|
Holos Integrated Wealth LLC
|
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|
JBR Co Financial Management Inc
|
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|
Dodge & Cox
|
|
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
Westwood Holdings Group Inc
|
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|
ASB Consultores, LLC
|
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|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Lavaca Capital Llc
|
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|
Avantax Advisory Services, Inc.
|
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|
North Star Asset Management Inc
|
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|
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|
|
Evergreen Private Wealth LLC
|
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|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
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|
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
|
|
|
|
|
|
Ruggaard & Associates LLC
|
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|
Broderick Brian C
|
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Measured Risk Portfolios, Inc.
|
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|
Mizuho Securities Usa Llc
|
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|
Saxon Interests, Inc.
|
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|
Wood Tarver Financial Group, LLC
|
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|
Susquehanna International Group, Llp
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
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|
Thrivent Financial For Lutherans
|
|
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|
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|
LexAurum Advisors, LLC
|
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|
Sunbelt Securities, Inc.
|
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Mv Capital Management, Inc.
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
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|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
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|
Fieldview Capital Management, LLC
|
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|
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|
V-Square Quantitative Management LLC
|
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|
|
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|
Security National Bank
|
|
|
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|
Prudential Plc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
Forum Financial Management, LP
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
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|
Neo Ivy Capital Management
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
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|
Sentry LLC
|
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|
Corps Capital Advisors, LLC
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Trueblood Wealth Management, LLC
|
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|
Kempen Capital Management N.v.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
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|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
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|
Nippon Life Global Investors Americas, Inc.
|
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|
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|
Creekmur Asset Management LLC
|
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|
Parallel Advisors, LLC
|
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|
Millennium Management Llc
|
|
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|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
J. W. Coons Advisors, LLC
|
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|
Beaton Management Co. Inc.
|
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|
Waterloo Capital, L.P.
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
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|
Clarius Group, LLC
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
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|
Tortoise Capital Advisors, L.l.c.
|
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|
|
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|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
|
Chicago Capital, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
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|
|
Bull Street Advisors, LLC
|
|
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|
|
Brown, Lisle/cummings, Inc.
|
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|
|
Keel Point, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
SIIIX - MUTUAL FUND SERIES TRUST - AlphaCentric Strategic Income Fund Class I
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Alyeska Investment Group, L.P.
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TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Parsons Capital Management Inc/ri
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Thomasville National Bank
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Peterson Wealth Services
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Sandy Spring Bank
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XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
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Allegheny Financial Group LTD
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Financially Speaking Inc
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Means Investment Co., Inc.
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Harbour Investment Management Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Johnson & White Wealth Management, LLC
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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Northwestern Mutual Investment Management Company, Llc
|
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Zions Bancorporation, National Association /ut/
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GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
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Nbt Bank N A /ny
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HighPoint Advisor Group LLC
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IVC Wealth Advisors LLC
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Perigon Wealth Management, LLC
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RBF Capital, LLC
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Yousif Capital Management, Llc
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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BKM Wealth Management, LLC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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Founders Capital Management
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Walleye Trading LLC
|
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Cito Capital Group, LLC
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Invesco, Llc
|
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RMR Wealth Builders
|
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FIL Ltd
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Heritage Investors Management Corp
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Asset Advisors Investment Management, LLC
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Los Angeles Capital Management Llc
|
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Mediolanum International Funds Ltd
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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AdvisorNet Financial, Inc
|
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CarsonAllaria Wealth Management, Ltd.
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Skopos Labs, Inc.
|
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FineMark National Bank & Trust
|
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Plante Moran Financial Advisors, LLC
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Chelsea Counsel Co
|
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Garrett Wealth Advisory Group, LLC
|
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Assenagon Asset Management S.A.
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Federated Hermes, Inc.
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ORG Partners LLC
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Busey Wealth Management
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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First National Bank Of Omaha
|
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Wellington Shields Capital Management, LLC
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Counterweight Ventures, LLC
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Fifth Third Bancorp
|
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Trustmark National Bank Trust Department
|
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Kuhn & Co Investment Counsel
|
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Calamos Advisors LLC
|
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State of Alaska, Department of Revenue
|
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Bremer Bank National Association
|
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Financial Connections Group, Inc.
|
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First Pacific Financial
|
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TCG Advisory Services, LLC
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Illinois Municipal Retirement Fund
|
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Advisor OS, LLC
|
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|
Dynamic Advisor Solutions LLC
|
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Lifeworks Advisors, LLC
|
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Pictet Asset Management Holding SA
|
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Rnc Capital Management Llc
|
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
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|
Brown Advisory Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Biltmore Wealth Management, LLC
|
|
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|
|
Aull & Monroe Investment Management Corp
|
|
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|
|
CFS Investment Advisory Services, LLC
|
|
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|
|
Toroso Investments, LLC
|
|
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|
Avion Wealth
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
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|
Summit Asset Management, LLC
|
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|
Jacobi Capital Management LLC
|
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|
New Mexico Educational Retirement Board
|
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Waldron Private Wealth LLC
|
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Drucker Wealth 3.0, LLC
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
First PREMIER Bank
|
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Kintayl Capital LP
|
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Empyrean Capital Partners, LP
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Hartford Investment Management Co
|
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Norinchukin Bank, The
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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|
Silvercrest Asset Management Group Llc
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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Shell Asset Management Co
|
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Sentry Investment Management Llc
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Horizon Bancorp Inc /in/
|
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|
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International Assets Investment Management, Llc
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
Wisconsin Capital Management Llc
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Macquarie Group Ltd
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Energy Income Partners, LLC
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River Wealth Advisors LLC
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Rossmore Private Capital
|
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Squarepoint Ops LLC
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Natixis
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Vinva Investment Management Ltd
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Brookwood Investment Group LLC
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Asset Management One Co., Ltd.
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Park Square Financial Group, LLC
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Leisure Capital Management
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Quantitative Investment Management, LLC
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Harvest Fund Management Co., Ltd
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PrairieView Partners, LLC
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Cheviot Value Management, LLC
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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Fortune Financial Advisors, LLC
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GeoSphere Capital Management
|
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CIBC World Markets Inc.
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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Kovitz Investment Group Partners, LLC
|
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Abound Wealth Management
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Stratos Wealth Partners, LTD.
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Hikari Power Ltd
|
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Versant Capital Management, Inc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Marco Investment Management Llc
|
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Ccm Investment Advisers Llc
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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Maryland Capital Advisors Inc.
|
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Perkins Coie Trust Co
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
GM Advisory Group, Inc.
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Venturi Wealth Management, LLC
|
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Evermay Wealth Management Llc
|
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Adviser Investments LLC
|
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KLCM Advisors, Inc.
|
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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NorthCrest Asset Manangement, LLC
|
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|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
Limestone Investment Advisors LP
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
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|
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C
|
|
|
|
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|
Teamwork Financial Advisors, LLC
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Montag A & Associates Inc
|
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Greenland Capital Management LP
|
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|
Ipswich Investment Management Co., Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
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|
Van Eck Associates Corp
|
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|
Sofos Investments, Inc.
|
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|
Capital Analysts, Inc.
|
|
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
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|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
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|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
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|
|
Field & Main Bank
|
|
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|
|
Harfst & Associates, Inc.
|
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|
NewSquare Capital LLC
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
|
ARS Investment Partners, LLC
|
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|
MTM Investment Management, LLC
|
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|
Capital Investment Advisors, LLC
|
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|
Quilter Plc
|
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|
Atticus Wealth Management, Llc
|
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|
Clear Investment Research, Llc
|
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|
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|
|
Aigen Investment Management, Lp
|
|
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|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
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|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
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|
M3 Advisory Group, LLC
|
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|
Zwj Investment Counsel Inc
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
|
Private Trust Co Na
|
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|
Creative Financial Designs Inc /adv
|
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|
Cherokee Insurance Co
|
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|
Key Client Fiduciary Advisors, LLC
|
|
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Exeter Financial, LLC
|
|
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|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
Coldstream Capital Management Inc
|
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|
Point72 Asset Management, L.P.
|
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|
Copia Wealth Management
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Capital Advisors Wealth Management, LLC
|
|
|
|
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|
Hsbc Holdings Plc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
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|
Becker Capital Management Inc
|
|
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
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|
|
Boston Trust Walden Corp
|
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|
|
Patten & Patten Inc/tn
|
|
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|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
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|
|
|
|
Diversified Trust Co
|
|
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|
|
Paragon Capital Management LLC
|
|
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|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
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|
Holocene Advisors, LP
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
Diversified Enterprises, LLC
|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
|
Captrust Financial Advisors
|
|
|
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|
Accredited Wealth Management, LLC
|
|
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|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
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|
|
Tidemark, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
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|
|
|
Warren Averett Asset Management, LLC
|
|
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|
|
American Financial Group Inc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
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|
|
Mariner, LLC
|
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|
CNB Bank
|
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|
Barrett & Company, Inc.
|
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Seacrest Wealth Management, Llc
|
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|
Laurel Wealth Advisors LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
Bond & Devick Financial Network, Inc.
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Aries Wealth Management
|
|
|
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|
Riverbend Wealth Management, LLC
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
North Capital, Inc.
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|
Cornerstone Wealth Management, LLC
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Optas, LLC
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
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|
Three Seasons Wealth, LLC
|
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|
Nilsine Partners, LLC
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|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
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|
Gryphon Financial Partners LLC
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
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Boothbay Fund Management, Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Gabelli Equity Trust Inc
|
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|
|
Stiles Financial Services Inc
|
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|
Smith Group Asset Management, LLC
|
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|
Marion Wealth Management
|
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|
Principal Financial Group Inc
|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Toth Financial Advisory Corp
|
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|
Citadel Advisors Llc
|
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|
Nbc Securities, Inc.
|
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|
BKD Wealth Advisors, LLC
|
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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|
TD Capital Management LLC
|
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|
Cushing Asset Management, Lp
|
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Edgestream Partners, L.P.
|
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|
Adell Harriman & Carpenter Inc
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Marietta Investment Partners Llc
|
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|
United Community Bank
|
|
|
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|
Sound Income Strategies, LLC
|
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Argyle Capital Management Inc.
|
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|
Peak6 Llc
|
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Uncommon Cents Investing LLC
|
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Reuter James Wealth Management, Llc
|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
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|
|
Cozad Asset Management Inc
|
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|
Independent Wealth Network Inc.
|
|
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|
Atlas Legacy Advisors, LLC
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
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|
Liberty Capital Management, Inc.
|
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|
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|
Grove Bank & Trust
|
|
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
F/M Investments LLC
|
|
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|
CVA Family Office, LLC
|
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
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|
Morse Asset Management, Inc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Wolverine Trading, Llc
|
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|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
BWM Planning, LLC
|
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|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Ensign Peak Advisors, Inc
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Onefund, Llc
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Whitener Capital Management, Inc.
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Westchester Capital Management, LLC
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JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
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|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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|
Global Trust Asset Management, LLC
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|
Demars Financial Group, LLC
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Wsfs Capital Management, Llc
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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KBC Group NV
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Voleon Capital Management Lp
|
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Austin Private Wealth, LLC
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Forza Wealth Management, LLC
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TT Capital Management LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Lantern Wealth Advisors, LLC
|
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First United Bank Trust/
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
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Kesler, Norman & Wride, LLC
|
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HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
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Ocean Capital Management, LLC
|
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Vermillion & White Wealth Management Group, LLC
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Longview Financial Advisors LLC
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Wellington Shields & Co., LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Moors & Cabot, Inc.
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Ridgewood Investments LLC
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Mystic Asset Management, Inc.
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Torray Llc
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
CFO4Life Group, LLC
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State Of Michigan Retirement System
|
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Next Capital Management LLC
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N.E.W. Advisory Services LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
VestGen Advisors, LLC
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West Branch Capital LLC
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Change Path, LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Mariner Investment Group Llc
|
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PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Intrinsic Value Partners, LLC
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Gladstone Institutional Advisory LLC
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Seamount Financial Group Inc
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Rakuten Securities, Inc.
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Mbb Public Markets I Llc
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King Luther Capital Management Corp
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Ofi Invest Asset Management
|
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Opus Investment Management Inc
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Dynamic Technology Lab Private Ltd
|
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Pinnacle Financial Partners Inc
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TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
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|
Howard Hughes Medical Institute
|
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Ameritas Advisory Services, LLC
|
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Great Lakes Advisors, Llc
|
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HBW Advisory Services LLC
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Sage Mountain Advisors LLC
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B. Metzler seel. Sohn & Co. AG
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Fruth Investment Management
|
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|
Clifford Swan Investment Counsel Llc
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF
|
|
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|
Verition Fund Management LLC
|
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|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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|
Auxier Asset Management
|
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|
Martingale Asset Management L P
|
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|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
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|
MidWestOne Financial Group, Inc.
|
|
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|
Tower View Investment Management & Research LLC
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
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|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
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|
|
AlphaStar Capital Management, LLC
|
|
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|
|
Glenview Trust Co
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
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|
|
Princeton Global Asset Management LLC
|
|
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|
|
Syntegra Private Wealth Group, LLC
|
|
|
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|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Highland Global Allocation Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Oakland Financial Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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Howard Capital Management Inc.
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Tacita Capital Inc
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Blackhawk Capital Partners LLC.
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HBK Sorce Advisory LLC
|
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Virginia Wealth Management Group, Inc.
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Dakota Wealth Management
|
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|
Two Sigma Securities, Llc
|
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|
Adams Natural Resources Fund, Inc.
|
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Shorepoint Capital Partners LLC
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Syon Capital Llc
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Rowland & Co Investment Counsel/adv
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Harbour Trust & Investment Management Co
|
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Bellwether Advisors, LLC
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Brinker Capital Investments, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Bank & Trust Co
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
|
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|
Daiwa Securities Group Inc.
|
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RFG Advisory, LLC
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CENTRAL TRUST Co
|
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Country Club Bank /gfn
|
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Evoke Wealth, Llc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Cary Street Partners Financial Llc
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JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
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Sheaff Brock Investment Advisors, LLC
|
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IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
|
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Mirae Asset Securities (usa) Inc.
|
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Silvant Capital Management LLC
|
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Prestige Wealth Management Group LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Pettyjohn, Wood & White, Inc
|
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Hartford Financial Management Inc.
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Farmers & Merchants Trust Co of Long Beach
|
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Bank of New Hampshire
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Soundwatch Capital LLC
|
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Modera Wealth Management, LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Sovran Advisors, LLC
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Entropy Technologies, LP
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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IFM Investors Pty Ltd
|
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Peregrine Asset Advisers, Inc.
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Center for Financial Planning, Inc.
|
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Sherbrooke Park Advisers Llc
|
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Truvestments Capital Llc
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Crossmark Global Holdings, Inc.
|
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Victory Capital Management Inc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Commonwealth Financial Services, LLC
|
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|
TD Waterhouse Canada Inc.
|
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Strs Ohio
|
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Burkett Financial Services, Llc
|
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Sonora Investment Management Group, LLC
|
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|
Pure Financial Advisors, Inc.
|
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Vanguard Group Inc
|
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Kanawha Capital Management Llc
|
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
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|
Trust Co
|
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Heritage Trust Co
|
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|
Kornitzer Capital Management Inc /ks
|
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Burney Co/
|
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Rafferty Asset Management, LLC
|
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Riverwater Partners LLC
|
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Vaughan David Investments Inc/il
|
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|
Indiana Trust & Investment Management CO
|
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|
CGC Financial Services, LLC
|
|
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|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
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|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
|
|
Goldman Sachs Group Inc
|
|
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|
|
Bangor Savings Bank
|
|
|
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|
|
Arizona State Retirement System
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
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|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
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|
|
|
Principle Wealth Partners Llc
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
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Haverford Trust Co
|
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Umb Bank N A/mo
|
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Panagora Asset Management Inc
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Zullo Investment Group, Inc.
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Elliott Investment Management L.P.
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J.w. Cole Advisors, Inc.
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Bare Financial Services, Inc
|
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Atlantic Union Bankshares Corp
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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J. Safra Sarasin Holding AG
|
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FNY Investment Advisers, LLC
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Woodline Partners LP
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Nicholson Wealth Management Group, LLC
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
National Asset Management, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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Poehling Capital Management, LLC
|
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SevenBridge Financial Group, LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Pacer Advisors, Inc.
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Mayflower Financial Advisors, LLC
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Golden State Wealth Management, LLC
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Viawealth, Llc
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Lokken Investment Group LLC
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Twin Tree Management, LP
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Navalign, LLC
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United Capital Financial Advisers, Llc
|
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Rehmann Capital Advisory Group
|
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Richwood Investment Advisors, LLC
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FSA Wealth Management LLC
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Private Capital Management, LLC
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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Elm3 Financial Group, LLC
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Wealthspire Advisors, LLC
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Alpine Woods Capital Investors, Llc
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Hemington Wealth Management
|
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Deseret Mutual Benefit Administrators
|
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DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
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Financial Management Professionals, Inc.
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Parr Mcknight Wealth Management Group, Llc
|
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
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Ambassador Advisors, LLC
|
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IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
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Ballentine Partners, LLC
|
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Fiduciary Alliance LLC
|
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Truist Financial Corp
|
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Peapack Gladstone Financial Corp
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Cross Staff Investments Inc
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Perpetual Ltd
|
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Guyasuta Investment Advisors Inc
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XML Financial, LLC
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Dorsey & Whitney Trust CO LLC
|
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Elo Mutual Pension Insurance Co
|
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JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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First Merchants Corp
|
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First Community Trust Na
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Great Diamond Partners, LLC
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Battery Global Advisors, LLC
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Plato Investment Management Ltd
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Goodman Financial Corp
|
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Empire Financial Management Company, LLC
|
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Federation des caisses Desjardins du Quebec
|
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DiNuzzo Private Wealth, Inc.
|
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Davidson Trust Co
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
West Paces Advisors Inc.
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Berger Financial Group, Inc
|
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PMV Capital Advisers, LLC
|
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
|
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|
Frisch Financial Group, Inc.
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
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|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
Powers Advisory Group, LLC
|
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|
Bank of New York Mellon Corp
|
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|
Canal Insurance CO
|
|
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|
Olistico Wealth, LLC
|
|
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|
Avestar Capital, LLC
|
|
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|
Level Four Advisory Services, Llc
|
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|
Blume Capital Management, Inc.
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
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|
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Valued Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
Steel Peak Wealth Management LLC
|
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|
Convergence Investment Partners, LLC
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Soltis Investment Advisors LLC
|
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|
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|
Rsm Us Wealth Management Llc
|
|
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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Mizuho Securities Usa Llc
|
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Archer Investment Corp
|
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|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
|
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|
LM Advisors LLC
|
|
|
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|
|
Group One Trading, L.p.
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
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|
|
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|
Citigroup Inc
|
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Valley National Advisers Inc
|
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Tokio Marine Asset Management Co Ltd
|
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M&t Bank Corp
|
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|
Bennett Associates Wealth Management
|
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|
Aptus Capital Advisors, LLC
|
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|
Argentarii, LLC
|
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Sandy Cove Advisors, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
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|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
|
|
Crossingbridge Advisors, LLC
|
|
|
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|
Successful Portfolios LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Capital Market Strategies LLC
|
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|
Costello Asset Management, INC
|
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BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
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|
Compagnie Lombard Odier SCmA
|
|
|
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|
Spurstone Advisory Services, LLC
|
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FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
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Franklin Resources Inc
|
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|
Morgan Stanley
|
|
|
|
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|
Hm Payson & Co
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Engine Capital Management, LP
|
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Stock Yards Bank & Trust Co
|
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FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
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|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
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|
Coston, McIsaac & Partners
|
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|
Lindbrook Capital, Llc
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Harbor Investment Advisory, Llc
|
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|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
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|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
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|
|
Principal Securities, Inc.
|
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|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
AE Wealth Management LLC
|
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|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
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|
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|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
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|
|
Vectors Research Management, LLC
|
|
|
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Mechanics Financial Corp
|
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|
Ameriflex Group, Inc.
|
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|
LRI Investments, LLC
|
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Altrius Capital Management Inc
|
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|
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|
|
First Command Advisory Services, Inc.
|
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|
Trillium Asset Management, Llc
|
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|
Cornerstone Total Return Fund Inc
|
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|
|
Islay Capital Management, Llc
|
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|
|
Apella Capital, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
|
Bollard Group LLC
|
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|
Fairfield, Bush & Co.
|
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|
Marshall Wace, Llp
|
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|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
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|
|
Davis R M Inc
|
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
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|
|
Cresset Asset Management, LLC
|
|
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|
|
|
Keybank National Association/oh
|
|
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|
|
Financial Gravity Companies, Inc.
|
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|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
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BlackRock, Inc.
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Trajan Wealth LLC
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Tweedy, Browne Co LLC
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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STRV - EA Series Trust - Strive 500 ETF
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Hantz Financial Services, Inc.
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Northwestern Mutual Wealth Management Co
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PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
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Stratos Wealth Advisors, LLC
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Highland Capital Management Fund Advisors, L.p.
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Allworth Financial LP
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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WP Advisors, LLC
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Kelly Lawrence W & Associates Inc/ca
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Tanager Wealth Management LLP
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Wahed Invest LLC
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We Are One Seven, LLC
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Flagship Wealth Advisors, Llc
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
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Modern Wealth Management, LLC
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Ar Asset Management Inc
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Strategic Advisors LLC
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Schechter Investment Advisors, LLC
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Gts Securities Llc
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Armor Investment Advisors, LLC
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Beaird Harris Wealth Management, LLC
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Mcdaniel Terry & Co
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
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TOWER TRUST & INVESTMENT Co
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Valley Brook Capital Group, Inc.
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Independent Solutions Wealth Management, LLC
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Valeo Financial Advisors, LLC
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Penserra Capital Management LLC
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Pitcairn Co
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Cape Investment Advisory, Inc.
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Oppenheimer Asset Management Inc.
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Caas Capital Management Lp
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
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Moment Partners, LLC
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Umpqua Bank
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Pittenger & Anderson Inc
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Farther Finance Advisors, LLC
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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Bnp Paribas Arbitrage, Sa
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Stonegate Investment Group, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
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Family Legacy Financial Solutions, LLC
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
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Pineridge Advisors LLC
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First National Trust Co
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Cadent Capital Advisors, LLC
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Hennessy Advisors Inc
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Pavion Blue Capital, LLC
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Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
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Benjamin Edwards Inc
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Northwest Quadrant Wealth Management, LLC
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RiverFront Investment Group, LLC
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Brown Brothers Harriman & Co
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Beacon Financial Group
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
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Everpar Advisors Llc
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