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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Oliver Lagore Vanvalin Investment Group
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Tompkins Financial Corp
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Shepherd Financial Partners LLC
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Duncker Streett & Co Inc
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Bank Of America Corp /de/
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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FT Vest Total Return Income Fund: Series A4
|
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Mercer Global Advisors Inc /adv
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SOUTH STATE Corp
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Transamerica Financial Advisors, Inc.
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KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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Louisiana State Employees Retirement System
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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Seizert Capital Partners, Llc
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BKD Wealth Advisors, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
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Viking Fund Management Llc
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Candlestick Capital Management LP
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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State Street Corp
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C2C Wealth Management, LLC
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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Burkett Financial Services, Llc
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Allianz Asset Management GmbH
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Winebrenner Capital Management Llc
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Bogart Wealth, LLC
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FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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Sentry LLC
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Rosenberg Matthew Hamilton
|
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Cordatus Wealth Management LLC
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Stratos Wealth Partners, LTD.
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Benedict Financial Advisors Inc
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Swedbank AB
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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GHP Investment Advisors, Inc.
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Humankind Benefit Corp - Humankind US Stock ETF
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Umb Bank N A/mo
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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Omega Financial Group, LLC
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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AlphaStar Capital Management, LLC
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Venture Visionary Partners LLC
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DRW Securities, LLC
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Atria Wealth Solutions, Inc.
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NEOS Investment Management LLC
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
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One River Asset Management, LLC
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Fourth Dimension Wealth, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Goldman Sachs Group Inc
|
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Chevy Chase Trust Holdings, Inc.
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Inscription Capital, LLC
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Sound Income Strategies, LLC
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High Note Wealth, LLC
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Herold Advisors, Inc.
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Moran Wealth Management, LLC
|
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Jefferies Financial Group Inc.
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Brown Brothers Harriman & Co
|
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Sagespring Wealth Partners, Llc
|
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USS Investment Management Ltd
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
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Aqr Capital Management Llc
|
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Romano Brothers And Company
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Cornerstone Planning Group LLC
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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Wedmont Private Capital
|
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|
Somerset Group LLC
|
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Wealth Group Ltd
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
Dagco, Inc.
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
Missouri Trust & Investment Co
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
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|
Two Sigma Advisers, Lp
|
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|
Moors & Cabot, Inc.
|
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|
Bank Of Nova Scotia
|
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|
Vermillion Wealth Management, Inc.
|
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MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
BLB&B Advisors, LLC
|
|
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|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
Cross Staff Investments Inc
|
|
|
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|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
|
Great Waters Wealth Management
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
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|
Zrc Wealth Management, Llc
|
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|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
Bremer Bank National Association
|
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|
Public Sector Pension Investment Board
|
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|
Plato Investment Management Ltd
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|
Ronald Blue Trust, Inc.
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Forbes J M & Co Llp
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|
Thompson Investment Management, Inc.
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Balyasny Asset Management Llc
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Axxcess Wealth Management, Llc
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LMR Partners LLP
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Platinum Investment Management Ltd
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|
United Advisor Group, LLC
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|
Prudent Man Advisors, LLC
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|
Compass Financial Services Inc
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|
Knights of Columbus Asset Advisors LLC
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Avanza Fonder AB
|
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Atria Investments Llc
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Sonora Investment Management Group, LLC
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Cambiar Investors Llc
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Avalon Trust Co
|
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Ccm Investment Group, Llc
|
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Cibc World Markets Corp
|
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Roberts Glore & Co Inc /il/
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Byrne Asset Management LLC
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|
Assetmark, Inc
|
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Miller Howard Investments Inc /ny
|
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Qsemble Capital Management, LP
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Smith, Moore & Co.
|
|
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|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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Noble Wealth Management PBC
|
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Griffin Asset Management, Inc.
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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|
Dominguez Wealth Management Solutions, Inc.
|
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
MONECO Advisors, LLC
|
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|
Greenleaf Trust
|
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|
Silverleafe Capital Partners, LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Flagship Wealth Advisors, Llc
|
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|
Point72 (DIFC) Ltd
|
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|
Capital Investment Counsel, Inc
|
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|
Good Life Advisors, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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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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|
XTX Topco Ltd
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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|
Stonebridge Capital Advisors LLC
|
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Glass Jacobson Investment Advisors llc
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Penserra Capital Management LLC
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Evergreen Capital Management Llc
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Peloton Wealth Strategists
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
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|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
Martingale Asset Management L P
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Eisler Capital Management Ltd.
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
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|
TCG Advisory Services, LLC
|
|
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|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
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|
Bearing Point Capital, Llc
|
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|
GFG Capital, LLC
|
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|
First Financial Bank - Trust Division
|
|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
|
Millstone Evans Group, LLC
|
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|
|
First Financial Bankshares Inc
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Foundations Investment Advisors, LLC
|
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|
Shapiro Capital Management Llc
|
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|
Vestcor Inc
|
|
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|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
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|
|
Cedar Mountain Advisors, LLC
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
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|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
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Coldstream Capital Management Inc
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
Mission Wealth Management, Lp
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
SWAN Capital LLC
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Ostrum Asset Management
|
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|
Silvant Capital Management LLC
|
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Loudon Investment Management, LLC
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Arrowstreet Capital, Limited Partnership
|
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Susquehanna International Group, Llp
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Van Eck Associates Corp
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CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
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Asset Planning,Inc
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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Clearbridge Investments, LLC
|
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Envestnet Asset Management Inc
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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Dakota Wealth Management
|
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ARGA Investment Management, LP
|
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Renasant Bank
|
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Patton Albertson Miller Group, Llc
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Legacy Private Trust Co.
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Lsv Asset Management
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SlateStone Wealth, LLC
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Nuance Investments, Llc
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HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Leibman Financial Services, Inc.
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Guyasuta Investment Advisors Inc
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Commerzbank Aktiengesellschaft /fi
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Buckhead Capital Management Llc
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Whittier Trust Co
|
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Widmann Financial Services, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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Fifth Third Wealth Advisors LLC
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Washington Capital Management Inc
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Delta Asset Management Llc/tn
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State Of Wisconsin Investment Board
|
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Golden State Wealth Management, LLC
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
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|
Heritage Investors Management Corp
|
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SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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Ameriflex Group, Inc.
|
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Cresset Asset Management, LLC
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Spdr S&p 500 Etf Trust
|
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Graney & King, LLC
|
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
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|
Paladin Wealth, LLC
|
|
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|
Arkadios Wealth Advisors
|
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Alta Advisers Ltd
|
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|
Patton Fund Management, Inc.
|
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Clean Yield Group
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Cornerstone Strategic Value Fund Inc
|
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NorthCrest Asset Manangement, LLC
|
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Mirador Capital Partners LP
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
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|
Worldquant Millennium Advisors Llc
|
|
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|
Impact Capital Partners LLC
|
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|
TD Waterhouse Canada Inc.
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
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|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
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|
|
Valley National Advisers Inc
|
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|
|
|
|
Oxford Asset Management Llp
|
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|
Wedbush Securities Inc
|
|
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|
|
Financial Sense Advisors, Inc.
|
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|
Victory Capital Management Inc
|
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|
Trustco Bank Corp N Y
|
|
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|
KBC Group NV
|
|
|
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
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|
Focus Financial Network, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
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Mma Asset Management Llc
|
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|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
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|
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|
Longfellow Investment Management Co Llc
|
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|
Putnam Fl Investment Management Co
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
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|
Toth Financial Advisory Corp
|
|
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
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|
SILVER OAK SECURITIES, Inc
|
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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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Private Trust Co Na
|
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Lavaca Capital Llc
|
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|
Key FInancial Inc
|
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Brown Advisory Inc
|
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Meeder Asset Management Inc
|
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|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
KG&L Capital Management,LLC
|
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|
|
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|
Kinneret Advisory, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
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|
ICONIQ Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
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|
Fiduciary Alliance LLC
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
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|
Cigna Investments Inc /new
|
|
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|
|
|
Truvestments Capital Llc
|
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|
Fidelis Capital Partners, LLC
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
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|
Founders Financial Alliance, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Mendota Financial Group, LLC
|
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|
NFP Retirement, Inc.
|
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|
Elequin Capital Lp
|
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|
Brevan Howard Capital Management LP
|
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|
Macquarie Group Ltd
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
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|
Jane Street Group, Llc
|
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|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
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|
Harmony Asset Management Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
Horan Capital Advisors, LLC.
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Access Investment Management LLC
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|
Whittier Trust Co Of Nevada Inc
|
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Buckley Wealth Management, LLC
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
Hartland & Co., LLC
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|
Old Point Trust & Financial Services N A
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Evergreen Wealth Solutions, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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Rnc Capital Management Llc
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
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|
Richard W. Paul & Associates, LLC
|
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Oppenheimer & Co Inc
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HAP Trading, LLC
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Butensky & Cohen Financial Security, Inc
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Carnegie Capital Asset Management, LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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Northern Financial Advisors Inc
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Bahl & Gaynor Inc
|
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TD Capital Management LLC
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Wesleyan Assurance Society
|
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Grimes & Company, Inc.
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Essex Savings Bank
|
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Paradigm Asset Management Co Llc
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Eukles Asset Management
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Nbc Securities, Inc.
|
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First Interstate Bank
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Schechter Investment Advisors, LLC
|
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Andra AP-fonden
|
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|
Greatmark Investment Partners, Inc.
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Alliancebernstein L.p.
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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Roble, Belko & Company, Inc
|
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Richard C. Young & CO., LTD.
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Jmac Enterprises Llc
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Community Bank & Trust, Waco, Texas
|
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Meeder Advisory Services, Inc.
|
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F/M Investments LLC
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|
Los Angeles Capital Management Llc
|
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Mutual Advisors, LLC
|
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iA Global Asset Management Inc.
|
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First Commonwealth Financial Corp /pa/
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Citizens Business Bank
|
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Tsfg, Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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Hopwood Financial Services, Inc.
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
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|
Ensign Peak Advisors, Inc
|
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|
Whitener Capital Management, Inc.
|
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Proficio Capital Partners LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
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|
Lester Murray Antman dba SimplyRich
|
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|
Pictet & Cie (Europe) SA
|
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Boyar Asset Management Inc.
|
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SummitTX Capital, L.P.
|
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|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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|
Provenance Wealth Advisors, LLC
|
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1832 Asset Management L.P.
|
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|
Banco Santander, S.A.
|
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Morgan Dempsey Capital Management Llc
|
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|
Aull & Monroe Investment Management Corp
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
Clarity Asset Management, Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
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|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
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|
Volterra Technologies LP
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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|
|
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|
Principle Wealth Partners Llc
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
DSG Capital Advisors, LLC
|
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
Channel Wealth Llc
|
|
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|
Spirit Of America Management Corp/ny
|
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|
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|
Chickasaw Capital Management Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
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|
|
General Partner, Inc.
|
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|
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|
|
Cambridge Advisors Inc.
|
|
|
|
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|
WPG Advisers, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
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Ogorek Anthony Joseph /ny/ /adv
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Luken Investment Analytics, LLC
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CENTRAL TRUST Co
|
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Plante Moran Financial Advisors, LLC
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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Utah Retirement Systems
|
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Tyler-Stone Wealth Management
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Dearborn Partners Llc
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Sequoia Financial Advisors, LLC
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Graypoint LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
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Simplex Trading, Llc
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RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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Lowe Brockenbrough & Co Inc
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LifePlan Financial, LLC
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Formidable Asset Management, LLC
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Pinnacle Wealth Planning Services, Inc.
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IFP Advisors, Inc
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Whipplewood Advisors, LLC
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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Iron Financial, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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CIBC Asset Management Inc
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Boyer & Corporon Wealth Management, LLC
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
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Capital Investment Advisors, LLC
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United Capital Financial Advisers, Llc
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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Diamond Hill Capital Management Inc
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Everence Capital Management Inc
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Waycross Partners, Llc
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Bokf, Na
|
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Mizuho Securities Usa Llc
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Wright Investors Service Inc
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Cove Private Wealth, LLC
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Pallas Capital Advisors LLC
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Red Door Wealth Management, LLC
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TruNorth Capital Management, LLC
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SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
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Columbia Asset Management
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SG Americas Securities, LLC
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Tidemark, LLC
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Country Club Bank /gfn
|
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Chiron Capital Management, Llc
|
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Aegis Wealth Management LLC
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NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Burford Brothers, Inc.
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Murphy Pohlad Asset Management LLC
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Plancorp, LLC
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Horizon Investments, LLC
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DHJJ Financial Advisors, Ltd.
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D L Carlson Investment Group Inc
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Qtron Investments LLC
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Private Wealth Asset Management, LLC
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Cooper Financial Group
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Pensionmark Financial Group, Llc
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J.w. Cole Advisors, Inc.
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Foster Dykema Cabot & Partners, Llc
|
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Biltmore Family Office, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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Stanley-Laman Group, Ltd.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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Morse Asset Management, Inc
|
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Victrix Investment Advisors
|
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Fortress Private Ledger, Llc
|
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Gen-Wealth Partners Inc
|
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Amalgamated Bank
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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FineMark National Bank & Trust
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Brown Financial Advisors
|
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RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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|
Platform Technology Partners
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
Td Private Client Wealth Llc
|
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HHM Wealth Advisors, LLC
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Bellwether Advisors, LLC
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
V. M. Manning & Co., Inc.
|
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|
S&t Bank/pa
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Personal Cfo Solutions, Llc
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
True Wealth Design, LLC
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|
Prelude Capital Management, Llc
|
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PSI Advisors, LLC
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Sharp Financial Services, LLC
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|
PrairieView Partners, LLC
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Syon Capital Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Trexquant Investment LP
|
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|
Highland Capital Management, Llc
|
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|
Camden Capital, LLC
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
HighMark Wealth Management LLC
|
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|
Insight Inv LLC
|
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|
|
Caldwell Securities, Inc
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
|
Sunflower Bank, N.A.
|
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|
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|
Copley Financial Group, Inc.
|
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|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
|
Geneos Wealth Management Inc.
|
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|
|
Hills Bank & Trust Co
|
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|
|
Commonwealth Retirement Investments LLC
|
|
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Brandywine Global Investment Management, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Jones Financial Companies Lllp
|
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|
ASR Vermogensbeheer N.V.
|
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|
Landscape Capital Management, L.l.c.
|
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|
Accuvest Global Advisors
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
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|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Janus Henderson Group Plc
|
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Evolution Wealth Management Inc.
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Rowland & Co Investment Counsel/adv
|
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Holos Integrated Wealth LLC
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Perigon Wealth Management, LLC
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JT Stratford LLC
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Glenmede Investment Management, LP
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Burney Co/
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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Acadian Asset Management Llc
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
LGT Financial Advisors LLC
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Peterson Wealth Services
|
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|
Manchester Capital Management LLC
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Dynamic Advisor Solutions LLC
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MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
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|
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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Rocky Mountain Advisers, Llc
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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MJT & Associates Financial Advisory Group, Inc.
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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Reynders McVeigh Capital Management, LLC
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Ontario Teachers Pension Plan Board
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
|
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
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Union Savings Bank
|
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|
JGP Wealth Management, LLC
|
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InvesTrust
|
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Vinva Investment Management Ltd
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Davidson Trust Co
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Global Wealth Strategies & Associates
|
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AlTi Global, Inc.
|
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Burke & Herbert Bank & Trust Co
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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M.e. Allison & Co., Inc.
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PFS Partners, LLC
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Choate Investment Advisors
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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Painted Porch Advisors LLC
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Capital International Sarl
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Glenview Trust Co
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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NAN FUNG TRINITY (HK) Ltd
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Cheviot Value Management, LLC
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Pictet Asset Management Holding SA
|
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Sage Mountain Advisors LLC
|
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Rodgers Brothers Inc.
|
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Prudential Financial Inc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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IFG Advisory, LLC
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
Olstein Capital Management, L.P.
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
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|
Keystone Wealth Services, LLC
|
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CoreFirst Bank & Trust
|
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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Joel Isaacson & Co., LLC
|
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Townsquare Capital Llc
|
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Mizuho Markets Americas Llc
|
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Hughes Financial Services, LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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E. Ohman J:or Asset Management AB
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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|
|
Peak6 Llc
|
|
|
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|
True North Advisors, LLC
|
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
ProShare Advisors LLC
|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
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|
|
|
Pavion Blue Capital, LLC
|
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|
First Financial Corp /in/
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Mmbg Investment Advisors Co.
|
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|
Dodge & Cox
|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
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|
|
Capital Research Global Investors
|
|
|
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|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
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|
|
Cohen & Steers, Inc.
|
|
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
Summitry Llc
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Hantz Financial Services, Inc.
|
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|
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|
Regions Financial Corp
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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|
|
|
Somerset Trust Co
|
|
|
|
|
|
Equity Investment Corp
|
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|
Blueshift Asset Management, LLC
|
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|
Steward Partners Investment Advisory, Llc
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
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|
Coston, McIsaac & Partners
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
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|
Cornerstone Advisors, LLC
|
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|
CX Institutional
|
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RW Investment Management LLC
|
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Deseret Mutual Benefit Administrators
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
|
Harwood Advisory Group, LLC
|
|
|
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|
APG Asset Management N.V.
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Pinnacle Financial Partners Inc
|
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|
Lido Advisors, LLC
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
Ieq Capital, Llc
|
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Capital Fund Management S.a.
|
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Parallax Volatility Advisers, L.P.
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
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|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
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|
IMG Wealth Management, Inc.
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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|
TFC Financial Management
|
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|
Strategic Planning, Inc.
|
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SBI Securities Co., Ltd.
|
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|
Callan Family Office, LLC
|
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|
Northeast Investment Management
|
|
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|
Apollon Wealth Management, LLC
|
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|
New Hampshire Trust
|
|
|
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|
Dakota Community Bank & Trust NA
|
|
|
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|
Vista Capital Partners, Inc.
|
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|
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|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Joule Financial, LLC
|
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Brandywine Oak Private Wealth Llc
|
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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|
Nuveen, LLC
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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ORG Wealth 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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Sig Brokerage, Lp
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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|
New Wave Wealth Advisors Llc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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Comprehensive Financial Consultants Institutional, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Trust Co of the South
|
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Curat Global, LLC
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LM Advisors LLC
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Sit Investment Associates Inc
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Assenagon Asset Management S.A.
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Aberdeen Wealth Management LLC
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Clifford Swan Investment Counsel Llc
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Tiaa Trust, National Association
|
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Hudson Bay Capital Management LP
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Bank & Trust Co
|
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Crewe Advisors LLC
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Balboa Wealth Partners
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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Federated Hermes, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A4
|
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Davis Capital Management
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Hilltop Holdings Inc.
|
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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HBW Advisory Services LLC
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I
|
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Riggs Asset Managment Co. Inc.
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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CoreCap Advisors, LLC
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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Washington Trust Advisors, Inc.
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BankPlus Trust Department
|
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Quadcap Wealth Management, LLC
|
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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SFYF - Tidal ETF Trust - SoFi 50 ETF
|
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Squarepoint Ops LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Arlington Trust Co LLC
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Robinson Value Management, Ltd.
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Intrust Bank Na
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Ipswich Investment Management Co., Inc.
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Abn Amro Investment Solutions
|
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Empire Financial Management Company, LLC
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Skylands Capital, LLC
|
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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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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Armstrong Advisory Group, Inc
|
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|
Stiles Financial Services Inc
|
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Associated Banc-corp
|
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ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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Auxano Advisors, LLC
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Berger Financial Group, Inc
|
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Aviva Plc
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
SRS Capital Advisors, Inc.
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Toroso Investments, LLC
|
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Bingham Private Wealth, Llc
|
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Millennium Management Llc
|
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|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
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|
Perpetual Ltd
|
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|
Hartford Financial Management Inc.
|
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|
Thompson Siegel & Walmsley Llc
|
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|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
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|
|
|
Kovack Advisors, Inc.
|
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|
Intech Investment Management Llc
|
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|
|
Tcw Group Inc
|
|
|
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|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
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|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Wealth Forward, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
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Edmp, Inc.
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Tradewinds Capital Management, LLC
|
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|
Candriam Luxembourg S.C.A.
|
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SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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Cladis Investment Advisory, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
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|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
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|
Texas Permanent School Fund
|
|
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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M&G Plc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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California State Teachers Retirement System
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Vectors Research Management, LLC
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WealthPLAN Partners, LLC
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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Capital International Inc /ca/
|
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Bond & Devick Financial Network, Inc.
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Mizuho Securities Usa Llc
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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Private Capital Management, LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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|
|
BRYN MAWR TRUST Co
|
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Hayek Kallen Investment Management
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Comerica Bank
|
|
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|
CGC Financial Services, LLC
|
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Integrated Advisors Network LLC
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Insight 2811, Inc.
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Brandes Investment Partners, Lp
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
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|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Bfsg, Llc
|
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Pettee Investors, Inc.
|
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Capstone Investment Advisors, Llc
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
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|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Kamunting Street Capital Management, L.P.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Motco
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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Manufacturers Life Insurance Company, The
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Hemington Wealth Management
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Country Trust Bank
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Kiker Wealth Management, LLC
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Bell & Brown Wealth Advisors, Llc
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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Quadrant Capital Group Llc
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Mairs & Power Inc
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JB Capital LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Capital A Wealth Management, LLC
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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PDS Planning, Inc
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
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Mv Capital Management, Inc.
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Group One Trading, L.p.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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CFS Investment Advisory Services, LLC
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CBOE Vest Financial, LLC
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Martel Wealth Advisors Inc
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4wealth Advisors, Inc.
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Trust Investment Advisors
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
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Rakuten Securities, Inc.
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Raleigh Capital Management Inc.
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Charles Schwab Investment Management Inc
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J. Safra Sarasin Holding AG
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Css Llc/il
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First Horizon Advisors, Inc.
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Regatta Capital Group, Llc
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Connors Funds - Connors Hedged Equity Fund Institutional Class
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Adviser Investments LLC
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
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Signature Wealth Management Group
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Smead Capital Management, Inc.
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Parr Mcknight Wealth Management Group, Llc
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KEAT - EA Series Trust - Keating Active ETF
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UniSuper Management Pty Ltd
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
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Welch & Forbes Llc
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Symmetry Investments LP
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New York Life Investment Management Llc
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Cohen Klingenstein LLC
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Howard Hughes Medical Institute
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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Courier Capital Llc
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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Integrated Wealth Concepts LLC
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Employees Retirement System of Texas
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Ifrah Financial Services, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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DiNuzzo Private Wealth, Inc.
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Siemens Fonds Invest GmbH
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QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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Loomis Sayles & Co L P
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State of Tennessee, Treasury Department
|
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Godsey & Gibb Associates
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Ridgewood Investments LLC
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Marshall Wace, Llp
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Banco Bilbao Vizcaya Argentaria, S.a.
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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IPG Investment Advisors LLC
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Sei Investments Co
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Treasurer of the State of North Carolina
|
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Warren Averett Asset Management, LLC
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N.E.W. Advisory Services LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Pinnacle Bancorp, Inc.
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Ironwood Investment Management Llc
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Norges Bank
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Cim Investment Mangement Inc
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Silvercrest Asset Management Group Llc
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Excalibur Management Corp
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Alhambra Investment Partners LLC
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Oarsman Capital, Inc.
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Ballentine Partners, LLC
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USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
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Benjamin Edwards Inc
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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Sapient Capital Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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DKRT Investments Corp.
|
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Moloney Securities Asset Management, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Rafferty Asset Management, LLC
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Bell Investment Advisors, Inc
|
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|
Voya Financial Advisors, Inc.
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
Robeco Institutional Asset Management B.V.
|
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San Luis Wealth Advisors LLC
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Savoir Faire Capital Management, L.P.
|
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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|
Creative Planning
|
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|
Rhumbline Advisers
|
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Salomon & Ludwin, LLC
|
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First Heartland Consultants, Inc.
|
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Systematic Alpha Investments, LLC
|
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Dai-Ichi Life Insurance Company, Ltd
|
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|
Blair William & Co/il
|
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|
Truist Financial Corp
|
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Aaron Wealth Advisors LLC
|
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|
Texas Yale Capital Corp.
|
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|
Teacher Retirement System Of Texas
|
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
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|
Wolverine Asset Management Llc
|
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Price T Rowe Associates Inc /md/
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
Capula Management Ltd
|
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CSM Advisors, LLC
|
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|
Gotham Asset Management, LLC
|
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|
California Public Employees Retirement System
|
|
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|
Jlb & Associates Inc
|
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|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
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|
Gladstone Institutional Advisory LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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Total Investment Management Inc
|
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|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Modera Wealth Management, LLC
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
Commonwealth Equity Services, Llc
|
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|
Forum Financial Management, LP
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Cornercap Investment Counsel Inc
|
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|
Advisor Group Holdings, Inc.
|
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|
Farmers & Merchants Investments Inc
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
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|
Clarkston Capital Partners, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
W.H. Cornerstone Investments Inc.
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Bnp Paribas
|
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|
Silver Coast Investments LLC
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
|
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|
Court Place Advisors, LLC
|
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|
Uncommon Cents Investing LLC
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
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|
|
|
Bank of New York Mellon Corp
|
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|
|
|
Morgan Stanley
|
|
|
|
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|
Leavell Investment Management, Inc.
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
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|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Jacobs & Co/ca
|
|
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|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
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|
Berkshire Bank
|
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
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|
Aptus Capital Advisors, LLC
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
M&t Bank Corp
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
Northern Trust Corp
|
|
|
|
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|
BlueStem Wealth Partners, LLC
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
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|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
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|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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|
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|
Banco BTG Pactual S.A.
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Trillium Asset Management, Llc
|
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|
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|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
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|
Evermay Wealth Management Llc
|
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|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
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|
Hartford Investment Management Co
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
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|
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|
