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HHM Wealth Advisors, LLC
|
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Mirae Asset Global Investments Co., Ltd.
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Rokos Capital Management LLP
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
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|
|
Alerus Financial Na
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
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|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
PayPay Securities Corp
|
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Aigen Investment Management, Lp
|
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Aqr Capital Management Llc
|
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Bedell Frazier Investment Counseling, LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Commerce Bank
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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Guyasuta Investment Advisors Inc
|
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Mercer Global Advisors Inc /adv
|
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Leavell Investment Management, Inc.
|
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ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
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Aviva Plc
|
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
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|
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|
Graney & King, LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Ing Groep Nv
|
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|
Paragon Capital Management LLC
|
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Wright Investors Service Inc
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Investment Management Corp of Ontario
|
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Checchi Capital Advisers, LLC
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Mizuho Securities Usa Llc
|
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D.a. Davidson & Co.
|
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|
WealthCollab, LLC
|
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Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
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|
Castle Hook Partners LP
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Vontobel Holding Ltd.
|
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Pointe Capital Management LLC
|
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Eads & Heald Wealth Management
|
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First American Trust, Fsb
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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Yousif Capital Management, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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CLARET ASSET MANAGEMENT Corp
|
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Cwm, Llc
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Johnson Investment Counsel Inc
|
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Burke & Herbert Bank & Trust Co
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
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|
|
Envestnet Asset Management Inc
|
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|
Financial Connections Group, Inc.
|
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|
Harbour Investments, Inc.
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
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|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
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|
Gilbert & Cook, Inc.
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
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|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Altman Advisors, Inc.
|
|
|
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|
Dogwood Wealth Management LLC
|
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
|
GHP Investment Advisors, Inc.
|
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|
|
Flynn Zito Capital Management, Llc
|
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|
|
Abound Wealth Management
|
|
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|
|
Next Level Private LLC
|
|
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|
|
Dark Forest Capital Management Lp
|
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|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
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Intellectus Partners, LLC
|
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Baron Wealth Management LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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Capital Research Global Investors
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Stablepoint Partners, LLC
|
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M&G Plc
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Pathstone Holdings, LLC
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|
Woodline Partners LP
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Private Advisor Group, LLC
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Bayview Asset Management, Llc
|
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Fort Washington Investment Advisors Inc /oh/
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Valley National Advisers Inc
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
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|
Profunds - Profund Vp Banks
|
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Beach Investment Counsel Inc/pa
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Stableford Capital Ii Llc
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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VeraBank, N.A.
|
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Guardian Wealth Advisors, Llc / Nc
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Morgan Dempsey Capital Management Llc
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Independent Advisor Alliance
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Tandem Capital Management Corp /adv
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Bellwether Advisors, LLC
|
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Mizuho Securities Usa Llc
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Bnp Paribas Arbitrage, Sa
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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Princeton Global Asset Management LLC
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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Trueblood Wealth Management, LLC
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Czech National Bank
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Rappaport Reiches Capital Management, LLC
|
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BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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Ewa, Llc
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Raymond James Financial Inc
|
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ORG Wealth Partners, LLC
|
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Comerica Bank
|
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Ancora Advisors, LLC
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Insight Inv LLC
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Delta Financial Group, Inc.
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Tripletail Wealth Management, LLC
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Gitterman Wealth Management, LLC
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Artisan Partners Limited Partnership
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Private Management Group Inc
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Duncan Williams Asset Management, LLC
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RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
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Sheets Smith Wealth Management
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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ACR Alpine Capital Research, LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
Balboa Wealth Partners
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Brevan Howard Capital Management LP
|
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May Hill Capital, LLC
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Webster Bank, N. A.
|
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Summit Financial, LLC
|
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Sound View Wealth Advisors Group, LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Rexford Capital Inc
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Resonant Capital Advisors, LLC
|
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|
World Equity Group, Inc.
|
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|
RMR Wealth Builders
|
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Holos Integrated Wealth LLC
|
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|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
Sierra Ocean, Llc
|
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|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
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|
Zullo Investment Group, Inc.
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Twin Tree Management, LP
|
|
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|
|
Parsons Capital Management Inc/ri
|
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|
Korea Investment CORP
|
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|
CNB Bank
|
|
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Ossiam
|
|
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|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
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|
|
Asset Planning,Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Chescapmanager LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
One River Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Gmt Capital Corp
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Patient Capital Management, LLC
|
|
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|
Fmb Wealth Management
|
|
|
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|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
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|
|
Moneta Group Investment Advisors Llc
|
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|
|
Pandora Wealth, Inc.
|
|
|
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|
|
Mechanics Financial Corp
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
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|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
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|
Gotham Asset Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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|
|
Carson Advisory Inc.
|
|
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Matthew Goff Investment Advisor, LLC
|
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AMF Pensionsforsakring AB
|
|
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|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
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|
West Family Investments, Inc.
|
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|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Thrive Wealth Management, LLC
|
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|
Sierra Summit Advisors Llc
|
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|
Scott Marsh Financial, LLC
|
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|
Focused Wealth Management, Inc
|
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Turtle Creek Wealth Advisors, LLC
|
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|
First Bancorp, Inc /ME/
|
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|
Financial Management Professionals, Inc.
|
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Sentry Investment Management Llc
|
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|
Gifford Fong Associates
|
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|
Tiaa Trust, National Association
|
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|
Evolution Wealth Management Inc.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
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|
Lansing Street Advisors
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
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|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
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|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
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|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
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|
LexAurum Advisors, LLC
|
|
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|
Sound Shore Management Inc /ct/
|
|
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|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
North Reef Capital Management LP
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Alden Global Capital LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Elmwood Wealth Management, Inc.
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Reuter James Wealth Management, Llc
|
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|
Richardson Financial Services Inc.
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Prentice Wealth Management LLC
|
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|
Walleye Capital LLC
|
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|
|
Corundum Trust Company, INC
|
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|
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|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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Genus Capital Management Inc.
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Kilter Group LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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LGT Financial Advisors LLC
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Park Square Financial Group, LLC
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Estabrook Capital Management
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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Coastal Investment Advisors, Inc.
|
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JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
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BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
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Pinnacle Bancorp, Inc.
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Captrust Financial Advisors
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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Primecap Management Co/ca/
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Douglas Lane & Associates, LLC
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State Street Corp
|
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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Accel Wealth Management
|
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Baker Tilly Financial, Llc
|
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First Interstate Bank
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Ariadne Wealth Management, LP
|
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Alta Advisers Ltd
|
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Signal Advisors Wealth, LLC
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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WFA of San Diego, LLC
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Warren Averett Asset Management, LLC
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waypoint wealth counsel
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Winthrop Advisory Group LLC
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Bourgeon Capital Management Llc
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Chilton Capital Management Llc
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NewEdge Wealth, LLC
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CarsonAllaria Wealth Management, Ltd.
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CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Nokomis Capital, L.L.C.
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Caisse Des Depots Et Consignations
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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VisionPoint Advisory Group, LLC
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Matrix Trust Co
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Aft, Forsyth & Company, Inc.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Cambridge Investment Research Advisors, Inc.
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Soviero Asset Management, LP
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Investment Research & Advisory Group, Inc.
|
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FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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ARGA Investment Management, LP
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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Kingswood Wealth Advisors, Llc
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Sit Investment Associates Inc
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Geneos Wealth Management Inc.
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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ADAPT Investment Managers SA
|
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Deprince Race & Zollo Inc
|
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|
DKRT Investments Corp.
|
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Perpetual Ltd
|
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Keebeck Alpha, LP
|
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|
Castlekeep Investment Advisors Llc
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
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|
|
Binnacle Investments Inc
|
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
|
Murphy & Mullick Capital Management Corp
|
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|
Signature Wealth Management Partners, LLC
|
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Icon Advisers Inc/co
|
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|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
|
Traub Capital Management LLC
|
|
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|
|
First Foundation Advisors
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
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|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
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|
|
Osterweis Capital Management Inc
|
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|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
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|
Angel Oak Financial Strategies Income Term Trust
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
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|
Chapman Financial Group, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
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|
ICONIQ Capital, LLC
|
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|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
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|
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|
Chicago Capital, LLC
|
|
|
|
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|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
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|
UBS Group AG
|
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|
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|
Solitude Financial Services
|
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|
AIA Group Ltd
|
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|
AlphaCore Capital LLC
|
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|
Point72 Hong Kong Ltd
|
|
|
|
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|
Alliancebernstein L.p.
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
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|
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|
Aviso Wealth Management
|
|
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Bridger Management, Llc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
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Capital Investment Advisory Services, LLC
|
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|
Nwam Llc
|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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|
Trilogy Capital Inc.
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
3Chopt Investment Partners, LLC
|
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|
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|
Te Ahumairangi Investment Management Ltd
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
Ntv Asset Management Llc
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Guardian Wealth Management, Inc.
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One Capital Management, LLC
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Prossimo Advisors, LLC
|
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Vermillion Wealth Management, Inc.
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Eagle Capital Management Llc
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CenterStar Asset Management, LLC
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Versor Investments LP
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Morse Asset Management, Inc
|
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Rossby Financial, LCC
|
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Causeway Capital Management Llc
|
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PFG Investments, LLC
|
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Cedar Wealth Management, LLC
|
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Thomasville National Bank
|
|
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|
|
Avanza Fonder AB
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Summit Financial Wealth Advisors, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
|
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|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
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|
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|
R.m.sincerbeaux Capital Management Llc
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
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|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
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|
Boothe Investment Group, Inc.
|
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Convergence Investment Partners, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Bank Of Nova Scotia
|
|
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|
Beacon Investment Advisory Services, Inc.
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
DCF Advisers, LLC
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Parallel Advisors, LLC
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
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|
|
Wood Tarver Financial Group, LLC
|
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|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Solstein Capital, LLC
|
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|
Hara Capital LLC
|
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|
Bridgewater Advisors Inc.
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Shoker Investment Counsel, Inc.
|
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Capitolis Liquid Global Markets LLC
|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
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|
Beaumont Financial Advisors, LLC
|
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|
First National Bank Of Omaha
|
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|
Strengthening Families & Communities, LLC
|
|
|
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|
Poplar Forest Capital LLC
|
|
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|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
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|
Western Pacific Wealth Management, LP
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
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|
Wellington Management Group Llp
|
|
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|
Nvwm, Llc
|
|
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|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
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|
|
Ascent Group, LLC
|
|
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|
Alpine Bank Wealth Management
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
|
|
Simplicity Wealth,LLC
|
|
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|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
Kahn Brothers Group Inc /de/
|
|
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|
|
LRI Investments, LLC
|
|
|
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|
|
Silvant Capital Management LLC
|
|
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|
LVZ Advisors, Inc.
|
|
|
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|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
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Barclays Plc
|
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Spears Abacus Advisors LLC
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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|
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|
Verdence Capital Advisors LLC
|
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|
Brian Low Financial Group, Llc
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
Mackenzie Financial Corp
|
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|
Cooke & Bieler Lp
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
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|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Independence Bank of Kentucky
|
|
|
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|
Paradigm Asset Management Co Llc
|
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|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
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|
Boyar Asset Management Inc.
|
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Round Rock Advisors, LLC
|
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Cubist Systematic Strategies, LLC
|
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|
Parnassus Investments /ca
|
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|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
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|
Wesleyan Assurance Society
|
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|
Lazard Asset Management Llc
|
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|
SageView Advisory Group, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
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|
Acorn Financial Advisory Services Inc /adv
|
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|
Tortoise Investment Management, LLC
|
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|
Lmp Capital & Income Fund Inc.
|
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Riverbend Wealth Management, LLC
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
Richwood Investment Advisors, LLC
|
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|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
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|
Hilltop Holdings Inc.
|
|
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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|
|
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|
Philadelphia Trust Co
|
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|
Cresset Asset Management, LLC
|
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|
Avestar Capital, LLC
|
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|
Kempen Capital Management N.v.
|
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|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
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|
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|
Deltec Asset Management Llc
|
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|
Shepherd Financial Partners LLC
|
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|
Birchbrook, Inc.
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
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|
|
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|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
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|
Morningstar Investment Services LLC
|
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|
Tyler-Stone Wealth Management
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Breakwater Capital Group
|
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|
Machina Capital S.a.s.
|
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|
Delta Accumulation, LLC
|
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|
Edmond De Rothschild Holding S.a.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
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|
Davidson Investment Advisors
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
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|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Lakewood Capital Management, Lp
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
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|
Tompkins Financial Corp
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
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|
Capital Fund Management S.a.
|
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Allstate Corp
|
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|
Royal Bank Of Canada
|
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|
Chapin Davis, Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
BankPlus Trust Department
|
|
|
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|
|
49 Wealth Management, Llc
|
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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Hickory Point Bank & Trust
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
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|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
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|
|
Agf Management Ltd
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Brickwood Asset Management LLP
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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|
Capula Management Ltd
|
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Andra AP-fonden
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
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|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
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|
Atlantic Trust, LLC
|
|
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|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
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|
GM Advisory Group, Inc.
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Brown Brothers Harriman & Co
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
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|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
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TruNorth Capital Management, LLC
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Highland Capital Management, Llc
|
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Procyon Private Wealth Partners, LLC
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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Culbertson A N & Co Inc
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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Bingham Private Wealth, Llc
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Supplemental Annuity Collective Trust of NJ
|
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Ameritas Advisory Services, LLC
|
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Bailard, Inc.
|
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Harvest Portfolios Group Inc.
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Harbor Advisors LLC
|
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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Callodine Capital Management, LP
|
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Beaton Management Co. Inc.
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Teachers Retirement System Of The State Of Kentucky
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
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|
Angel Oak Capital Advisors, LLC
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Field & Main Bank
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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Intech Investment Management Llc
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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FT Vest Total Return Income Fund: Series A2
|
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Washington Trust Bank
|
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Huntington National Bank
|
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Toroso Investments, LLC
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Lighthouse Investment Partners, LLC
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Acadian Asset Management Llc
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Ttp Investments, Inc.
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Royal Fund Management, LLC
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Howard Capital Management Inc.
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WealthBridge Investment Counsel Inc.
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Verition Fund Management LLC
|
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Zions Bancorporation, National Association /ut/
|
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Albert D Mason Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Prospector Partners Llc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
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Elo Mutual Pension Insurance Co
|
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Diversify Wealth Management, Llc
|
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Sei Investments Co
|
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|
Peregrine Asset Advisers, Inc.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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Capital World Investors
|
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Acima Private Wealth, Llc
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Oversea-Chinese Banking CORP Ltd
|
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DecisionPoint Financial, LLC
|
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|
First Command Advisory Services, Inc.
|
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Hsbc Holdings Plc
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
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|
Allworth Financial LP
|
|
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|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
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|
|
WealthPlan Investment Management, LLC
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
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|
|
Larson Financial Group LLC
|
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|
|
American Capital Advisory, LLC
|
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|
Legal & General Group Plc
|
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|
Dearborn Partners Llc
|
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AUERX - Unified Series Trust - Auer Growth Fund
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
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|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
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|
|
American Financial Group Inc
|
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|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
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|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Somerset Trust Co
|
|
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|
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|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Smartleaf Asset Management LLC
|
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|
|
Alpha Family Trust
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Change Path, LLC
|
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|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
|
Financial Freedom, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
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|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Sanders Capital, LLC
|
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|
BTG Pactual Asset Management US LLC
|
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|
Leo Wealth, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
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|
|
Certified Advisory Corp
|
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|
Arizona State Retirement System
|
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|
Los Angeles Capital Management Llc
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Orrstown Financial Services Inc
|
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|
|
West Branch Capital LLC
|
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|
Apexium Financial, Lp
|
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|
Angeles Wealth Management, Llc
|
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|
Mariner, LLC
|
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
Hollencrest Capital Management
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Ameriprise Financial Inc
|
|
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|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Man Group plc
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
|
Equitable Holdings, Inc.
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
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|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
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|
|
MAI Capital Management
|
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Point72 Europe (London) LLP
|
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|
Gleason Group, Inc.
|
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|
Brighton Jones Llc
|
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|
|
|
|
Horizon Bancorp Inc /in/
|
|
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|
|
Avion Wealth
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
EJF Capital LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Penn Mutual Asset Management, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Donald Smith & Co., Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Chou Associates Management Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
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Mission Wealth Management, Lp
|
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Td Asset Management Inc
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Austin Private Wealth, LLC
|
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Treasurer of the State of North Carolina
|
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Curat Global, LLC
|
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Axxcess Wealth Management, Llc
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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MWA Asset Management
|
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Maltese Capital Management Llc
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PARK CIRCLE Co
|
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Clough Global Opportunities Fund
|
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McGlone Suttner Wealth Management, Inc.
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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LGT Group Foundation
|
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FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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Relyea Zuckerberg Hanson LLC
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PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
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Tritonpoint Wealth, Llc
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Qsemble Capital Management, LP
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Two Sigma Investments, Lp
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Bravias Capital Group, LLC
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First Trust Advisors Lp
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Cohen Investment Advisors LLC
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White Pine Capital Llc
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Foundry Partners, LLC
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Coastline Trust Co
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
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Tcw Group Inc
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Harwood Advisory Group, LLC
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Wedge Capital Management L L P/nc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Spire Wealth Management
|
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Louisiana State Employees Retirement System
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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|
Reyes Financial Architecture, Inc.
|
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|
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Laurel Wealth Advisors LLC
|
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TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Penobscot Investment Management Company, Inc.
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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Nbc Securities, Inc.
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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Elgethun Capital Management
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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Avantra Family Wealth, Inc.
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Auxier Asset Management
|
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CFO4Life Group, LLC
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Sowell Financial Services LLC
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NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
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|
Calamos Strategic Total Return Fund
|
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Advisors Asset Management, Inc.
|
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Avantax Advisory Services, Inc.
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Northwest Bancshares, Inc.
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Nuveen, LLC
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Meridian Wealth Management, LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Wsfs Capital Management, Llc
|
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Principal Securities, Inc.
|
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Quantbot Technologies LP
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
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|
|
|
Re Advisers Corp
|
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|
Murphy Pohlad Asset Management LLC
|
|
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
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|
Alpha Cubed Investments, LLC
|
|
|
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|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
PMC FIG Opportunities LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
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|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
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|
|
Weiss Asset Management LP
|
|
|
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|
Aspen Investment Management Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
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|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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|
Umpqua Bank
|
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|
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|
Aaron Wealth Advisors LLC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Magnus Financial Group LLC
|
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|
Morningstar Investment Management LLC
|
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|
Main Street Research LLC
|
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|
WCG Wealth Advisors LLC
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
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|
Ameritas Investment Partners, Inc.
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
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|
|
ORG Partners LLC
|
|
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|
Lavaca Capital Llc
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
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|
Summit X, LLC
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
Manning & Napier Advisors Llc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Assetmark, Inc
|
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Atala Financial Inc
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
JCIC Asset Management Inc.
|
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|
HighTower Advisors, LLC
|
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Gordian Capital Singapore Pte Ltd
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Power Wealth Management Llc
|
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|
California State Teachers Retirement System
|
|
|
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|
Westbourne Investment Advisors, Inc.
|
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Vanguard Capital Wealth Advisors
|
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|
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|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
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|
|
Keel Point, LLC
|
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|
Qube Research & Technologies Ltd
|
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|
Armstrong Advisory Group, Inc
|
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Requisite Capital Management, LLC
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
Sunbelt Securities, Inc.
|
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Invesco Ltd.
|
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|
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CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
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|
|
Nemes Rush Group LLC
|
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|
|
Manchester Capital Management LLC
|
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|
Ramsey Quantitative Systems
|
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|
BKM Wealth Management, LLC
|
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SBI Securities Co., Ltd.
|
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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|
Livelsberger Financial Advisory
|
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Nicholas Investment Partners, LP
|
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|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
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|
Concurrent Investment Advisors, LLC
|
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Front Row Advisors LLC
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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Abner Herrman & Brock Llc
|
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Financial Engines Advisors L.L.C.
|
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Longbow Finance SA
|
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GFSIX - GABELLI EQUITY SERIES FUNDS INC - The Gabelli Global Financial Services Fund CLASS I
|
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|
Adell Harriman & Carpenter Inc
|
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|
Calton & Associates, Inc.
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
Thompson Investment Management, Inc.
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
DnB Asset Management AS
|
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|
Walleye Trading LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
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|
Caption Management, LLC
|
|
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|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
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|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Cambridge Financial Group, Inc.
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Mattson Financial Services, LLC
|
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|
ProVise Management Group, LLC
|
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|
Handelsbanken Fonder AB
|
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|
Atlas Brown,Inc.
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Truvestments Capital Llc
|
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|
Ironwood Investment Management Llc
|
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|
Personal Cfo Solutions, Llc
|
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|
|
Granite FO LLC
|
|
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|
|
Generation Capital Management LLC
|
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|
|
Greenfield Savings Bank
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
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|
|
PSI Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
Ritholtz Wealth Management
|
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Measured Wealth Private Client Group, LLC
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Concord Asset Management, LLC/VA
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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Gateway Investment Advisers Llc
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Maryland State Retirement & Pension System
|
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Macquarie Group Ltd
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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ABN AMRO Bank N.V.
|
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Trajan Wealth LLC
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ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
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Teacher Retirement System Of Texas
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Colonial Trust Advisors
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|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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FSM Wealth Advisors, LLC
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Prime Capital Investment Advisors, LLC
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Harvest Fund Management Co., Ltd
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Evolution Wealth Advisors, LLC
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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Exencial Wealth Advisors, Llc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Quadrant Private Wealth Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
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|
Advent Claymore Convertible Securities & Income Fund
|
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|
Diversify Advisory Services, LLC
|
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Columbia Asset Management
|
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CENTRAL TRUST Co
|
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Americana Partners, LLC
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Fmr Llc
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Breakwater Investment Management
|
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Valued Wealth Advisors LLC
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Dunhill Financial, LLC
|
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Carnegie Capital Asset Management, LLC
|
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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Shelton Capital Management
|
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Banco BTG Pactual S.A.
|
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APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
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|
Crestwood Advisors Group LLC
|
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|
Advisor Resource Council
|
|
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|
Transcend Wealth Collective, Llc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Visionary Wealth Advisors
|
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|
Twin Peaks Wealth Advisors, LLC
|
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We Are One Seven, LLC
|
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Gladstone Institutional Advisory LLC
|
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Commerzbank Aktiengesellschaft /fi
|
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Fundamentun, Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Coston, McIsaac & Partners
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
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Glenview Trust Co
|
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Two Roads Shared Trust - Hypatia Women CEO ETF
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Granite Investment Partners, LLC
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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|
TCTC Holdings, LLC
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|
Family Management Corp
|
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|
Pavion Blue Capital, LLC
|
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Calamos Advisors LLC
|
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|
SlateStone Wealth, LLC
|
|
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|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
|
Lincluden Management Ltd
|
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|
Symmetry Partners, LLC
|
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|
International Assets Investment Management, Llc
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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Hartford Financial Management Inc.
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
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|
Westbourne Investments, Inc.
|
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|
Lantz Financial LLC
|
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|
Keudell/Morrison Wealth Management
|
|
|
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|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
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|
|
Gibbs Wealth Management
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
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|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
