capital Group
|
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
|
Money Concepts Capital Corp
|
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|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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|
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|
O'shaughnessy Asset Management, Llc
|
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|
Hartford Investment Management Co
|
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|
Sage Capital Advisors,llc
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
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|
Horst & Graben Wealth Management LLC
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Roundview Capital LLC
|
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|
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|
|
Carolina Wealth Advisors, LLC
|
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|
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|
Kathmere Capital Management, LLC
|
|
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|
Mariner, LLC
|
|
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|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
Tsfg, Llc
|
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|
|
Diversify Advisory Services, LLC
|
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|
Alerus Financial Na
|
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|
Bank OZK
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Tandem Investment Partners LLC
|
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|
Eads & Heald Wealth Management
|
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|
PDS Planning, Inc
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Woodstock Corp
|
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|
Callan Family Office, LLC
|
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Gitterman Wealth Management, LLC
|
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|
Davis Capital Management
|
|
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|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
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|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Latash Investments, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Raleigh Capital Management Inc.
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
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Evermay Wealth Management Llc
|
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|
Country Trust Bank
|
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Crown Wealth Group, LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Northcape Wealth Management, Llc
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Allspring Global Investments Holdings, LLC
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Jeppson Wealth Management, Llc
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Boreal Capital Management LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
JGP Wealth Management, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Barclays Plc
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Institute for Wealth Management, LLC.
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|
Citadel Advisors Llc
|
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Regions Financial Corp
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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McGlone Suttner Wealth Management, Inc.
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Hamilton Capital, LLC
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Wealthcare Advisory Partners LLC
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Joel Isaacson & Co., LLC
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Hartline Investment Corp/
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New York Life Investment Management Llc
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Eventide Asset Management, Llc
|
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Inspirion Wealth Advisors, Llc
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Private Wealth Management Group, LLC
|
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Nixon Peabody Trust Co
|
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Lowe Wealth Advisors, LLC
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Shepherd Financial Partners LLC
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
First Long Island Investors, LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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PFG Advisors
|
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Columbia Asset Management
|
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Commerzbank Aktiengesellschaft /fi
|
|
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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|
Integrated Wealth Concepts LLC
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
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|
Conestoga Capital Advisors, LLC
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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|
CBOE Vest Financial, LLC
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S&t Bank/pa
|
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Tyler-Stone Wealth Management
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
Keebeck Wealth Management, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Pacific Heights Asset Management Llc
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Convergence Financial, LLC
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Kohmann Bosshard Financial Services, LLC
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Borer Denton & Associates, Inc.
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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Stephens Inc /ar/
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Fortress Wealth Group, LLC
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Palisade Asset Management, LLC
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Ofi Invest Asset Management
|
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Total Investment Management Inc
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MASTERINVEST Kapitalanlage GmbH
|
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Horrell Capital Management, Inc.
|
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Dohj, Llc
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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Midwest Trust Co
|
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|
Shoker Investment Counsel, Inc.
|
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Holderness Investments Co
|
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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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|
JNBA Financial Advisors
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Daiwa Securities Group Inc.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Pacer Advisors, Inc.
|
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
Van Strum & Towne Inc.
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Impax Asset Management Group plc
|
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|
Keebeck Alpha, LP
|
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|
Farrow Financial Inc.
|
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|
Wbh Advisory Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
Riverview Trust Co
|
|
|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
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|
Public Sector Pension Investment Board
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Ntv Asset Management Llc
|
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|
Ameriflex Group, Inc.
|
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|
Sippican Capital Advisors
|
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|
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|
Sandy Cove Advisors, LLC
|
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
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|
|
State Farm Mutual Automobile Insurance Co
|
|
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|
|
Archer Investment Corp
|
|
|
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|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
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First Bank & Trust
|
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|
Boston Research & Management Inc
|
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Cresset Asset Management, LLC
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|
ICW Investment Advisors LLC
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|
Pallas Capital Advisors LLC
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|
Arete Wealth Advisors, LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
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|
Webster Bank, N. A.
|
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|
Guinness Asset Management LTD
|
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|
Trust Co
|
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|
Chilton Capital Management Llc
|
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|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
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|
Absolute Capital Management, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
|
Arlington Trust Co LLC
|
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Pnc Financial Services Group, Inc.
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Kanawha Capital Management Llc
|
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Tower Research Capital LLC (TRC)
|
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Jackson Square Capital, Llc
|
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Hilltop Holdings Inc.
|
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Caxton Associates Llp
|
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Nissay Asset Management Corp /japan/ /adv
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
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|
Holos Integrated Wealth LLC
|
|
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
First Citizens Bank & Trust Co
|
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|
Per Stirling Capital Management, LLC.
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Fishman Jay A Ltd/mi
|
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Cranbrook Wealth Management, LLC
|
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|
Planned Solutions, Inc.
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Griffin Asset Management, Inc.
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Marquette Asset Management, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
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|
Captrust Financial Advisors
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
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|
City State Bank
|
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|
Tompkins Financial Corp
|
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|
Occidental Asset Management, LLC
|
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Wealth Group, Ltd.
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
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|
Comerica Bank
|
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|
Summit Financial, LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
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|
River Wealth Advisors LLC
|
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|
Newman Dignan & Sheerar, Inc.
|
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Ieq Capital, Llc
|
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|
Mitchell Sinkler & Starr/pa
|
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|
Principle Wealth Partners Llc
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
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|
Fulton Breakefield Broenniman Llc
|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
NewSquare Capital LLC
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|
Guggenheim Capital Llc
|
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|
Boston Trust Walden Corp
|
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|
Portfolio Design Labs, LLC
|
|
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|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
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|
Spdr S&p 500 Etf Trust
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
Grandfield & Dodd, Llc
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
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|
|
RFG Advisory, LLC
|
|
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|
Ipswich Investment Management Co., Inc.
|
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|
Murphy Pohlad Asset Management LLC
|
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|
Apexium Financial, Lp
|
|
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|
Summit Trail Advisors, Llc
|
|
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|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
|
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|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
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First Horizon Advisors, Inc.
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Dagco, Inc.
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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Princeton Global Asset Management LLC
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Td Private Client Wealth Llc
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GSB Wealth Management, LLC
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Fruth Investment Management
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Phoenix Holdings Ltd.
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Fiduciary Trust Co
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Penobscot Investment Management Company, Inc.
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Whipplewood Advisors, LLC
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New Hampshire Trust
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denkapparat Operations GmbH
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Kerntke Otto McGlone Wealth Management Group
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Aviso Financial Inc.
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
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Applied Capital LLC/FL
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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Advisory Alpha, LLC
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Entropy Technologies, LP
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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Sound Income Strategies, LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Brady Martz Wealth Solutions, LLC
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XML Financial, LLC
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Chevy Chase Trust Holdings, Inc.
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Gotham Asset Management, LLC
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Exchange Bank
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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HFM Investment Advisors, LLC
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Rockland Trust Co
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
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Polymer Capital Management (US) LLC
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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Meridian Wealth Advisors, LLC
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Gilliland Jeter Wealth Management LLC
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ProShare Advisors LLC
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Main Street Financial Solutions, LLC
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Axxcess Wealth Management, Llc
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Harvey Investment Co Llc
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Smithfield Trust Co
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Cardinal Capital Management
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Elgethun Capital Management
|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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Uncommon Cents Investing LLC
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Nvest Financial, LLC
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Argyle Capital Management Inc.
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Achmea Investment Management B.V.
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Old Point Trust & Financial Services N A
|
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Armstrong Advisory Group, Inc
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
Great Lakes Retirement, Inc.
|
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MorganRosel Wealth Management, LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
44 Wealth Management Llc
|
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|
Loomis Sayles & Co L P
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Citigroup Inc
|
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Old National Bancorp /in/
|
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Texas Yale Capital Corp.
|
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Ellis Investment Partners, LLC
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Rsm Us Wealth Management Llc
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Bear Mountain Capital, Inc.
|
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Fidelis Capital Partners, LLC
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LGT Financial Advisors LLC
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IMC-Chicago, LLC
|
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Wilson & Boucher Capital Management, LLC
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Dimensional Fund Advisors Lp
|
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|
Lmcg Investments, Llc
|
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|
Congress Asset Management Co /ma
|
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|
Concurrent Investment Advisors, LLC
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Resonant Capital Advisors, LLC
|
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|
Piscataqua Savings Bank
|
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|
Toroso Investments, LLC
|
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Cidel Asset Management Inc
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Simplicity Wealth,LLC
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
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|
IFC Advisors LLC
|
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|
Aquatic Capital Management LLC
|
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|
Gsa Capital Partners Llp
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Spirepoint Private Client, Llc
|
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|
|
Carter Financial Group, INC.
|
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|
|
O'Keefe Stevens Advisory, Inc.
|
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|
|
Philip James Wealth Mangement, LLC
|
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|
|
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|
Evoke Wealth, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
|
Sigma Planning Corp
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
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|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
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|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
