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Concurrent Investment Advisors, LLC
|
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Wilkins Investment Counsel Inc
|
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Bigelow Investment Advisors, LLC
|
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|
South Plains Financial, Inc.
|
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|
Coordinated Financial Services, Inc.
|
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|
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|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
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|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Hurley Capital, LLC
|
|
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
PineBridge Investments, L.P.
|
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Moneta Group Investment Advisors Llc
|
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Solitude Financial Services
|
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|
Oarsman Capital, Inc.
|
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|
Cetera Investment Advisers
|
|
|
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|
Rice Partnership, LLC
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
Principal Securities, Inc.
|
|
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|
Elo Mutual Pension Insurance Co
|
|
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
|
|
|
Jane Street Group, Llc
|
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|
Wallace Advisory Group, LLC
|
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Avanza Fonder AB
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
AlphaCore Capital LLC
|
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|
Capital Square, LLC
|
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Auxier Asset Management
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
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COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Key FInancial Inc
|
|
|
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|
Brookstone Capital Management
|
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
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|
|
Tri-continental Corp
|
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|
Private Trust Co Na
|
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|
Pacific Center for Financial Services
|
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XTX Topco Ltd
|
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Machina Capital S.a.s.
|
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Birch Hill Investment Advisors LLC
|
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Lane & Associates LLC
|
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|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
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|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
Cox Capital Mgt LLC
|
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|
Somerset Trust Co
|
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Reuter James Wealth Management, Llc
|
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Commonwealth Equity Services, Llc
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Southern Capital Advisors, Llc
|
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|
Mark Sheptoff Financial Planning, Llc
|
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R Squared Ltd
|
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|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
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|
Wellington Shields Capital Management, LLC
|
|
|
|
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|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Ridgewood Investments LLC
|
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|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
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|
|
|
|
SILVER OAK SECURITIES, Inc
|
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|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
Luminist Capital LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
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|
Lynch & Associates/in
|
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|
E&G Advisors, LP
|
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|
Summit Trail Advisors, Llc
|
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|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
Hardy Reed LLC
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Natixis
|
|
|
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|
|
Callan Family Office, LLC
|
|
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|
|
Delta Global Management LP
|
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|
Belmont Capital, LLC
|
|
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|
1832 Asset Management L.P.
|
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|
Traphagen Investment Advisors Llc
|
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|
|
Lindbrook Capital, Llc
|
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|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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Elgethun Capital Management
|
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|
Clear Harbor Asset Management, LLC
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Advisors Capital Management, LLC
|
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|
First Heartland Consultants, Inc.
|
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|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
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|
|
Rhumbline Advisers
|
|
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|
Shelton Capital Management
|
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|
Pinnacle Wealth Management Group, Inc.
|
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|
St Germain D J Co Inc
|
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|
Herold Advisors, Inc.
|
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Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
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|
American Century Companies Inc
|
|
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|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
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|
|
Silvant Capital Management LLC
|
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|
Alpha Cubed Investments, LLC
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|
Fortis Capital Advisors, LLC
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Carmel Capital Partners, LLC
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Cwm, Llc
|
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Canada Post Corp Registered Pension Plan
|
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LOM Asset Management Ltd
|
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Arete Wealth Advisors, LLC
|
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Venture Visionary Partners LLC
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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Intrust Bank Na
|
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CarsonAllaria Wealth Management, Ltd.
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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JBGlobal.com LLC
|
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First United Bank Trust/
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Fortis Group Advisors, LLC
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Kennedy Investment Group
|
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Penserra Capital Management LLC
|
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Aptus Capital Advisors, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
|
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|
Gould Capital, LLC
|
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Invesco, Llc
|
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Ogorek Anthony Joseph /ny/ /adv
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
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|
Missouri Trust & Investment Co
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Keudell/Morrison Wealth Management
|
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|
Jacobi Capital Management LLC
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Alpine Bank Wealth Management
|
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Harmony Asset Management Llc
|
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Glenview Trust Co
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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|
Rogco, Lp
|
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|
Capital Fund Management S.a.
|
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|
FSA Wealth Management LLC
|
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|
IMC-Chicago, LLC
|
|
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|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Woodmont Investment Counsel Llc
|
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|
|
Park Square Financial Group, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Howard Capital Management Inc.
|
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|
GAM Holding AG
|
|
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|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
|
Transce3nd, LLC
|
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|
McAdam, LLC
|
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|
Chiron Capital Management, Llc
|
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|
Rafferty Asset Management, LLC
|
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|
Aegis Wealth Management LLC
|
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|
Coho Partners, Ltd.
|
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|
Ascent Group, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
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|
|
|
|
Heritage Wealth Management, Inc.
|
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|
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|
|
Atlantic Trust, LLC
|
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|
|
Level Financial Advisors, Inc.
|
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|
|
Steigerwald, Gordon & Koch Inc.
|
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|
|
Pinnacle Associates Ltd
|
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|
|
USS Investment Management Ltd
|
|
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|
|
Summit X, LLC
|
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|
|
|
|
Greenwich Wealth Management LLC
|
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|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Quilter Plc
|
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Massachusetts Financial Services Co /ma/
|
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LS Investment Advisors, LLC
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Everett Harris & Co /ca/
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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TD Capital Management LLC
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Altrius Capital Management Inc
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Cardinal Capital Management
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Brandes Investment Partners, Lp
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Measured Risk Portfolios, Inc.
|
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Retirement Systems of Alabama
|
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Stonebridge Financial Group, LLC
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Centerline Wealth Advisors, LLC
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Hara Capital LLC
|
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Legacy Capital Group California, Inc.
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Valley National Advisers Inc
|
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Stolper Co
|
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Bonness Enterprises Inc
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Heritage Trust Co
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BankPlus Trust Department
|
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Thomasville National Bank
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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Venturi Wealth Management, LLC
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Canton Hathaway, LLC
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CWM Advisors, LLC
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Fundamentun, Llc
|
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DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Leo Wealth, LLC
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Heartwood Wealth Advisors LLC
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Impala Asset Management LLC
|
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Toronto Dominion Bank
|
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Taddei, Ludwig & Associates, Inc.
|
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Coppell Advisory Solutions LLC
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Centre Asset Management, LLC
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Crews Bank & Trust
|
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Horizon Financial Services, Llc
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
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Woodley Farra Manion Portfolio Management Inc
|
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Creekmur Asset Management LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Park Avenue Securities Llc
|
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Institutional Investment Strategy Fund
|
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Prudential Plc
|
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Carson Advisory Inc.
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Vision Financial Markets Llc
|
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Highline Wealth Partners Llc
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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American Alpha Advisors, LLC
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Voya Infrastructure, Industrials & Materials Fund
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Rossmore Private Capital
|
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Kestra Investment Management, LLC
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SkyOak Wealth, LLC
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Auto-Owners Insurance Co
|
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Mission Wealth Management, Lp
|
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N.E.W. Advisory Services LLC
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Fusion Capital, LLC
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SCS Capital Management LLC
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Curat Global, LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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American Capital Advisory, LLC
|
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|
Peterson Wealth Services
|
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|
MidWestOne Financial Group, Inc.
|
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|
FT Vest Total Return Income Fund: Series A4
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Jensen Investment Management Inc
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Brighton Jones Llc
|
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|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
Equity Investment Corp
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
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|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
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|
Shorepoint Capital Partners LLC
|
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|
Gibbs Wealth Management
|
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|
Lazard Asset Management Llc
|
|
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|
Summit Financial, LLC
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
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|
Mb, Levis & Associates, Llc
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
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|
|
Stifel Financial Corp
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Independence Asset Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
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Legacy Wealth Asset Management, LLC
|
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Thompson Investment Management, Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
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|
Siemens Fonds Invest GmbH
|
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Citadel Advisors Llc
|
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|
Secured Retirement Advisors, Llc
|
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|
Rsm Us Wealth Management Llc
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|
West Tower Group, LLC
|
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|
Glenmede Trust Co Na
|
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|
Cigna Investments Inc /new
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Hollencrest Capital Management
|
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|
Mcdonald Partners Llc
|
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|
VELA Investment Management, LLC
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Retirement Wealth Solutions LLC
|
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Metis Global Partners, LLC
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Lantz Financial LLC
|
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Lombard Odier Asset Management (Switzerland) SA
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Masters Capital Management Llc
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Generali Asset Management SPA SGR
|
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Profunds - Profund Vp Large-cap Value
|
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Western Wealth Management, LLC
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Minot DeBlois Advisors LLC
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Alliance Wealth Advisors, LLC /UT
|
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Pacitti Group Inc.
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Kentucky Retirement Systems
|
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Nfj Investment Group, Llc
|
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Hudson Bay Capital Management LP
|
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Liberty Capital Management, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Commonwealth Retirement Investments LLC
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
|
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|
Morton Community Bank
|
|
|
|
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|
Future Financial Wealth Managment LLC
|
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|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Toth Financial Advisory Corp
|
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|
Adams Asset Advisors, LLC
|
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MKT Advisors LLC
|
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|
American National Bank
|
|
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|
Archer Investment Corp
|
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|
Citizens Financial Group Inc/ri
|
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BLVD Private Wealth, LLC
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|
Matrix Trust Co
|
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Activest Wealth Management
|
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|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
|
|
Annex Advisory Services, LLC
|
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|
Asset Dedication, LLC
|
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|
Roundview Capital LLC
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Townsquare Capital Llc
|
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Perpetual Ltd
|
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|
Jfs Wealth Advisors, Llc
|
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Abn Amro Investment Solutions
|
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Vega Investment Solutions
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Inspire Trust Co, N.a.
|
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Financial Partners Group, LLC
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|
Public Employees Retirement System Of Ohio
|
|
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|
Baxter Bros Inc
|
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|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
Apollon Wealth Management, LLC
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Fairview Capital Investment Management, Llc
|
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|
TCTC Holdings, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
RMG Wealth Management LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
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|
|
Centric Wealth Management
|
|
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|
Letko, Brosseau & Associates Inc
|
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Money Concepts Capital Corp
|
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|
Platform Technology Partners
|
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|
TCM Advisors, LLC
|
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|
Avalon Trust Co
|
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|
Advocate Group Llc
|
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|
Stonegate Investment Group, LLC
|
|
|
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|
|
NewSquare Capital LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
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|
|
Hendershot Investments Inc.
|
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|
|
Inlet Private Wealth, LLC
|
|
|
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|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
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|
Voloridge Investment Management, Llc
|
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|
PDS Planning, Inc
|
|
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
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|
General Partner, Inc.
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|
Beacon Financial Group
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Trust Co Of Toledo Na /oh/
|
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|
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|
|
Crowley Wealth Management, Inc.
|
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|
iA Global Asset Management Inc.
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|
AustralianSuper Pty Ltd
|
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Cooper Financial Group
|
|
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Pandora Wealth, Inc.
|
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|
Wolverine Trading, Llc
|
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Sava Infond d.o.o.
|
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|
Panagora Asset Management Inc
|
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Smith, Salley & Associates
|
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Absher Wealth Management, Llc
|
|
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|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
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|
|
MBM Wealth Consultants, LLC
|
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|
|
MetLife Investment Management, LLC
|
|
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|
SageView Advisory Group, LLC
|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Morningstar Investment Management LLC
|
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Maj Invest Holding A/S
|
|
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|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
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|
|
Trust Co Of Virginia /va
|
|
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|
Morgan Stanley
|
|
|
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|
Kerusso Capital Management LLC
|
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|
Weatherly Asset Management L. P.
|
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Steward Partners Investment Advisory, Llc
|
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Charter Trust Co
|
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|
Hemington Wealth Management
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
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|
|
World Equity Group, Inc.
|
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
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|
|
Clarius Group, LLC
|
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Transamerica Financial Advisors, Inc.
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
|
Applied Capital LLC/FL
|
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|
Maverick Capital Ltd
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
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|
|
Neville Rodie & Shaw Inc
|
|
|
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|
|
Stevens Capital Management Lp
|
|
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|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
AAIIX - ANCORA TRUST - Ancora Income Fund Class I
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SEA - ETF Series Solutions - U.S. Global Sea to Sky Cargo ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Choice Wealth Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Annie E. Casey Foundation, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
Two Sigma Advisers, Lp
|
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|
Wedmont Private Capital
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
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|
Probity Advisors, Inc.
|
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|
S.A. Mason LLC
|
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|
Sterling Investment Counsel, LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
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|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
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|
Soundwatch Capital LLC
|
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|
Daner Wealth Management, LLC
|
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|
Greenline Partners, LLC
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
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|
Successful Portfolios LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
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|
Conning Inc.
|
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Quaker Wealth Management, LLC
|
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
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|
Peregrine Asset Advisers, Inc.
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
Lathrop Investment Management Corp
|
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Sollinda Capital Management LLC
|
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Qube Research & Technologies Ltd
|
|
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
Bank Of Montreal /can/
|
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Resources Management Corp /ct/ /adv
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Eliot Finkel Investment Counsel, LLC
|
|
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|
Fidelity National Financial, Inc.
|
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|
Sage Mountain Advisors LLC
|
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Capital Advisors, Ltd. LLC
|
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Estabrook Capital Management
|
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Institute for Wealth Management, LLC.
|
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Capital International Sarl
|
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Sig Brokerage, Lp
|
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Edgestream Partners, L.P.
|
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Fulton Bank, N.a.
|
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BKD Wealth Advisors, LLC
|
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MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
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|
First Foundation Advisors
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Robeco Institutional Asset Management B.V.
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Voleon Capital Management Lp
|
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|
Frank, Rimerman Advisors LLC
|
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
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|
Dunhill Financial, LLC
|
|
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|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
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|
Heritage Wealth Advisors
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
High Net Worth Advisory Group LLC
|
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|
Davidson Trust Co
|
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|
RMB Capital Management, LLC
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
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|
|
CRA Financial Services, LLC
|
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|
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|
|
Westside Investment Management, Inc.
|
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|
Ritholtz Wealth Management
|
|
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
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|
Commerce Bank
|
|
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
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|
Chicago Partners Investment Group LLC
|
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|
|
Continuum Advisory, LLC
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
Fidelis Capital Partners, LLC
|
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|
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|
|
Sar Wealth Management Group, Llc
|
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|
Sweeney & Michel, Llc
|
|
|
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|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
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|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Oakland Financial Corp
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
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|
|
Ci Investments Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
First Financial Bank - Trust Division
|
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|
Vestcor Inc
|
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|
Davis Capital Management
|
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|
Culbertson A N & Co Inc
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
Harbour Investments, Inc.
|
|
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|
California Public Employees Retirement System
|
|
|
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|
Avestar Capital, LLC
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Kennon-Green & Company, LLC
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Pacer Advisors, Inc.
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HBW Advisory Services LLC
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
Arnhold LLC
|
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|
Powers Advisory Group, LLC
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Nordea Investment Management Ab
|
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Clifford Group, LLC
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GM Advisory Group, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Taylor Hoffman Capital Management LLC
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Allianz Asset Management GmbH
|
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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|
Mercer Global Advisors Inc /adv
|
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Crescent Grove Advisors, LLC
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|
Syntax Research, Inc.
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Revisor Wealth Management LLC
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PrairieView Partners, LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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Tower Research Capital LLC (TRC)
|
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Spire Wealth Management
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Bartlett & Co. Wealth Management Llc
|
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Oliver Lagore Vanvalin Investment Group
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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MCF Advisors LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Waldron Private Wealth LLC
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Essex Financial Services, Inc.
|
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Marquette Asset Management, LLC
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Edgar Lomax Co/va
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
Guyasuta Investment Advisors Inc
|
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Oak Harbor Wealth Partners, Llc
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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JustInvest LLC
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Beaird Harris Wealth Management, LLC
|
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EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
Texas Yale Capital Corp.
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Buckingham Strategic Partners
|
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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Sabal Trust CO
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
Northwest Bancshares, Inc.
|
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Harbor Advisors LLC
|
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Tanglewood Legacy Advisors, LLC
|
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|
Occudo Quantitative Strategies Lp
|
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|
Sage Capital Advisors,llc
|
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|
IFG Advisors, LLC
|
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|
626 Financial, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
Public Employees Retirement Association Of Colorado
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Nexus Investment Management ULC
|
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|
Godsey & Gibb Associates
|
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|
Investment Planning Advisors, Inc.
|
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|
Headlands Technologies LLC
|
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|
Silver Coast Investments LLC
|
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Tocqueville Asset Management L.p.
|
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VeraBank, N.A.
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
First Citizens Bank & Trust Co
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
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|
Manchester Capital Management LLC
|
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
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|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
|
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|
Austin Asset Management Co Inc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Aviva Plc
|
|
|
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|
|
Options Solutions, Llc
|
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|
|
Cerity Partners LLC
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
PRNT - Ark ETF Trust - The 3D Printing ETF
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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|
Foundations Investment Advisors, LLC
|
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|
First Affirmative Financial Network
|
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|
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
Boreal Capital Management LLC
|
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|
|
Prestige Wealth Management Group LLC
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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Spirit Of America Management Corp/ny
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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B. Metzler seel. Sohn & Co. AG
|
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Versor Investments LP
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
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Walleye Capital LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
BCJ Capital Management, LLC
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|
Pacific Sage Partners, LLC
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Guggenheim Capital Llc
|
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Stephens Consulting, LLC
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360 Financial, Inc.
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Trillium Asset Management, Llc
|
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Financial Gravity Companies, Inc.
|
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Orrstown Financial Services Inc
|
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|
GPS Wealth Strategies Group, LLC
|
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|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
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|
|
Old Point Trust & Financial Services N A
|
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Marks Group Wealth Management, Inc
|
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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Personal Cfo Solutions, Llc
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Simmons Bank
|
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|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
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United Asset Strategies, Inc.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
Hilltop National Bank
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Texas Permanent School Fund
|
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First Fiduciary Investment Counsel, Inc.
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New York State Teachers Retirement System
|
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|
Grimes & Company, Inc.
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Princeton Global Asset Management LLC
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Engineers Gate Manager LP
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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|
Econ Financial Services Corp
|
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|
Geode Capital Management, Llc
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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B&D White Capital Company, LLC
|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
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|
Spectrum Wealth Counsel, LLC
|
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Fmr Llc
|
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Carnegie Lake Advisors LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Smithfield Trust Co
|
|
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|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
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|
Point72 Asset Management, L.P.
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Diamant Asset Management, Inc.
|
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Kennebec Savings Bank
|
|
|
|
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
|
Sovereign Financial Group, Inc.
|
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|
CWA Asset Management Group, LLC
|
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|
RFG Advisory, LLC
|
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|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
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|
|
|
Volterra Technologies LP
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
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|
|
Byrne Asset Management LLC
|
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|
Gilman Hill Asset Management, LLC
|
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|
Coordinated Financial Services, Inc./CO
|
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|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
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|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
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|
|
Tower Bridge Advisors
|
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|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
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|
|
Signature Resources Capital Management, LLC
|
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|
|
MONECO Advisors, LLC
|
|
|
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|
Centricity Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Capstone Investment Advisors, Llc
|
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|
Bill & Melinda Gates Foundation Trust
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
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|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
|
|
Capital Management Corp /va
|
|
|
|
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|
HORAN Wealth, LLC
|
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|
Mechanics Financial Corp
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Cubist Systematic Strategies, LLC
|
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|
Mattern Capital Management, Llc
|
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|
Charter Capital Management, LLC\DE
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
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|
|
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|
Iams Wealth Management, Llc
|
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|
Seacrest Wealth Management, Llc
|
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|
|
|
|
E. Ohman J:or Asset Management AB
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
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|
|
DHJJ Financial Advisors, Ltd.
|
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|
Field & Main Bank
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
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|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
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|
Plato Investment Management Ltd
|
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Integrity Alliance, Llc.
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Royal Bank Of Canada
|
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|
|
Monte Financial Group, LLC
|
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|
Loudon Investment Management, LLC
|
|
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|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
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|
|
Te Ahumairangi Investment Management Ltd
|
|
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|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
LVW Advisors, LLC
|
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|
HB Wealth Management, LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
|
|
|
NewEdge Wealth, LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
1248 Management, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
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|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
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|
AlphaStar Capital Management, LLC
|
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|
Zullo Investment Group, Inc.
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|
Koss-Olinger Consulting, LLC
|
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|
Vinva Investment Management Ltd
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Bailard, Inc.
|
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|
Rialto Wealth Management, LLC
|
|
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|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
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|
Tsfg, Llc
|
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|
Tudor Investment Corp Et Al
|
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Equitable Trust Co
|
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|
Edmond De Rothschild Holding S.a.
|
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|
CNB Bank
|
|
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|
Zacks Investment Management
|
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|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
Taylor Financial Group, Inc.
|
|
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
Bbr Partners, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
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|
|
|
Park Place Capital Corp
|
|
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|
Game Plan Financial Advisors, LLC
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
|
|
Atticus Wealth Management, Llc
|
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|
Marks Wealth, LLC
|
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|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
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|
VSM Wealth Advisory, LLC
|
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|
Legacy Financial Advisors, Inc.
|
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|
Detalus Advisors, LLC
|
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|
Boyer & Corporon Wealth Management, LLC
|
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|
Wbi Investments, Inc.
|
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|
Global Retirement Partners, LLC
|
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|
Vivaldi Capital Management, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
RiverFront Investment Group, LLC
|
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|
Tradition Wealth Management, LLC
|
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|
Simplicity Wealth,LLC
|
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|
Waller Financial Planning Group, Inc
|
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InvesTrust
|
|
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|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
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|
Canandaigua National Bank & Trust Co
|
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|
UniSuper Management Pty Ltd
|
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|
Soltis Investment Advisors LLC
|
|
|
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|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
DB Fitzpatrick & Co, Inc
|
|
|
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|
IMG Wealth Management, Inc.
|
|
|
|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
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|
Benin Management CORP
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Sentinus, LLC
|
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|
|
|
|
HighMark Wealth Management LLC
|
|
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|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Landscape Capital Management, L.l.c.
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|
Accordant Advisory Group Inc
|
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|
Nomura Holdings Inc
|
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Essex Investment Management Co Llc
|
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Securian Asset Management, Inc
|
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|
Cetera Trust Company, N.A
|
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|
Abound Wealth Management
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
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|
Weaver Consulting Group
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
First County Bank /CT/
|
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|
Avion Wealth
|
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Durante & Waters, Llc
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My Legacy Advisors, LLC
|
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|
Independent Advisor Alliance
|
|
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|
Optas, LLC
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Jpmorgan Chase & Co
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
O'Keefe Stevens Advisory, Inc.
|
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|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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Synergy Financial Group, LTD
|
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|
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
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|
|
GHP Investment Advisors, Inc.
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Ellis Investment Partners, LLC
|
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|
First Horizon Advisors, Inc.
|
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Measured Wealth Private Client Group, LLC
|
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Yousif Capital Management, Llc
|
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|
Cohen Investment Advisors LLC
|
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Independent Investors Inc
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
Merit Financial Group, LLC
|
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|
Nicholas Hoffman & Company, LLC.
|
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Cypress Capital Group
|
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Painted Porch Advisors LLC
|
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Fiduciary Alliance LLC
|
|
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|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
Breakwater Capital Group
|
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|
Kondo Wealth Advisors, Inc.
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
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|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
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|
PYA Waltman Capital, LLC
|
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|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
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|
|
|
Mariner, LLC
|
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|
Kercheville Advisors, LLC
|
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|
Weaver Capital Management LLC
|
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|
MRP Capital Investments, LLC
|
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|
Hudson Canyon Capital Management
|
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|
Alerus Financial Na
|
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|
Lido Advisors, LLC
|
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|
Sachetta, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
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|
|
Sound Income Strategies, LLC
|
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|
|
Hilltop Holdings Inc.
|
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|
Tidemark, LLC
|
|
|
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|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
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|
Atom Investors LP
|
|
|
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|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
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|
Howland Capital Management Llc
|
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|
Financial Advocates Investment Management
|
|
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|
Cascade Financial Partners, LLC
|
|
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|
West Branch Capital LLC
|
|
|
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|
Keel Point, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Css Llc/il
|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
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|
|
Ally Financial Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Forge Financial Services LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
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Voya Financial Advisors, Inc.
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Parallel Advisors, LLC
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Finley Financial, LLC
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Hantz Financial Services, Inc.
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
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Atomi Financial Group, Inc.
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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Total Investment Management Inc
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Centennial Bank/AR/
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
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Watts Gwilliam & Co., LLC
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Blake Schutter Theil Wealth Advisors, LLC
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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Aspect Partners, LLC
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Bank of New Hampshire
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Advanced Portfolio Management, LLC
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Chancellor Financial Group WB LP
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Tufton Capital Management
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Supplemental Annuity Collective Trust of NJ
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Glass Wealth Management Co LLC
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Northwest & Ethical Investments L.P.
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CHURCHILL MANAGEMENT Corp
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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CoreFirst Bank & Trust
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
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Heritage Investors Management Corp
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Universal- Beteiligungs- und Servicegesellschaft mbH
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Portland Investment Counsel Inc.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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DeDora Capital, Inc.
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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1620 Investment Advisors, Inc.
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
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Klein Pavlis & Peasley Financial, Inc.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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CVAR - ETF Opportunities Trust - Cultivar ETF
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Davis R M Inc
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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Utah Retirement Systems
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Bedell Frazier Investment Counseling, LLC
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Integrated Wealth Concepts LLC
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Washington Trust Advisors, Inc.
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Alps Advisors Inc
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Twin Capital Management Inc
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Trexquant Investment LP
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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Sterling Capital Management LLC
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Flaharty Asset Management, LLC
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Harbour Capital Advisors, LLC
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Founders Financial Alliance, LLC
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Pflug Koory, LLC
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Carderock Capital Management Inc
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Fortis Advisors, LLC
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Bank & Trust Co
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Pfc Capital Group, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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CMG Global Holdings, LLC
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Asset Planning,Inc
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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CHICAGO TRUST Co NA
|
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Graney & King, LLC
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PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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Symphony Financial, Ltd. Co.
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Great Valley Advisor Group, Inc.
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Wiley Bros.-aintree Capital, Llc
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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Caldwell Securities, Inc
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Proathlete Wealth Management Llc
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Tilson Financial Group, Inc.
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Clark & Stuart, Inc
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Axa S.a.
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Encompass More Asset Management
|
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Ausdal Financial Partners, Inc.
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Resona Asset Management Co.,Ltd.
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Chung Wu Investment Group, LLC
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Carnegie Capital Asset Management, LLC
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Barlow Wealth Partners, Inc.
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|
State of Tennessee, Treasury Department
|
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Ccm Investment Group, Llc
|
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Catalytic Wealth RIA, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
Sheets Smith Wealth Management
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
MTM Investment Management, LLC
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ICONIQ Capital, LLC
|
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|
Oppenheimer & Co Inc
|
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|
Arizona State Retirement System
|
|
|
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|
|
Windsor Advisory Group, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
Cornerstone Wealth Management, LLC
|
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|
LGT Financial Advisors LLC
|
|
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|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
Bayesian Capital Management, LP
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
TD Waterhouse Canada Inc.
|
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
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|
180 Wealth Advisors, Llc
|
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|
Manufacturers Life Insurance Company, The
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
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|
|
National Asset Management, Inc.
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Synovus Financial Corp
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
Garde Capital, Inc.
|
|
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|
Olstein Capital Management, L.P.
|
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|
Sei Investments Co
|
|
|
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|
WealthTrak Capital Management LLC
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
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|
|
|
|
Headinvest, Llc
|
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|
|
Studio Investment Management Llc
|
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
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|
Old Port Advisors
|
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|
Orion Portfolio Solutions, LLC
|
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|
|
|
|
Dark Forest Capital Management Lp
|
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
Colony Group, LLC
|
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|
Jeppson Wealth Management, Llc
|
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|
|
Net Worth Advisory Group
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
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|
Hsbc Holdings Plc
|
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|
Postrock Partners Llc
|
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|
Ntv Asset Management Llc
|
|
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|
Redwood Park Advisors LLC
|
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|
|
|
|
Kozak & Associates, Inc.
|
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|
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|
Ballentine Partners, LLC
|
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|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
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|
|
|
|
Westbourne Investments, Inc.
|
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|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
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|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
Country Club Bank /gfn
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
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|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
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|
Associated Banc-corp
|
|
|
|
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|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bridgefront Capital, LLC
|
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|
Brown Advisory Inc
|
|
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|
Barnes Pettey Financial Advisors, Llc
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|
