|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
May Hill Capital, LLC
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|
Guardian Asset Advisors, LLC
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Adalta Capital Management LLC
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|
Meeder Asset Management Inc
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Financially Speaking Inc
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DRW Securities, LLC
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Lockerman Financial Group, Inc.
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Archer Investment Corp
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Owen LaRue, LLC
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Maridea Wealth Management LLC
|
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TOWER TRUST & INVESTMENT Co
|
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Pcg Asset Management, Llc
|
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Ontario Teachers Pension Plan Board
|
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Greenleaf Trust
|
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Vertex Planning Partners, LLC
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National Wealth Management Group, LLC
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Wrapmanager Inc
|
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Cozad Asset Management Inc
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Lowe Wealth Advisors, LLC
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Bfsg, Llc
|
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Private Wealth Advisors, LLC
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Great Valley Advisor Group, Inc.
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Pure Portfolios Holdings Llc
|
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NorthCrest Asset Manangement, LLC
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Sicart Associates LLC
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Harrell Investment Partners, Llc
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Keynote Financial Services Llc
|
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Peddock Capital Advisors, Llc
|
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Barnes Wealth Management Group, Inc
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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Warren Street Wealth Advisors, LLC
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Axxcess Wealth Management, Llc
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Reliant Investment Partners, LLC
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YOKE - EA Series Trust - Yoke Core ETF
|
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Pflug Koory, LLC
|
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PCG Wealth Advisors, LLC
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
Baxter Bros Inc
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
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|
OneAscent Family Office, LLC
|
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Madison Wealth Partners, Inc
|
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Argyle Capital Partners, LLC
|
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Moisand Fitzgerald Tamayo, LLC
|
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|
EP Wealth Advisors, Inc.
|
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Adviser Investments LLC
|
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|
Precision Wealth Strategies, LLC
|
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|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
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|
Pacer Advisors, Inc.
|
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|
Verity Asset Management, Inc.
|
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
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Newport Trust Co
|
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|
Highland Capital Management, Llc
|
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|
Balanced Rock Investment Advisor
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
1248 Management, LLC
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
Peapack Gladstone Financial Corp
|
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|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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|
Humankind Investments LLC
|
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Umb Bank N A/mo
|
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|
Legacy Wealth Management, LLC / MS
|
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S&co Inc
|
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|
Unified Investment Management
|
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|
Westwood Holdings Group Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
|
Wellington Management Group Llp
|
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|
J. W. Coons Advisors, LLC
|
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|
Insigneo Advisory Services, Llc
|
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|
Glen Eagle Advisors, LLC
|
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|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
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|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
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|
Twinbeech Capital Lp
|
|
|
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|
|
Schnieders Capital Management Llc
|
|
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|
ORG Wealth Partners, LLC
|
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|
|
Hoey Investments, Inc
|
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|
Aire Advisors, Llc
|
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|
J.Safra Asset Management Corp
|
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|
Legacy Financial Group LLC
|
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|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
IXP - iSHARES TRUST - iShares Global Comm Services ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
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|
|
Morton Community Bank
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
|
Palisade Asset Management, LLC
|
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|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
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|
|
Mount Vernon Associates Inc /md/
|
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|
LCM Capital Management Inc
|
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|
Smith, Moore & Co.
|
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|
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|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
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|
Canada Pension Plan Investment Board
|
|
|
|
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|
Pinnbrook Capital Management Lp
|
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Solitude Financial Services
|
|
|
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|
Meridian Investment Counsel Inc.
|
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|
Redwood Investment Management, Llc
|
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|
Patton Albertson Miller Group, Llc
|
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|
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|
Clear Investment Research, Llc
|
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|
|
|
|
Portfolio Design Labs, LLC
|
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|
Ellevest, Inc.
|
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|
Nichols & Pratt Advisers Llp /ma
|
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Searle & Co.
|
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|
Chilton Capital Management Llc
|
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|
TrueWealth Advisors, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Home Federal Bank Of Tennessee
|
|
|
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|
Harbour Investments, Inc.
|
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|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
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|
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|
CacheTech Inc.
|
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|
Lsv Asset Management
|
|
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|
Caption Management, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
|
Apella Capital, LLC
|
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|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
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|
SRS Capital Advisors, Inc.
|
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|
|
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|
Brave Asset Management Inc
|
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
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|
TCM Advisors, LLC
|
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|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
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|
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|
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
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|
|
|
Decker Retirement Planning Inc.
|
|
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|
|
Seven Mile Advisory
|
|
|
|
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|
Coastal Bridge Advisors, LLC
|
|
|
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|
Profund Advisors Llc
|
|
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|
|
|
Aspire Private Capital, LLC
|
|
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|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
Advocate Group Llc
|
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|
Inspire Trust Co, N.a.
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
ADPV - Series Portfolios Trust - Adaptiv Select ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
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Evelyn Partners Investment Management LLP
|
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Ccm Investment Group, Llc
|
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Sax Wealth Advisors, Llc
|
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Empirical Finance, LLC
|
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Elo Mutual Pension Insurance Co
|
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|
Tower Bridge Advisors
|
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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Investor's Fiduciary Advisor Network, LLC
|
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Boyd Watterson Asset Management Llc/oh
|
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First Foundation Advisors
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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WPG Advisers, LLC
|
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|
Wesleyan Assurance Society
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
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|
Norway Savings Bank
|
|
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|
Segall Bryant & Hamill, Llc
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Gryphon Financial Partners LLC
|
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|
Everett Harris & Co /ca/
|
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Salem Investment Counselors Inc
|
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Syntegra Private Wealth Group, LLC
|
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Wall Street Access Asset Management, LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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LifePlan Financial, LLC
|
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B.O.S.S. Retirement Advisors, LLC
|
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Mfg Wealth Management, Inc.
|
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Williams Jones Wealth Management, LLC.
|
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
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|
ORG Partners LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Pineridge Advisors LLC
|
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Wolff Wiese Magana Llc
|
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Somerset Trust Co
|
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|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Summit Financial Wealth Advisors, LLC
|
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Capstone Investment Advisors, Llc
|
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Stablepoint Partners, LLC
|
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Picton Mahoney Asset Management
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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Captrust Financial Advisors
|
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|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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DHJJ Financial Advisors, Ltd.
|
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Becker Capital Management Inc
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Poinciana Advisors Group, Llc
|
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Armstrong Advisory Group, Inc
|
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Godsey & Gibb Associates
|
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Windward Capital Management Co /ca
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
Core Alternative Capital
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
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|
Altman Advisors, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
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|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Concord Wealth Partners
|
|
|
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|
Guardian Partners Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
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|
Rodgers & Associates, LTD
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
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|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
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|
|
|
Sigma Investment Counselors Inc
|
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|
Morningstar Investment Management LLC
|
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|
Beacon Financial Advisory LLC
|
|
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|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
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|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
Mizuho Securities Usa Llc
|
|
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|
Readystate Asset Management Lp
|
|
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|
First National Advisers, LLC
|
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|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
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|
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|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
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|
Anb Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
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|
|
Signaturefd, Llc
|
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|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Facet Wealth, Inc.
|
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|
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|
Accredited Investors Inc.
|
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|
Sunbelt Securities, Inc.
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
|
|
Sage Capital Management, LLC
|
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|
|
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|
Pathstone Holdings, LLC
|
|
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|
Mairs & Power Inc
|
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|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
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|
Jackson Square Capital, Llc
|
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|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Blankinship & Foster, LLC
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
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|
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|
Austin Private Wealth, LLC
|
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|
bLong Financial, LLC
|
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|
Towercrest Capital Management
|
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Tcfg Wealth Management, Llc
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
Salvus Wealth Management, LLC
|
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|
Fortitude Family Office, LLC
|
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|
Intech Investment Management Llc
|
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|
Northeast Investment Management
|
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|
Signal Advisors Wealth, LLC
|
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|
Providence Capital Advisors, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
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|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Citadel Advisors Llc
|
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|
Osterweis Capital Management Inc
|
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|
Vista Investment Partners Llc
|
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|
ROI Financial Advisors, LLC
|
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|
Waterloo Capital, L.P.
|
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|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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|
|
Kelly Financial Services LLC
|
|
|
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|
|
Paradigm Financial Partners, Llc
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
YANKCOM Partnership
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
III Capital Management
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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|
Castle Rock Wealth Management, LLC
|
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Aptus Capital Advisors, LLC
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
Castleview Partners, Llc
|
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Southland Equity Partners LLC
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Sfmg, Llc
|
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E. Ohman J:or Asset Management AB
|
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|
Canvas Wealth Advisors, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
North Ridge Wealth Advisors, Inc.
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Satovsky Asset Management Llc
|
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James J. Burns & Company, LLC
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|
North Forty Two & Co.
|
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Abbot Financial Management, Inc.
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
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|
DAVENPORT & Co LLC
|
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|
Mufg Securities Americas Inc.
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Bruce & Co., Inc.
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Evolution Advisers, Inc.
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IMZ Advisory Inc
|
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RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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Code Waechter LLC
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|
Financial Avengers, Inc.
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WCG Wealth Advisors LLC
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Clarity Asset Management, Inc.
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Atomi Financial Group, Inc.
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ShoreHaven Wealth Partners, LLC
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Legend Financial Advisors, Inc.
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Inlight Wealth Management, LLC
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Peregrine Asset Advisers, Inc.
|
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Mills Wealth Advisors LLC
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LGT Fund Management Co Ltd.
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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Salomon & Ludwin, LLC
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Horizon Kinetics Asset Management Llc
|
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Lantern Wealth Advisors, LLC
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
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|
Marquette Asset Management, LLC
|
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Tradewinds Capital Management, LLC
|
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First Horizon Advisors, Inc.
|
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Relyea Zuckerberg Hanson LLC
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
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|
Ipswich Investment Management Co., Inc.
|
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|
ARS Wealth Advisors Group, LLC
|
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|
William B. Walkup & Associates, Inc.
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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|
Eads & Heald Wealth Management
|
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Fmr Llc
|
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TFG Advisers LLC
|
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|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
|
|
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
|
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|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Arbor Wealth Advisors LLC
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
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|
Wingate Wealth Advisors, Inc.
|
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|
Bellwether Advisors, LLC
|
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|
UMA Financial Services, Inc.
|
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|
Endowment Wealth Management, Inc.
|
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|
TruNorth Capital Management, LLC
|
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|
Everence Capital Management Inc
|
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|
Alpine Bank Wealth Management
|
|
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|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
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|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
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|
|
Northstar Group, Inc.
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
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|
Canal Insurance CO
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
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Exchange Capital Management, Inc.
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Nations Financial Group Inc, /ia/ /adv
|
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GWM Advisors LLC
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Gibson Wealth Advisors LLC
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IAG Wealth Partners, LLC
|
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|
Board of the Pension Protection Fund
|
|
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|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
Principle Wealth Partners Llc
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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Lavaca Capital Llc
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Rocky Mountain Advisers, Llc
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Riverview Trust Co
|
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Weik Capital Management
|
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GoalVest Advisory LLC
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Davis R M Inc
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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Dover Advisors, Llc
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Busey Wealth Management
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Venturi Wealth Management, LLC
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CFO4Life Group, LLC
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Carnegie Capital Asset Management, LLC
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Catalytic Wealth RIA, LLC
|
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Andra AP-fonden
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Amplius Wealth Advisors, LLC
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|
State of Alaska, Department of Revenue
|
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C2C Wealth Management, LLC
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Bogart Wealth, LLC
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Snowden Capital Advisors LLC
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|
Chapin Davis, Inc.
|
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Principia Wealth Advisory, LLC
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Ifrah Financial Services, Inc.
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Northside Capital Management, LLC
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NewEdge Wealth, LLC
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Stance Capital Llc
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Cannon Wealth Management Services, LLC
|
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Walleye Capital LLC
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
IMA Wealth, Inc.
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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10Elms LLP
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
Blume Capital Management, Inc.
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Ameriprise Financial Inc
|
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Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
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Dynamic Advisor Solutions LLC
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SageView Advisory Group, LLC
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Uhlmann Price Securities, Llc
|
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SG Americas Securities, LLC
|
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Fourth Dimension Wealth, LLC
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Man Group plc
|
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|
Ellsworth Advisors, LLC
|
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MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
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|
Centennial Bank/AR/
|
|
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|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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|
HBW Advisory Services LLC
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
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|
United Bank
|
|
|
|
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|
BlackDiamond Wealth Management Inc.
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
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|
Wealthcare Advisory Partners LLC
|
|
|
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|
|
Spirit Of America Management Corp/ny
|
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|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Comerica Bank
|
|
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|
|
Wright Investors Service Inc
|
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|
Postrock Partners Llc
|
|
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|
Verdence Capital Advisors LLC
|
|
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|
Trace Wealth Advisors, LLC
|
|
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|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
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|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Hoese & Co LLP
|
|
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|
|
LifeWealth Investments, LLC
|
|
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|
Texas Yale Capital Corp.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
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|
Bard Financial Services, Inc.
|
|
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Cetera Investment Advisers
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Diversified Trust Co
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L2 Asset Management, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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Fort Point Capital Partners LLC
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Oxinas Partners Wealth Management LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Integrated Wealth Concepts LLC
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Orion Capital Management LLC
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Sandhill Capital Partners LLC
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Romano Brothers And Company
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Tme Financial, Inc.
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Persium Advisors, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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M&t Bank Corp
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VERITY Wealth Advisors
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
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Proficio Capital Partners LLC
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Qrg Capital Management, Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Oak Hill Wealth Advisors, Llc
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CI Private Wealth, LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Integral Investment Advisors, Inc.
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Paradigm, Strategies in Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Headlands Technologies LLC
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Compagnie Lombard Odier SCmA
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Asset Management One Co., Ltd.
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Saxon Interests, Inc.
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Morgan Stanley
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VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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Janus Henderson Group Plc
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AlphaStar Capital Management, LLC
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Riversedge Advisors, Llc
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Wealthquest Corp
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Armor Investment Advisors, LLC
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Maryland Capital Advisors Inc.
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Patriot Investment Management Inc.
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Greenspring Advisors, LLC
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Kathleen S. Wright Associates Inc.
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Clough Capital Partners L P
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Farmers & Merchants Trust Co of Long Beach
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Quent Capital, LLC
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Tealwood Asset Management Inc
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FT Vest Hedged Equity Income Fund: Series A4
|
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Smartleaf Asset Management LLC
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Kilter Group LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Retirement Systems of Alabama
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Coston, McIsaac & Partners
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Pacific Center for Financial Services
|
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Van Hulzen Asset Management, LLC
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Clifford Swan Investment Counsel Llc
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Redwood Financial Network Corp
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MUFG Securities EMEA plc
|
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Hurlow Wealth Management Group, Inc.
|
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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First Hawaiian Bank
|
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|
Capital Advantage, Inc.
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Coastwise Capital Group, LLC
|
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Legal & General Group Plc
|
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Klingenstein Fields & Co Lp
|
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CMT Capital Markets Trading GmbH
|
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|
JGP Wealth Management, LLC
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Grimes & Company, Inc.
|
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Callahan Advisors, LLC
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Mustard Seed Financial, LLC
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DT Investment Partners, LLC
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|
Semmax Financial Advisors Inc.
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Park Edge Advisors, LLC
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Counterpoint Mutual Funds LLC
|
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Excalibur Management Corp
|
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FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
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Regal Investment Advisors LLC
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
Metis Global Partners, LLC
|
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Boothbay Fund Management, Llc
|
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Sittner & Nelson, Llc
|
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|
Rathbone Brothers plc
|
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|
Birch Hill Investment Advisors LLC
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
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|
Insight Inv LLC
|
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|
Peoples Bank/KS
|
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Princeton Capital Management Llc
|
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|
Maryland State Retirement & Pension System
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Challenger Wealth Management
|
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|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
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|
Chicago Partners Investment Group LLC
|
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|
Trust Point Inc.
|
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|
Tocqueville Asset Management L.p.
|
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Lbmc Investment Advisors, Llc
|
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|
Davis Capital Management
|
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|
Cutler Capital Management, LLC
|
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|
|
Virtu Financial LLC
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
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|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
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|
South Dakota Investment Council
|
|
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|
Sunpointe, LLC
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
Crawford Investment Counsel Inc
|
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|
Regent Peak Wealth Advisors LLC
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|
Tempus Wealth Planning, LLC
|
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|
Next Level Private LLC
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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|
Acadian Asset Management Llc
|
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|
Sustainable Insight Capital Management, LLC
|
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|
Avondale Wealth Management
|
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Finward Bancorp
|
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Shell Asset Management Co
|
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
My Legacy Advisors, LLC
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Summit Financial, LLC
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|
Lvm Capital Management Ltd/mi
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Gill Capital Partners, Llc
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|
Wbi Investments, Inc.
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Foster & Motley Inc
|
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Oarsman Capital, Inc.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
Kcm Investment Advisors Llc
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Midwest Trust Co
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Second Half Financial Partners, LLC
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
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Hickory Point Bank & Trust
|
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Teachers Retirement System Of The State Of Kentucky
|
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Holistic Planning, LLC
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
Wealthstream Advisors, Inc.
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|
Dorsey & Whitney Trust CO LLC
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FSC Wealth Advisors, LLC
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Prossimo Advisors, LLC
|
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|
Pioneer Trust Bank N A/or
|
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|
Whittier Trust Co
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
Acap Strategic Fund
|
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Vista Wealth Management Group, LLC
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Abacus Planning Group, Inc.
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Advyzon Investment Management, LLC
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Visionary Wealth Advisors
|
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Sierra Ocean, Llc
|
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
SGL Investment Advisors, Inc.
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KFA Private Wealth Group, LLC
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Evergreen Private Wealth LLC
|
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Rafferty Asset Management, LLC
|
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Liberty One Investment Management, Llc
|
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Lafayette Investments, Inc.
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Hilltop Partners LLC
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Duncker Streett & Co Inc
|
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Lazari Capital Management, Inc.
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
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|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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|
Griffith & Werner, Inc.
|
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LS Investment Advisors, LLC
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Alyeska Investment Group, L.P.
|
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Mount Yale Investment Advisors, LLC
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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|
Bank Of Nova Scotia
|
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|
Monterey Private Wealth, Inc.
|
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Allstate Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
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|
First Manhattan Co
|
|
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|
Beaton Management Co. Inc.
|
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|
Fulton Bank, N.a.
|
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|
Widmann Financial Services, Inc.
|
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|
Integris Wealth Management, LLC
|
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|
Red Tortoise LLC
|
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|
|
Peoples Financial Services Corp.
|
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|
Acorn Financial Advisory Services Inc /adv
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Cypress Capital Group
|
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|
Vantage Financial Partners, LLC
|
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|
Tabor Asset Management, LP
|
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|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
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|
|
|
Thornburg Investment Management Inc
|
|
|
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|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
New World Advisors LLC
|
|
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|
|
|
First Pacific Financial
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
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Credential Qtrade Securities Inc.
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Investment Management Corp of Ontario
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Lakeside Advisors, INC.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Clear Creek Financial Management, LLC
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Beacon Pointe Advisors, LLC
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Chelsea Counsel Co
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Poplar Forest Capital LLC
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Tobam
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Moller Financial Services
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BostonPremier Wealth LLC
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MBM Wealth Consultants, LLC
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Country Club Bank /gfn
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Harvest Investment Services, LLC
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
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|
D.a. Davidson & Co.
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Assetmark, Inc
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Bank Of Stockton
|
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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Geneos Wealth Management Inc.
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RMR Wealth Builders
|
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Uncommon Cents Investing LLC
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SOA Wealth Advisors, LLC.
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Farmers Trust Co
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Waddell & Associates, Llc
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MorganRosel Wealth Management, LLC
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Ethic Inc.
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Wealth Enhancement Advisory Services, Llc
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Ellsworth Growth & Income Fund Ltd
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Strategic Advisors LLC
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Chatham Capital Group, Inc.
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First County Bank /CT/
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HB Wealth Management, LLC
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Copley Financial Group, Inc.
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RB Capital Management, LLC
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Dupree Financial Group, LLC
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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Raelipskie Partnership
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Phillips Wealth Planners LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Larson Financial Group LLC
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Viewpoint Capital Management LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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WealthCollab, LLC
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Freestate Advisors LLC
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Values First Advisors, Inc.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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Anchor Pointe Wealth Management, LLC
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RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
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Hollow Brook Wealth Management LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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First Bancorp, Inc /ME/
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Per Stirling Capital Management, LLC.
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Wetherby Asset Management Inc
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Wellington Capital Management, Inc.
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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Resona Asset Management Co.,Ltd.
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Raab & Moskowitz Asset Management LLC
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Empire Life Investments Inc.
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Neville Rodie & Shaw Inc
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Intact Investment Management Inc.
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Centricity Wealth Management, LLC
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Nuveen, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Alteri Wealth LLC
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Ckw Financial Group
|
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Avalon Trust Co
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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IMG Wealth Management, Inc.
|
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Kooman & Associates
|
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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GenWealth Group, Inc.
|
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Advisor OS, LLC
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Community Bank of Raymore
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Texas Permanent School Fund
|
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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Main Street Research LLC
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McNamara Financial Services, Inc.
|
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Baltimore-Washington Financial Advisors, Inc.
|
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Global Assets Advisory, LLC
|
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Principal Street Partners, LLC
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Motive Wealth Advisors
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
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|
Cwm, Llc
|
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Stark Wealth Management LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Sweeney & Michel, Llc
|
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|
|
|
|
Calamos Strategic Total Return Fund
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
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|
HFM Investment Advisors, LLC
|
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|
Acima Private Wealth, Llc
|
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|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
|
Revolve Wealth Partners, LLC
|
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|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
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|
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|
Lakeridge Wealth Management LLC
|
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|
Afg Fiduciary Services Limited Partnership
|
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|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
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|
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|
|
RFP Financial Group LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
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|
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|
Graypoint LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Hager Investment Management Services, Llc
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Pettyjohn, Wood & White, Inc
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Octavia Wealth Advisors, LLC
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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National Bank Of Canada /fi/
|
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Leo Wealth, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Avantax Advisory Services, Inc.
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Hudson Portfolio Management LLC
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Resurgent Financial Advisors LLC
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Aberdeen Wealth Management LLC
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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XML Financial, LLC
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Bailard, Inc.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Us Financial Advisors, Llc
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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Atlas Private Wealth Advisors
|
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Clear Point Advisors Inc.
|
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Ledyard National Bank
|
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Howard Capital Management Inc.
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Indiana Trust & Investment Management CO
|
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Vanguard Group Inc
|
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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Conning Inc.
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Gleason Group, Inc.
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Norges Bank
|
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Woodstock Corp
|
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Clark Financial Services Group Inc /bd
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Citizens Financial Group Inc/ri
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Simplicity Wealth,LLC
|
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LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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Harbor Group, Inc.
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Cohen Capital Management, Inc.
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JNBA Financial Advisors
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Roanoke Asset Management Corp/ Ny
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Groupama Asset Managment
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Financial Freedom, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Virtue Capital Management, LLC
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Roble, Belko & Company, Inc
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Acorn Wealth Advisors, LLC
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Birchbrook, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
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Bay Harbor Wealth Management, LLC
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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Simplex Trading, Llc
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Aster Capital Management (DIFC) Ltd
|
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Treasurer of the State of North Carolina
|
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Onefund, Llc
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
Jackson Wealth Management, LLC
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Encompass More Asset Management
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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Kwmg, Llc
|
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Hodges Capital Management Inc.
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Patten & Patten Inc/tn
|
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Generali Asset Management SPA SGR
|
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Independent Wealth Network Inc.
|
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BIP Wealth, LLC
|
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State Street Corp
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
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|
Cornerstone Advisory, LLC
|
|
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|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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Hengehold Capital Management Llc
|
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Park Square Financial Group, LLC
|
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|
CoreFirst Bank & Trust
|
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|
Whipplewood Advisors, LLC
|
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Round Hill Asset Management
|
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|
Berkshire Bank
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
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|
|
CSM Advisors, LLC
|
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|
|
Colonial Trust Advisors
|
|
|
|
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|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
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Strategic Investment Advisors / MI
|
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|
Kovitz Investment Group Partners, LLC
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Gradient Investments LLC
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|
Frontier Asset Management, LLC
|
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Q3 Asset Management
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Compass Ion Advisors, LLC
|
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|
BlackRock, Inc.
|
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|
HBK Sorce Advisory LLC
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
VestGen Advisors, LLC
|
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|
Aurora Private Wealth, Inc.
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Fisher Funds Management LTD
|
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|
Atlantic Union Bankshares Corp
|
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Center For Asset Management LLC
|
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CVA Family Office, LLC
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Greenline Partners, LLC
|
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Ferguson Wellman Capital Management, Inc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Longfellow Investment Management Co Llc
|
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Evernest Financial Advisors, LLC
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Diversify Wealth Management, Llc
|
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Semus Wealth Partners LLC
|
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Paces Ferry Wealth Advisors, Llc
|
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Aviso Financial Inc.
|
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Montag A & Associates Inc
|
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Union Bancaire Privee, UBP SA
|
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Drucker Wealth 3.0, LLC
|
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State Farm Mutual Automobile Insurance Co
|
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Binnacle Investments Inc
|
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|
Wasatch Advisors Inc
|
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Twin Peaks Wealth Advisors, LLC
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
|
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|
Forza Wealth Management, LLC
|
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|
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
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|
Shira Ridge Wealth Management
|
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|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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BFI Infinity Ltd.
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Founders Financial Securities Llc
|
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Sovran Advisors, LLC
|
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Advent Capital Management /de/
|
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Kelly Lawrence W & Associates Inc/ca
|
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Integrated Advisors Network LLC
|
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|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
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|
Reyes Financial Architecture, Inc.
|
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Invesco Ltd.
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Price T Rowe Associates Inc /md/
|
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NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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|
Grandfield & Dodd, Llc
|
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Pacitti Group Inc.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Atticus Wealth Management, Llc
|
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|
VisionPoint Advisory Group, LLC
|
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|
Sowa Financial Group, Inc.
|
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Ubs Asset Management Americas Inc
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
KLCM Advisors, Inc.
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Twin Focus Capital Partners, Llc
|
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Gladstone Institutional Advisory LLC
|
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|
Eastern Bank
|
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|
Oak Harbor Wealth Partners, Llc
|
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Squarepoint Ops LLC
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Certified Advisory Corp
|
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|
Forsta Ap-fonden
|
|
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|
BEAM Asset Management, LLC
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Fee-Only Financial Planning, L.C.
|
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|
Evergreen Capital Management Llc
|
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|
ERn Financial, LLC
|
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|
We Are One Seven, LLC
|
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|
Commonwealth Equity Services, Llc
|
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Cim, Llc
|
|
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
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|
Cornerstone Wealth Management, LLC
|
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|
First Citizens Bank & Trust Co
|
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|
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|
Schroder Investment Management Group
|
|
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|
China Universal Asset Management Co., Ltd.
|
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|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
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|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
|
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|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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O'ROURKE & COMPANY, Inc
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Zurich Insurance Group Ltd/FI
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Jones Financial Companies Lllp
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Luminist Capital LLC
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Swmg, Llc
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Inscription Capital, LLC
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Institute for Wealth Management, LLC.
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Talbot Financial, LLC
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Lingohr & Partner Asset Management GmbH
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Vaughan David Investments Inc/il
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Trilogy Capital Inc.
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Bridge Creek Capital Management LLC
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Foster Group, Inc.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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Culbertson A N & Co Inc
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Continuum Advisory, LLC
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Cahill Financial Advisors Inc
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Argent Trust Co
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MBA Advisors LLC
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Cowa, Llc
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Rise Advisors, LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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Cary Street Partner Investment Advisory Llc
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Root Financial Partners, LLC
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
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Pinkerton Retirement Specialists, LLC
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JDM Financial Group LLC
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Appleton Partners Inc/ma
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Richmond Investment Services, LLC
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Shufro Rose & Co Llc
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Merit Financial Group, LLC
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Money Concepts Capital Corp
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
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Signature Resources Capital Management, LLC
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J.w. Cole Advisors, Inc.
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Northwestern Mutual Wealth Management Co
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MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
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Trustco Bank Corp N Y
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Turtle Creek Wealth Advisors, LLC
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Perkins Coie Trust Co
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Cidel Asset Management Inc
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
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Benchstone Capital Management LP
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WMG Financial Advisors, LLC
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Y.D. More Investments Ltd
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Fiduciary Financial Group, Llc
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Keener Financial Planning LLC
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Td Private Client Wealth Llc
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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Allianzgi Equity & Convertible Income Fund
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WESPAC Advisors, LLC
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Pure Financial Advisors, Inc.
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LMG Wealth Partners, LLC
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Legacy Financial Strategies, LLC
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Crowley Wealth Management, Inc.
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Chesapeake Wealth Management
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Korea Investment CORP
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
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Donald L. Hagan, LLC
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Thrive Wealth Management, LLC
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Yelin Lapidot Holdings Management Ltd.
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EverSource Wealth Advisors, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
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Apriem Advisors
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Birmingham Capital Management Co Inc/al
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Steel Peak Wealth Management LLC
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
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Illinois Municipal Retirement Fund
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
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Quadrant Private Wealth Management, LLC
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Ieq Capital, Llc
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WealthTrak Capital Management LLC
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Wela Strategies, Inc.
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Farther Finance Advisors, LLC
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Warren Averett Asset Management, LLC
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Sterling Investment Counsel, LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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SlateStone Wealth, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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Newton One Investments LLC
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Valley National Advisers Inc
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Etesian Wealth Advisors, Inc.
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Solstein Capital, LLC
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Focused Wealth Management, Inc
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Dogwood Wealth Management LLC
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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True Wealth Design, LLC
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Mediolanum International Funds Ltd
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Lowe Brockenbrough & Co Inc
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Gerber Kawasaki Wealth & Investment Management
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1st Source Bank
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Versor Investments LP
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Lebenthal Global Advisors, LLC
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CFS Investment Advisory Services, LLC
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
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Voleon Capital Management Lp
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tru Independence LLC
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Nicolet Bankshares Inc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
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Brevan Howard Capital Management LP
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Czech National Bank
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Bearing Point Capital, Llc
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Samalin Investment Counsel, LLC
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Ocean Capital Management, LLC
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Fidelis Capital Partners, LLC
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Laurel Wealth Advisors LLC
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Newbridge Financial Services Group, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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Toth Financial Advisory Corp
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Financial Advisors Network, Inc.
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
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Simmons Bank
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Kingstone Capital Partners Texas, LLC
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V-Square Quantitative Management LLC
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
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MetLife Investment Management, LLC
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HCMAX - ALPS Series Trust - Hillman Value Fund
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Woodard & Co Asset Management Group Inc /adv
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
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Bank Of America Corp /de/
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Hohimer Wealth Management, Llc
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Ridgecrest Wealth Partners, Llc
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Wendell David Associates Inc
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Capitol Family Office, Inc.
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State Of Michigan Retirement System
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
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Steward Partners Investment Advisory, Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Fayez Sarofim & Co
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Mutual Advisors, LLC
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Colony Capital, Inc.
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Bridgewater Associates, LP
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Hartford Investment Management Co
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Orrstown Financial Services Inc
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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Mather Group, Llc.
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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Jacobs & Co/ca
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Motiv8 Investments LLC
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Genesee Capital Advisors, LLC
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Titleist Asset Management, Llc
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Creative Financial Designs Inc /adv
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Salzhauer Michael
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HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
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FT Vest Total Return Income Fund: Series A2
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Lee Danner & Bass Inc
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Connecticut Wealth Management, LLC
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
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MBL Wealth, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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Valmark Advisers, Inc.
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TrueMark Investments, LLC
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
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Koss-Olinger Consulting, LLC
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Missouri Trust & Investment Co
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Perbak Capital Partners LLP
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Rock Point Advisors, LLC
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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Field & Main Bank
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Orca Wealth Management, LLC
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Toronto Dominion Bank
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Welch & Forbes Llc
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Marshall & Sterling Wealth Advisors Inc.
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Gotham Asset Management, LLC
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D. E. Shaw & Co., Inc.
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Summit Wealth Group Llc / Co
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Perpetual Ltd
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First Financial Corp /in/
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Navigoe, LLC
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Maven Securities LTD
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Standard Life Aberdeen plc
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Battery Global Advisors, LLC
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WealthTrust Axiom LLC
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XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF
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Rollins Financial Advisors, LLC
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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Hardy Reed LLC
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Allianz Se
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Steele Capital Management, Inc.
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
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KG&L Capital Management,LLC
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
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Welch Group, LLC
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Russell Investments Group, Ltd.
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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Livelsberger Financial Advisory
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Rockland Trust Co
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Macquarie Group Ltd
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Cornerstone Enterprises, Llc
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Aull & Monroe Investment Management Corp
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FDx Advisors, Inc.
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Rakuten Investment Management, Inc.
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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Almanack Investment Partners, LLC.
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Harbor Investment Advisory, Llc
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Todd Asset Management Llc
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Murphy, Middleton, Hinkle & Parker, Inc.
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
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Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
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XTX Topco Ltd
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Klingman & Associates, LLC
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Cypress Capital Management LLC (WY)
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Miller Wealth Advisors, Llc
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Triasima Portfolio Management inc.
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Creative Capital Management Investments LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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Thrive Capital Management, LLC
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
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DiNuzzo Private Wealth, Inc.
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First Financial Bank - Trust Division
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Traveka Wealth, LLC
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PBMares Wealth Management LLC
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L & S Advisors Inc
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Caisse Des Depots Et Consignations
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Canada Post Corp Registered Pension Plan
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Savvy Advisors, Inc.
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
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Boreal Capital Management LLC
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XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
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First Community Trust Na
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Csenge Advisory Group
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Creative Planning
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Cypress Point Wealth Management, LLC
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CIBC Asset Management Inc
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Heritage Investors Management Corp
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Mesirow Financial Investment Management, Inc.
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Resolute Wealth Strategies, LLC
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Copeland Capital Management, LLC
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|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
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|
|
Pitcairn Co
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
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|
|
Perigon Wealth Management, LLC
|
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|
|
Meritage Portfolio Management
|
|
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|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
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|
|
BluePointe Capital Management, LLC
|
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|
|
Ergawealth Advisors, Inc.
|
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|
BRYN MAWR TRUST Co
|
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|
Vontobel Holding Ltd.
|
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|
SLT Holdings LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
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|
|
Vise Technologies, Inc.
|
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|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
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|
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|
|
Raiffeisen Bank International AG
|
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|
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|
|
Kennebec Savings Bank
|
|
|
|
|
|
Magnetar Financial LLC
|
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|
|
TD Capital Management LLC
|
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|
Wellington Shields Capital Management, LLC
|
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|
Harmony Asset Management Llc
|
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|
Rossby Financial, LCC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
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|
|
HAP Trading, LLC
|
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|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
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|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
|
|
|
Massmutual Trust Co Fsb/adv
|
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|
|
|
Cypress Capital, LLC
|
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|
|
|
|
Fisher Asset Management, LLC
|
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|
Evanson Asset Management, LLC
|
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|
Crews Bank & Trust
|
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|
|
|
Cyndeo Wealth Partners, LLC
|
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|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
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|
|
WNY Asset Management, LLC
|
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|
|
North Star Asset Management Inc
|
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|
Round Rock Advisors, LLC
|
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|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
Zacks Investment Management
|
|
|
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|
|
Generali Investments, Management Co LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Marietta Investment Partners Llc
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
|
|
|
Hilltop Holdings Inc.
|
|
|
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|
New Republic Capital, LLC
|
|
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|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Advance Capital Management, Inc.
|
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|
|
Creekmur Asset Management LLC
|
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|
|
Financial Advisory Service, Inc.
|
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|
|
Flagship Wealth Advisors, Llc
|
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|
West Michigan Advisors, Llc
|
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|
|
|
Boston Private Wealth Llc
|
|
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|
|
Panagora Asset Management Inc
|
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|
|
Bayforest Capital Ltd
|
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|
Cullen Investment Group, Ltd.
|
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|
Disciplined Investors, L.L.C.
|
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|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
United Asset Strategies, Inc.
|
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|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Profunds - Profund Vp Telecommunications
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Hall Kathryn A.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sharpepoint Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Skopos Labs, Inc.
|
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|
Founders Financial Alliance, LLC
|
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Central Valley Advisors, Llc
|
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Prentice Wealth Management LLC
|
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|
Mediatel Partners
|
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|
Lantz Financial LLC
|
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|
Addison Advisors LLC
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|
KC Investment Advisors, LLC
|
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|
City Holding Co
|
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|
Financial Gravity Companies, Inc.
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|
Capital Investment Counsel, Inc
|
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MEMBERS Trust Co
|
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Ames National Corp
|
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|
Delta Accumulation, LLC
|
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|
Garner Asset Management Corp
|
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|
Liberty Wealth Management Llc
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
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|
Opal Wealth Advisors, LLC
|
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|
Advisors Asset Management, Inc.
|
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|
AIMZ Investment Advisors, LLC
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
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|
Delos Wealth Advisors, LLC
|
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|
Bragg Financial Advisors, Inc
|
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BancorpSouth Bank
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Prospera Financial Services Inc
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
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|
|
Arizona State Retirement System
|
|
|
|
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|
Investmark Advisory Group LLC
|
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
Diligent Investors, LLC
|
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
Schonfeld Strategic Advisors LLC
|
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Burns J W & Co Inc/ny
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Capital Management Associates, Inc
|
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Belmont Capital, LLC
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USS Investment Management Ltd
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Heritage Wealth Management, Inc.
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Sivia Capital Partners, LLC
|
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Sandy Spring Bank
|
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Harvest Fund Management Co., Ltd
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Bernard Wealth Management Corp.
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IFM Investors Pty Ltd
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
|
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|
LRI Investments, LLC
|
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Formidable Asset Management, LLC
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
J. L. Bainbridge & Co., Inc.
|
|
|
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UNIVEST FINANCIAL Corp
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Regatta Capital Group, Llc
|
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First Bank & Trust
|
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Nicolet Advisory Services, Llc
|
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Cherry Tree Wealth Management, LLC
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Procyon Private Wealth Partners, LLC
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Nvwm, Llc
|
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RKL Wealth Management LLC
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Us Bancorp \de\
|
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Rodgers Brothers Inc.
|
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Lodestone Wealth Management LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
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|
Td Asset Management Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
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|
Harwood Advisory Group, LLC
|
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|
Northeast Financial Consultants Inc
|
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Longboard Asset Management, LP
|
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Capital A Wealth Management, LLC
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Spire Wealth Management
|
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Verus Capital Partners, Llc
|
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Red Wave Investments LLC
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Garde Capital, Inc.
|
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Hapanowicz & Associates Financial Services, Inc
|
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|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
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|
ESL Trust Services, LLC
|
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|
Ariadne Wealth Management, LP
|
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|
TBH Global Asset Management, LLC
|
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|
Drexel Morgan & Co.
|
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|
Drake & Associates, LLC
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
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|
Woodline Partners LP
|
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|
Willis Investment Counsel
|
|
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|
West Financial Advisors, LLC
|
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|
Wealthbridge Capital Management, Llc
|
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MWA Asset Management
|
|
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|
CBOE Vest Financial, LLC
|
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|
Avaii Wealth Management, Llc
|
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|
Schubert & Co
|
|
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|
|
Everhart Financial Group, Inc.
|
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|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
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|
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|
|
Greatmark Investment Partners, Inc.
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
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|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
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|
Parvin Asset Management, LLC
|
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|
Hayek Kallen Investment Management
|
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|
First Heartland Consultants, Inc.
|
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|
Berkshire Money Management, Inc.
|
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|
Game Plan Financial Advisors, LLC
|
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|
Hennessy Advisors Inc
|
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|
Parkside Financial Bank & Trust
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Strive Asset Management, LLC
|
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|
Sessa Capital IM, L.P.
|
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|
Lanham O'Dell & Company, Inc.
|
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|
Foguth Wealth Management, LLC.
|
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|
Los Angeles Capital Management Llc
|
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|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
|
|
|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
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|
Vident Advisory, LLC
|
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|
Chesley Taft & Associates LLC
|
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|
Hallmark Capital Management Inc
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
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|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
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|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
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|
Curat Global, LLC
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
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|
Amundi
|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
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|
|
Exeter Financial, LLC
|
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|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
|
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|
Scarborough Advisors, LLC
|
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|
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Dana Investment Advisors, Inc.
|
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|
DekaBank Deutsche Girozentrale
|
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|
Anfield Capital Management, LLC
|
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|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
Kelly Financial Group Llc
|
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|
Employees Retirement System of Texas
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Sherman Asset Management, Inc.
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
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|
Voya Investment Management Llc
|
|
|
|
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|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
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|
|
Stonegate Investment Group, LLC
|
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|
|
Asset Allocation Strategies LLC
|
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|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Summa Corp.
|
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|
Quantinno Capital Management LP
|
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|
Forte Capital Llc /adv
|
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|
Pittenger & Anderson Inc
|
|
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|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
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|
|
WealthPlan Investment Management, LLC
|
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|
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|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Tricadia Capital Management, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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Trust Co Of Virginia /va
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Putnam Fl Investment Management Co
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SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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NDVR, Inc.
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Cigna Investments Inc /new
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Marshall Financial Group LLC
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IFG Advisory, LLC
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Bangor Savings Bank
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Hopwood Financial Services, Inc.
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Westside Investment Management, Inc.
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Lloyd Advisory Services, LLC.
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Freestone Capital Holdings, LLC
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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Chicago Capital, LLC
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Capital Advisors Inc/ok
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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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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
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Asset Dedication, LLC
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Total Clarity Wealth Management, Inc.
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Flynn Zito Capital Management, Llc
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Adams Asset Advisors, LLC
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Cibc World Markets Corp
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Stifel Financial Corp
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United Community Bank
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Chevy Chase Trust Holdings, Inc.
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Cherry Creek Investment Advisors, Inc.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Stratos Wealth Advisors, LLC
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Walleye Trading LLC
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VELA Investment Management, LLC
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Trillium Asset Management, Llc
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Haverford Trust Co
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Gagnon Securities Llc
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
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GAM Holding AG
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Mattson Financial Services, LLC
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Goodman Advisory Group, LLC
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Fragasso Group Inc.
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Federation des caisses Desjardins du Quebec
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Atlantic Private Wealth, LLC
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Aspect Partners, LLC
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CWA Asset Management Group, LLC
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SPC Financial, Inc.
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Quad-Cities Investment Group, LLC
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Allium Financial Advisors, Llc
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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Gilman Hill Asset Management, LLC
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Hudson Valley Investment Advisors Inc /adv
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Essential Planning, LLC.
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Fortem Financial Group, Llc
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
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Calamos Wealth Management LLC
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Delta Financial Group, Inc.
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Quantbot Technologies LP
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Cavalier Investments, LLC
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Edgar Lomax Co/va
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Wernau Asset Management Inc.
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Wealth Dimensions Group, Ltd.
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Wheelhouse Advisory Group LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Beckerman Institutional, LLC
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Cassia Capital Partners, LLC
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Wincap Financial Llc
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CapWealth Advisors, LLC
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CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
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Ag2r La Mondiale Gestion D'actifs
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Clark Capital Management Group, Inc.
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RWM Asset Management, LLC
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Blackston Financial Advisory Group, LLC
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ROPE - EA Series Trust - Coastal Compass 100 ETF
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Stolper Co
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Collaborative Wealth Managment Inc.
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Profunds - Profund Vp Large-cap Value
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
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Falcon Wealth Planning
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Crossmark Global Holdings, Inc.
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