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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Annex Advisory Services, LLC
|
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Horizon Investment Services, LLC
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Stonebrook Private Inc.
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Private Advisor Group, LLC
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Sagespring Wealth Partners, Llc
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Compass Financial Group, INC/SD
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Regent Peak Wealth Advisors LLC
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Cassaday & Co Wealth Management LLC
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|
Country Club Bank /gfn
|
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Kinneret Advisory, LLC
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Boit C F David
|
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Sargent Investment Group, LLC
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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Chicago Partners Investment Group LLC
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FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
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|
Burns Matteson Capital Management, LLC
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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Kidder Stephen W
|
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Sapient Capital Llc
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Quotient Wealth Partners, LLC
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Royal London Asset Management Ltd
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Bill Few Associates, Inc.
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Wesbanco Bank Inc
|
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IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
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Claris Financial LLC
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Ironwood Investment Management Llc
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Lane & Associates LLC
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jvl associates llc
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Activest Wealth Management
|
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Harvest Fund Management Co., Ltd
|
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Smith Shellnut Wilson Llc /adv
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Aberdeen Wealth Management LLC
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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OneAscent Wealth Management LLC
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Nomura Asset Management Co Ltd
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Verus Financial Partners, Inc.
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Ci Investments Inc.
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Catalytic Wealth RIA, LLC
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HBW Advisory Services LLC
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Savvy Advisors, Inc.
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Marcum Wealth, LLC
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Stephens Inc /ar/
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Tower Bridge Advisors
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Tran Capital Management, L.p.
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Texas Permanent School Fund
|
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LS Investment Advisors, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Quarry LP
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
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|
IFG Advisory, LLC
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Carnegie Lake Advisors LLC
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Falcon Wealth Planning
|
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Shore Point Advisors, LLC
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Apriem Advisors
|
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California Public Employees Retirement System
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Winthrop Advisory Group LLC
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Cypress Capital Group
|
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Great Valley Advisor Group, Inc.
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Callan Family Office, LLC
|
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|
Mesirow Financial Investment Management, Inc.
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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1st Source Bank
|
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MEMBERS Trust Co
|
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Hills Bank & Trust Co
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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R.m.sincerbeaux Capital Management Llc
|
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Kodai Capital Management LP
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Pinnacle Financial Partners Inc
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Nia Impact Advisors, Llc
|
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Cohen & Steers, Inc.
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
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|
McGrath & Associates, Inc.
|
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|
Wetzel Investment Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Howard Hughes Medical Institute
|
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|
Welch & Forbes Llc
|
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Werlinich Asset Management, LLC
|
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Financial Advisors, LLC
|
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|
Evergreen Private Wealth LLC
|
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|
Trust Co of the South
|
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|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
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|
Capital Counsel Llc/ny
|
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|
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|
Raub Brock Capital Management LP
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
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|
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LCM Capital Management Inc
|
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|
Amplius Wealth Advisors, LLC
|
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|
Winch Advisory Services, LLC
|
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|
Scarborough Advisors, LLC
|
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|
RMB Capital Management, LLC
|
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|
Stone House Investment Management, LLC
|
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|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
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|
|
Chilton Investment Co Llc
|
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|
Howland Capital Management Llc
|
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|
Glenmede Trust Co Na
|
|
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|
Northwest Bancshares, Inc.
|
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|
|
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|
Wimmer Associates 1, Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
EHP Funds Inc.
|
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|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
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BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
MBEQX - M FUND INC - M International Equity Fund
|
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Mml Investors Services, Llc
|
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Clark Capital Management Group, Inc.
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Two Sigma Investments, Lp
|
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Ted Buchan & Co
|
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Northwest & Ethical Investments L.P.
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Susquehanna Fundamental Investments, Llc
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Mattern Capital Management, Llc
|
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Sunburst Financial Group, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
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|
Cushing Capital Partners, LLC
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Lecap Asset Management Ltd
|
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|
Maryland State Retirement & Pension System
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Polen Capital Management Llc
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Richardson Financial Services Inc.
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Madison Asset Management, LLC
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Southeast Asset Advisors Inc.
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Tacita Capital Inc
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Blue Barn Wealth, LLC
|
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Cornerstone Wealth Group, LLC
|
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Midwest Trust Co
|
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Triad Wealth Partners, LLC
|
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Cove Private Wealth, LLC
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Rede Wealth, LLC
|
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Private Wealth Management Group, LLC
|
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SBI Securities Co., Ltd.
|
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Elevate Capital Advisors, LLC
|
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Safe Harbor Fiduciary, LLC
|
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Ellis Investment Partners, LLC
|
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|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
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|
|
Arista Wealth Management, LLC
|
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|
S&co Inc
|
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Premier Path Wealth Partners, LLC
|
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Close Asset Management Ltd
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
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|
|
AIA Group Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio
|
|
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Hohimer Wealth Management, Llc
|
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|
Change Path, LLC
|
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
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|
Principal Securities, Inc.
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
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|
Sigma Planning Corp
|
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|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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|
Keybank National Association/oh
|
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|
Reliant Investment Management, LLC
|
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Nations Financial Group Inc, /ia/ /adv
|
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Delaney Dennis R
|
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|
FRG Family Wealth Advisors LLC
|
|
|
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|
Detalus Advisors, LLC
|
|
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|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
Hamilton Point Investment Advisors, LLC
|
|
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|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
CGC Financial Services, LLC
|
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|
Mechanics Financial Corp
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
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|
|
Western Wealth Management, LLC
|
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|
Jones Financial Companies Lllp
|
|
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|
|
|
PrairieView Partners, LLC
|
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|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Legato Capital Management LLC
|
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|
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|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL International Index Fund (I)
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
GIIYX - GuideStone Funds - International Equity Index Fund Institutional
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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|
|
|
|
Voya Investment Management Llc
|
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|
ICW Investment Advisors LLC
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Quantinno Capital Management LP
|
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Heritage Trust Co
|
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|
Claro Advisors LLC
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
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|
Fmr Llc
|
|
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|
Rational Advisors Llc
|
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|
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A
|
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HighTower Advisors, LLC
|
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|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
|
|
|
Generali Investments, Management Co LLC
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|
Wilson & Boucher Capital Management, LLC
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Avalon Trust Co
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
|
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|
Smith, Moore & Co.
|
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Summit Wealth Partners, LLC
|
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STF Management LP
|
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CoreFirst Bank & Trust
|
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FourThought Financial Partners, LLC
|
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Tudor Financial Inc.
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Altfest L J & Co Inc
|
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Pinney & Scofield, Inc.
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Caisse Des Depots Et Consignations
|
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Northstar Asset Management Llc
|
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Stratos Wealth Partners, LTD.
|
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|
Deseret Mutual Benefit Administrators
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Trillium Asset Management, Llc
|
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|
Northstar Financial Companies, Inc.
|
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Radnor Capital Management, LLC
|
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Ensign Peak Advisors, Inc
|
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|
Rsm Us Wealth Management Llc
|
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Gabelli Funds Llc
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
|
|
Aspect Partners, LLC
|
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|
Redmond Asset Management, LLC
|
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|
Mather Group, Llc.
|
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Pacifica Partners Inc.
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
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|
Congress Wealth Management LLC / DE /
|
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Hudson Bay Capital Management LP
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Unique Wealth, Llc
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Segment Wealth Management, LLC
|
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|
HFM Investment Advisors, LLC
|
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Investment Management Corp of Ontario
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
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|
CI Private Wealth, LLC
|
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|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
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|
Cardinal Capital Management
|
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Hall Capital Management Co Inc
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White Pine Investment CO
|
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W Advisors, Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Ing Groep Nv
|
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FIL Ltd
|
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Temasek Holdings (Private) Ltd
|
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Fulton Bank, N.a.
|
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Transamerica Financial Advisors, Inc.
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
IMG Wealth Management, Inc.
|
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AustralianSuper Pty Ltd
|
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Alpine Bank Wealth Management
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
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|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
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|
|
Mount Yale Investment Advisors, LLC
|
|
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|
Eukles Asset Management
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
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|
Us Bancorp \de\
|
|
|
|
|
|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
Cambridge Advisors Inc.
|
|
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|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
EWQ - iShares, Inc. - iShares MSCI France ETF
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
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Roman Butler Fullerton & Co
|
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Milestone Asset Management, Llc
|
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|
Mill Creek Capital Advisors, LLC
|
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|
First National Advisers, LLC
|
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|
Portfolio Strategies, Inc.
|
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|
Whipplewood Advisors, LLC
|
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|
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|
Sherbrooke Park Advisers Llc
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
|
Blossom Wealth Management
|
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|
Chemistry Wealth Management LLC
|
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|
JGP Wealth Management, LLC
|
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|
Woodmont Investment Counsel Llc
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
|
|
Mufg Securities Americas Inc.
|
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|
Orion Capital Management LLC
|
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|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
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|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
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|
Principia Wealth Advisory, LLC
|
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|
CIBC Asset Management Inc
|
|
|
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|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
Pnc Financial Services Group, Inc.
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
First Command Advisory Services, Inc.
|
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|
Smartleaf Asset Management LLC
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
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|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
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|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
|
|
Wealth Alliance
|
|
|
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|
|
First National Bank Sioux Falls
|
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|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
DekaBank Deutsche Girozentrale
|
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|
Point72 Europe (London) LLP
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Prime Capital Investment Advisors, LLC
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Ingalls & Snyder Llc
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class
|
|
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|
New Hampshire Trust
|
|
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|
|
Whalerock Point Partners, Llc
|
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF
|
|
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|
|
FSM Wealth Advisors, LLC
|
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|
|
Creekmur Asset Management LLC
|
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|
|
Capital Investment Counsel, Inc
|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
MTM Investment Management, LLC
|
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|
First Pacific Financial
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
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|
|
Qrg Capital Management, Inc.
|
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|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
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|
|
Clear Investment Research, Llc
|
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|
|
General Partner, Inc.
|
|
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|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TPIF - TIMOTHY PLAN - Timothy Plan International ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
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Voleon Capital Management Lp
|
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Cornerstone Planning Group LLC
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
|
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|
EZU - iShares, Inc. - iShares MSCI Eurozone ETF
|
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|
Burkett Financial Services, Llc
|
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DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
North Star Investment Management Corp.
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|
Brown Brothers Harriman & Co
|
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|
Cornerstone Wealth Management, LLC
|
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|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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|
Jacobsen Capital Management
|
|
|
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|
Bbr Partners, Llc
|
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|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
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|
Epoch Investment Partners, Inc.
|
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EPG Wealth Management LLC
|
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|
EFA - iSHARES TRUST - iShares MSCI EAFE ETF
|
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|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
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|
Fruth Investment Management
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
Kavar Capital Partners Group, Llc
|
|
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|
Eaton Vance Enhanced Equity Income Fund
|
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|
Equitable Trust Co
|
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|
Sentry Investment Management Llc
|
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|
Sarver Vrooman Wealth Advisors
|
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|
New Age Alpha Advisors, LLC
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|
Mount Lucas Management LP
|
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|
Board of the Pension Protection Fund
|
|
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|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
FSC Wealth Advisors, LLC
|
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|
Huntington National Bank
|
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KKM Financial LLC
|
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Mission Wealth Management, Lp
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Evergreen Wealth Solutions, LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Richwood Investment Advisors, LLC
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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Bennett Selby Investments Lp
|
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Viawealth, Llc
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Forbes J M & Co Llp
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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SRS Capital Advisors, Inc.
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Axxcess Wealth Management, Llc
|
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Destination Wealth Management
|
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Biondo Investment Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Hazlett, Burt & Watson, Inc.
|
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Tompkins Financial Corp
|
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Illinois Municipal Retirement Fund
|
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Armstrong Advisory Group, Inc
|
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Phillips Financial Management, Llc
|
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Schmidt P J Investment Management Inc
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Signaturefd, Llc
|
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Gables Capital Management Inc.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Old Second National Bank Of Aurora
|
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North Star Asset Management Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
Brookstone Capital Management
|
|
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|
|
Austin Private Wealth, LLC
|
|
|
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|
TruWealth Advisors, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
|
Marco Investment Management Llc
|
|
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|
|
Applied Capital LLC/FL
|
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|
|
Twelve Points Wealth Management LLC
|
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|
|
Geneva Partners, LLC
|
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|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Lummis Asset Management, LP
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
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|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Byrne Asset Management LLC
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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|
Sentry LLC
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VeraBank, N.A.
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Clarius Group, LLC
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Meridian Wealth Management, LLC
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Advisor OS, LLC
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Advisors Capital Management, LLC
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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Andra AP-fonden
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Centricity Wealth Management, LLC
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Meeder Advisory Services, Inc.
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PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
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Parthenon Llc
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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PENN SERIES FUNDS INC - Developed International Index Fund
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Haverford Trust Co
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REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
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Freestone Grove Partners LP
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LVPIX - Profunds - Large-cap Value Profund Investor Class
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Beaumont Asset Management, L.L.C.
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Junto Capital Management LP
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Oakworth Capital, Inc.
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Wedbush Securities Inc
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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GPS Wealth Strategies Group, LLC
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Coign Capital Advisors LLC
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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Allstate Corp
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Boltwood Capital Management
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Operose Advisors LLC
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Mirae Asset Global Investments Co., Ltd.
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L2 Asset Management, LLC
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Evermay Wealth Management Llc
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GWM Advisors LLC
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AGH Wealth Advisors, LLC
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Level Four Advisory Services, Llc
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IFS Advisors, LLC
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GoalVest Advisory LLC
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Kelly Lawrence W & Associates Inc/ca
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Bull Street Advisors, LLC
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Jag Capital Management, Llc
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Connecticut Wealth Management, LLC
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Oak Hill Wealth Advisors, Llc
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Berkshire Asset Management Llc/pa
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Northcape Wealth Management, Llc
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Boothbay Fund Management, Llc
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Colonial Trust Advisors
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Portfolio Design Labs, LLC
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Regions Financial Corp
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Berkshire Bank
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
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Xcel Wealth Management, LLC
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Grove Street Fiduciary, LLC
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SlateStone Wealth, LLC
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Tandem Capital Management Corp /adv
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Schnieders Capital Management Llc
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Eads & Heald Wealth Management
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McLean Asset Management Corp
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Citizens Financial Group Inc/ri
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Invesco Qqq Trust, Series 1
|
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Nicolet Advisory Services, Llc
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Stifel Financial Corp
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Smithfield Trust Co
|
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|
Richard P Slaughter Associates Inc
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|
AXS Investments LLC
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|
Compass Capital Management, Inc
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Nova R Wealth, Inc.
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First Heartland Consultants, Inc.
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Avantra Family Wealth, Inc.
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Copeland Capital Management, LLC
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Larson Financial Group LLC
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|
Benedict Financial Advisors Inc
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
Court Place Advisors, LLC
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|
Investment House Llc
|
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|
SOA Wealth Advisors, LLC.
|
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QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
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|
Essex Investment Management Co Llc
|
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
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|
Fifth Third Bancorp
|
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|
Natural Investments, Llc
|
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|
Merit Financial Group, LLC
|
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|
Shum Financial Group, Inc.
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Hunter Associates Investment Management Llc
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
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|
Ostrum Asset Management
|
|
|
|
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|
Fulton Breakefield Broenniman Llc
|
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|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
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Tiaa Trust, National Association
|
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GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
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Mariner, LLC
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Novak & Powell Financial Services, Inc.
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Hoese & Co LLP
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EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
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Balboa Wealth Partners
|
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Aspire Private Capital, LLC
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First PREMIER Bank
|
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Nisa Investment Advisors, Llc
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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Perennial Advisors, LLC
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Wendell David Associates Inc
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Briaud Financial Planning, Inc
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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LMG Wealth Partners, LLC
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Patriot Financial Group Insurance Agency, LLC
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Dsm Capital Partners Llc
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Gulf International Bank (UK) Ltd
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Borer Denton & Associates, Inc.
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Royal Capital Wealth Management, LLC
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Wellington Shields Capital Management, LLC
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Sl Advisors, Llc
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Cerity Partners LLC
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Insight Wealth Strategies, LLC
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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Pinnacle Associates Ltd
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Endowment Wealth Management, Inc.
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Harbour Investments, Inc.
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Penserra Capital Management LLC
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Summit Global Investments
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Northwestern Mutual Investment Management Company, Llc
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Apeiron RIA LLC
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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CWA Asset Management Group, LLC
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Hallmark Capital Management Inc
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CVA Family Office, LLC
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DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
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Fermata Advisors, LLC
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Spinnaker Trust
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TBH Global Asset Management, LLC
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Johnson Financial Group, Inc.
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Cypress Wealth Services, LLC
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Stokes Capital Advisors, LLC
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Global Wealth Strategies & Associates
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Banco Santander, S.A.
|
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Capital A Wealth Management, LLC
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Yousif Capital Management, Llc
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Strategies Wealth Advisors, LLC
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Verity Asset Management, Inc.
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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Whittier Trust Co Of Nevada Inc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Crux Wealth Advisors
|
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Blair William & Co/il
|
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Neuberger Berman Group LLC
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Argentarii, LLC
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Sheets Smith Wealth Management
|
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Kesler, Norman & Wride, LLC
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First Merchants Corp
|
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O'Brien Greene & Co. Inc
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Stance Capital Llc
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Geneos Wealth Management Inc.
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G&S Capital LLC
|
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Pure Financial Advisors, Inc.
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First Financial Corp /in/
|
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Cambridge Investment Research Advisors, Inc.
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Mediolanum International Funds Ltd
|
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OneAscent Financial Services LLC
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China Universal Asset Management Co., Ltd.
|
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Quent Capital, LLC
|
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Long Road Investment Counsel, LLC
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
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|
|
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
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|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Mengis Capital Management, Inc.
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Bleakley Financial Group, LLC
|
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|
Promus Capital, LLC
|
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|
Shakespeare Wealth Management, Inc.
|
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Covestor Ltd
|
|
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|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
|
|
Rossmore Private Capital
|
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
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|
|
Hamel Associates, Inc.
|
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|
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|
|
Carderock Capital Management Inc
|
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|
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|
|
Painted Porch Advisors LLC
|
|
|
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|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
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|
|
Aaron Wealth Advisors LLC
|
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|
|
IMS Capital Management
|
|
|
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|
|
Russell Investments Group, Ltd.
|
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Peddock Capital Advisors, Llc
|
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|
|
Security National Bank Of So Dak
|
|
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|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
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|
|
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|
Amundi
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
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|
|
Cobblestone Capital Advisors Llc /ny/
|
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|
Binnacle Investments Inc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Commonwealth Financial Services, LLC
|
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Peregrine Asset Advisers, Inc.
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Greenline Partners, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Westpac Banking Corp
|
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Brave Asset Management Inc
|
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Opus Capital Group, LLC
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Sterling Investment Advisors, Ltd.
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Guardcap Asset Management Ltd
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
JDM Financial Group LLC
|
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Mascoma Wealth Management LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Arvest Bank Trust Division
|
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Norges Bank
|
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SYM FINANCIAL Corp
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Signal Advisors Wealth, LLC
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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Gryphon Financial Partners LLC
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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HF Advisory Group, LLC
|
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Soltis Investment Advisors LLC
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Adage Capital Partners Gp, L.l.c.
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Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
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PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
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Bangor Savings Bank
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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American Capital Advisory, LLC
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Cape Investment Advisory, Inc.
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Sulzberger Capital Advisors, Inc.
|
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Credit Industriel Et Commercial
|
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
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FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
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Bruce G. Allen Investments, LLC
|
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
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|
Silver Lake Advisory, LLC
|
|
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|
Opal Wealth Advisors, LLC
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Journey Advisory Group, LLC
|
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FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
|
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Ilmarinen Mutual Pension Insurance Co
|
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BlueChip Wealth Advisors LLC
|
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Disciplined Investors, L.L.C.
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
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Precedent Wealth Partners, Llc
|
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Federation des caisses Desjardins du Quebec
|
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|
South Dakota Investment Council
|
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Susquehanna Portfolio Strategies, LLC
|
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|
M.e. Allison & Co., Inc.
|
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Barlow Wealth Partners, Inc.
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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Auxier Asset Management
|
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Wolverine Asset Management Llc
|
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Wealth Quarterback LLC
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|
Jackson Thornton Asset Management, Llc
|
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Badgley Phelps Wealth Managers, LLC
|
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|
|
Embree Financial Group
|
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|
|
Investment Research & Advisory Group, Inc.
|
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|
Osprey Private Wealth LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
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|
|
|
Savant Capital, LLC
|
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|
First Community Trust Na
|
|
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|
|
Morse Asset Management, Inc
|
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|
Mystic Asset Management, Inc.
|
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|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
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|
|
Scott Marsh Financial, LLC
|
|
|
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|
|
Sawgrass Asset Management Llc
|
|
|
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|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
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|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
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|
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|
Moody Lynn & Lieberson, Llc
|
|
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|
German American Bancorp, Inc.
|
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|
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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
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|
Copperwynd Financial, LLC
|
|
|
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|
Pinnacle West Asset Management, Inc.
|
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|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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|
Arrowstreet Capital, Limited Partnership
|
|
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|
Franklin Resources Inc
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
|
Raleigh Capital Management Inc.
|
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|
GenWealth Group, Inc.
|
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|
Jacobi Capital Management LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
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|
CoreCap Advisors, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
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|
Pine Harbor Wealth Management, LLC
|
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|
Great Lakes Advisors, Llc
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Northstar Advisory Group, LLC
|
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Simmons Bank
|
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|
Redwood Park Advisors LLC
|
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Ausdal Financial Partners, Inc.
|
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|
Traynor Capital Management, Inc.
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Albion Financial Group /ut
|
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|
CIBC World Markets Inc.
|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
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|
Avidian Wealth Solutions, LLC
|
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49 Wealth Management, Llc
|
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|
|
Monetary Management Group Inc
|
|
|
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|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
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|
|
|
Roffman Miller Associates Inc /pa/
|
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|
Aft, Forsyth & Company, Inc.
|
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|
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|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
44 Wealth Management Llc
|
|
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|
|
Allianz Se
|
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|
Investment Counsel Co Of Nevada
|
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|
J. W. Coons Advisors, LLC
|
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|
Hancock Whitney Corp
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
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|
|
Diversified Enterprises, LLC
|
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|
Xponance, Inc.
|
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|
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|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
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|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Camrose Capital Investment Partners LLP
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
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|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
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|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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|
Rodgers Brothers Inc.
|
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|
Riverchase Wealth Management, Llc
|
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|
Optimum Investment Advisors
|
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Successful Portfolios LLC
|
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|
Simon Quick Advisors, Llc
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
Old National Bancorp /in/
|
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|
Accredited Investors Inc.
|
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
|
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|
Gateway Investment Advisers Llc
|
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Institutional Investment Strategy Fund
|
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|
Aspen Grove Capital, LLC
|
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Bayforest Capital Ltd
|
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NOINX - Northern Funds - Northern International Equity Index Fund
|
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Seros Financial, LLC
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Private Wealth Asset Management, LLC
|
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|
Fortitude Family Office, LLC
|
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Bouchey Financial Group Ltd
|
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Wedmont Private Capital
|
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Synovus Financial Corp
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Comerica Bank
|
|
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|
Diversify Wealth Management, Llc
|
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DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
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|
Ullmann Financial Group, Inc.
|
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Access Investment Management LLC
|
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Natixis
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Financial Advisors Network, Inc.
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Athena Investment Management
|
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|
BCJ Capital Management, LLC
|
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S-Bank Fund Management Ltd
|
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Kayne Anderson Rudnick Investment Management Llc
|
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Point72 Hong Kong Ltd
|
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Sittner & Nelson, Llc
|
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Riversedge Advisors, Llc
|
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Arrow Financial Corp
|
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Trustco Bank Corp N Y
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
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|
Fidelis Capital Partners, LLC
|
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MWA Asset Management
|
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Alapocas Investment Partners, Inc.
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
|
Brendel Financial Advisors LLC
|
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Moss Adams Wealth Advisors LLC
|
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|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
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|
Toronto Dominion Bank
|
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|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
Alerus Financial Na
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Rhumbline Advisers
|
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|
Home Federal Bank Of Tennessee
|
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|
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|
|
Consolidated Portfolio Review Corp
|
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|
Vident Advisory, LLC
|
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|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
|
M1 Capital Management LLC
|
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|
Moloney Securities Asset Management, LLC
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Chilton Capital Management Llc
|
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|
Montag A & Associates Inc
|
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|
Laraway Financial Inc
|
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Asahi Life Asset Management Co., Ltd.
|
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|
Clifford Swan Investment Counsel Llc
|
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|
|
Independent Advisor Alliance
|
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|
Sciencast Management LP
|
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|
Bellwether Advisors, LLC
|
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|
Gibbs Wealth Management
|
|
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|
|
Forum Private Client Group LLC
|
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|
Marshall & Sullivan Inc /wa/
|
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|
Clearbridge Investments, LLC
|
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|
Oak Asset Management, LLC
|
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|
Mjp Associates Inc /adv
|
|
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|
|
Well Done, LLC
|
|
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|
|
Pekin Hardy Strauss, Inc.
|
|
|
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|
Millennium Management Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
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|
Nbc Securities, Inc.
|
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|
Stevens Capital Management Lp
|
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|
Rockefeller Capital Management L.P.
|
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|
Ironwood Investment Counsel, LLC
|
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|
|
Cullen Investment Group, Ltd.
|
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|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
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|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
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|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
JCIC Asset Management Inc.
|
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|
Arcadia Wealth Management, Inc.
|
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|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
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|
|
MCF Advisors LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
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|
|
Cullen/frost Bankers, Inc.
|
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|
|
|
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
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|
Cibc World Markets Corp
|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
D.a. Davidson & Co.
|
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|
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|
Barton Investment Management
|
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|
GAM Holding AG
|
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|
Consolidated Planning Corp
|
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|
Ronald Blue Trust, Inc.
|
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|
Nvest Financial, LLC
|
|
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|
Longboard Asset Management, LP
|
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|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
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|
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|
|
Sage Mountain Advisors LLC
|
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|
Taylor Financial Group, Inc.
|
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|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Assetmark, Inc
|
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|
Old Point Trust & Financial Services N A
|
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|
Creative Planning
|
|
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|
LGT Financial Advisors LLC
|
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|
East Coast Asset Management, LLC.
|
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|
|
Dagco, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
First Foundation Advisors
|
|
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|
|
|
Mycio Wealth Partners, Llc
|
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|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
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|
Shufro Rose & Co Llc
|
|
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|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
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|
Spdr S&p 500 Etf Trust
|
|
|
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|
Roberts Glore & Co Inc /il/
|
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|
Sage Rhino Capital Llc
|
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|
Momentous Wealth Management, Inc.
|
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|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
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Spring Capital Management, Llc
|
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Hudson Capital Management LLC
|
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VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
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|
Paragon Private Wealth Management, LLC
|
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|
Huntleigh Advisors, Inc.
|
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|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
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|
Ledyard National Bank
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Ntv Asset Management Llc
|
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Beaumont Financial Advisors, LLC
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|
Bnp Paribas Arbitrage, Sa
|
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Waldron Private Wealth LLC
|
|
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|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
PFG Advisors
|
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|
Rexford Capital Inc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Founders Financial Securities Llc
|
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NewSquare Capital LLC
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GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
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|
Cordatus Wealth Management LLC
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Parallel Advisors, LLC
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Sabal Trust CO
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Vinva Investment Management Ltd
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Fiduciary Group LLC
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Aurdan Capital Management, LLC
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PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Summit Asset Management, LLC
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Maven Securities LTD
|
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Parkside Financial Bank & Trust
|
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American Trust
|
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Sonoma Private Wealth LLC
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Jensen Investment Management Inc
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Pitcairn Co
|
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State Street Corp
|
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VestGen Advisors, LLC
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Dai-Ichi Life Insurance Company, Ltd
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Evercore Wealth Management, LLC
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Carr Financial Group Corp
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Monte Financial Group, LLC
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SGL Investment Advisors, Inc.
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Capital Investment Advisory Services, LLC
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Mutual Of America Capital Management Llc
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Unigestion Holding SA
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Ubs Asset Management Americas Inc
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BLI - Banque de Luxembourg Investments
|
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Winslow Capital Management, LLC
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HFR Wealth Management, LLC
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Canandaigua National Bank & Trust Co
|
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Telos Capital Management, Inc.
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Capstone Investment Advisors, Llc
|
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New Millennium Group LLC
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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Retirement Guys Formula Llc
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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Steigerwald, Gordon & Koch Inc.
|
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Chatham Capital Group, Inc.
|
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Arcadia Investment Management Corp/mi
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
Bell Bank
|
|
|
|
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|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
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Gould Asset Management Llc /ca/
|
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|
Roble, Belko & Company, Inc
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Cranbrook Wealth Management, LLC
|
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|
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|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
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|
Keel Point, LLC
|
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|
Valley National Advisers Inc
|
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|
KDT Advisors, LLC
|
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|
Millstone Evans Group, LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
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|
APG Asset Management N.V.
|
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|
TCI Wealth Advisors, Inc.
|
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
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|
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund
|
|
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|
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|
American National Bank
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
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|
NorthRock Partners, LLC
|
|
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|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Dundas Partners LLP
|
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|
|
Davy Global Fund Management Ltd
|
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|
Northstar Asset Management Inc
|
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|
Agate Pass Investment Management, LLC
|
|
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|
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|
Anb Bank
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
VCIEX - VALIC Co I - International Equities Index Fund
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
O'Brien Wealth Partners LLC
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Soundwatch Capital LLC
|
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|
Nuveen Multi-Asset Income Fund
|
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|
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|
Motco
|
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|
Core Alternative Capital
|
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|
Hummer Financial Advisory Services Inc
|
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|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
|
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|
Cherry Tree Wealth Management, LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Renaissance Investment Group LLC
|
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|
Vision Capital Management, Inc.
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
WFA of San Diego, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
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|
Cedar Mountain Advisors, LLC
|
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QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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|
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|
Capital Investment Services of America, Inc.
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
Hsbc Holdings Plc
|
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|
Bontempo Ohly Capital Mgmt Llc
|
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R.H. Investment Group, LLC
|
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Suncoast Equity Management
|
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Clarity Asset Management, Inc.
|
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Founders Grove Wealth Partners, Llc
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
Limestone Investment Advisors LP
|
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|
IMZ Advisory Inc
|
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Copia Wealth Management
|
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|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Wealth Management Associates, Inc.
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Financial Connections Group, Inc.
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|
Meeder Asset Management Inc
|
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Shepherd Financial Partners LLC
|
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HB Wealth Management, LLC
|
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Everence Capital Management Inc
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
|
Leelyn Smith, LLC
|
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Oxford Financial Group Ltd
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Rialto Wealth Management, LLC
|
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|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Janney Montgomery Scott LLC
|
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|
Synergy Investment Management, LLC
|
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|
Perkins Coie Trust Co
|
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Quantum Financial Advisors, LLC
|
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Palisades Hudson Asset Management, L.P.
|
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|
Empower Advisory Group, LLC
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
Abacus Planning Group, Inc.
|
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Brown Miller Wealth Management, LLC
|
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Korea Investment CORP
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
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|
Cwm, Llc
|
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|
Arkadios Wealth Advisors
|
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|
Hanson & Doremus Investment Management
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
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|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2
|
|
|
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|
Ethos Financial Group, LLC
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Napatree Capital Llc
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Laurel Wealth Advisors LLC
|
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|
Ghe, Llc
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Community Bank, N.A.
|
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|
Sandhill Capital Partners LLC
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
|
R.H. Dinel Investment Counsel, Inc.
|
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|
Regal Investment Advisors LLC
|
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|
Ransom Advisory, Ltd
|
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|
Northwest Capital Management Inc
|
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|
DRW Securities, LLC
|
|
|
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|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Sheets Smith Investment Management
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Confluence Wealth Services, Inc.
|
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|
Profund Advisors Llc
|
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REDW Wealth LLC
|
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|
Lafayette Investments, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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|
Fairfield Financial Advisors, LTD
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Inceptionr Llc
|
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|
UBS Group AG
|
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|
Argus Investors' Counsel, Inc.
|
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Meiji Yasuda Asset Management Co Ltd.
|
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Canopy Partners, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
CenterBook Partners LP
|
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|
Candriam Luxembourg S.C.A.
|
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|
Lorne Steinberg Wealth Management Inc.
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Lvm Capital Management Ltd/mi
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|
Lester Murray Antman dba SimplyRich
|
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Red Tortoise LLC
|
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|
Peak6 Llc
|
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Pictet North America Advisors SA
|
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|
Linscomb & Williams, Inc.
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Ryan Investment Management, Inc.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Beach Investment Counsel Inc/pa
|
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|
Vanguard Group Inc
|
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|
|
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IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
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|
Capitolis Liquid Global Markets LLC
|
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|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
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|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Aull & Monroe Investment Management Corp
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Corient IA LLC
|
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Concord Wealth Partners
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Alta Advisers Ltd
|
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Tilia Fiduciary Partners, Inc.
|
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UniSuper Management Pty Ltd
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UMA Financial Services, Inc.
|
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First National Bank Of Omaha
|
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Teacher Retirement System Of Texas
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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United Capital Financial Advisers, Llc
|
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BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
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|
Matthew Goff Investment Advisor, LLC
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Northern Trust Corp
|
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International Private Wealth Advisors LLC
|
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Resources Management Corp /ct/ /adv
|
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Harris Associates L P
|
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|
Conservest Capital Advisors, Inc.
|
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MorganRosel Wealth Management, LLC
|
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|
Zullo Investment Group, Inc.
|
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Farmers & Merchants Investments Inc
|
|
|
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|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
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|
|
Gladstone Institutional Advisory LLC
|
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
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|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
Assenagon Asset Management S.A.
|
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FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund
|
|
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|
Norden Group Llc
|
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
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|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
|
Horan Securities, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
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|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bls Capital Fondsmaeglerselskab A/s
|
|
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|
|
|
Georgetown University
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
VCSOX - VALIC Co I - International Socially Responsible Fund
|
|
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Janus Henderson Group Plc
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DecisionMap Wealth Management, LLC
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Hantz Financial Services, Inc.
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