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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Morton Community Bank
|
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Highline Wealth Partners Llc
|
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GFG Capital, LLC
|
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Gateway Investment Advisers Llc
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Elevation Series Trust - RiverNorth Patriot ETF
|
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Greenfield Savings Bank
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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Sei Investments Co
|
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Insight Wealth Strategies, LLC
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Reuter James Wealth Management, Llc
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Schroder Investment Management Group
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Moisand Fitzgerald Tamayo, LLC
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CHICAGO TRUST Co NA
|
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Fortis Group Advisors, LLC
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Dimensional Fund Advisors Lp
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New England Capital Financial Advisors LLC
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Sterling Capital Management LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Trust Co Of Vermont
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Crewe Advisors LLC
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RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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ORG Partners LLC
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Aristotle Atlantic Partners, Llc
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Brentview Investment Management LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Rossby Financial, LCC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
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Mcdonald Partners Llc
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Wolff Wiese Magana Llc
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St Germain D J Co Inc
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Greenland Capital Management LP
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Checchi Capital Advisers, LLC
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Beverly Hills Private Wealth, LLC
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F/M Investments LLC
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LVZ Advisors, Inc.
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Cbre Clarion Securities Llc
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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My Legacy Advisors, LLC
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International Private Wealth Advisors LLC
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Amundi
|
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Asahi Life Asset Management Co., Ltd.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Neuberger Berman Group LLC
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CIBC Private Wealth Group, LLC
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Farther Finance Advisors, LLC
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Voya Financial Advisors, Inc.
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Centerpoint Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
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Horizon Investments, LLC
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Kohmann Bosshard Financial Services, LLC
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Hantz Financial Services, Inc.
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T. Rowe Price Investment Management, Inc.
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Empowered Funds, LLC
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Focus Financial Network, Inc.
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Jacobi Capital Management LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Norden Group Llc
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Concurrent Investment Advisors, LLC
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Drive Wealth Management, Llc
|
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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Fulton Bank, N.a.
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Mml Investors Services, Llc
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Ostrum Asset Management
|
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|
Nuveen Multi-Asset Income Fund
|
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Tounjian Advisory Partners, Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
Harbor Investment Advisory, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
Roman Butler Fullerton & Co
|
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Rothschild Investment Llc
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Rockland Trust Co
|
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|
DSG Capital Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Avantax Planning Partners, Inc.
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|
TD Waterhouse Canada Inc.
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Pinnacle Financial Partners Inc
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
Smartleaf Asset Management LLC
|
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|
Valley National Advisers Inc
|
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|
Jane Street Group, Llc
|
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|
Huntington National Bank
|
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|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Legato Capital Management LLC
|
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|
Security National Bank
|
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|
Bokf, Na
|
|
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|
Commerce Bank
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
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|
Mutual Of America Capital Management Llc
|
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|
|
EntryPoint Capital, LLC
|
|
|
|
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|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
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|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
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|
Norinchukin Bank, The
|
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|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
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|
|
Walleye Capital LLC
|
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|
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|
Quintet Private Bank (Europe) S.A.
|
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|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
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|
Bruce & Co., Inc.
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
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|
Covestor Ltd
|
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|
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|
Cincinnati Specialty Underwriters Insurance CO
|
|
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|
Nova Wealth Management, Inc.
|
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|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
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|
Graypoint LLC
|
|
|
|
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|
Options Solutions, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
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|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
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|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
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|
Clear Street Markets Llc
|
|
|
|
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|
RDA Financial Network
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
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|
|
M&t Bank Corp
|
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Marshall Investment Management, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Linden Advisors Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
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|
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|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
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|
Robertson Stephens Wealth Management, LLC
|
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
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|
Cornerstone Planning Group LLC
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
|
Teacher Retirement System Of Texas
|
|
|
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|
MetLife Investment Management, LLC
|
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Gateway Wealth Partners, LLC
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Financial Advocates Investment Management
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Hughes Financial Services, LLC
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Motco
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
GAM Holding AG
|
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Drake & Associates, LLC
|
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Castellan Group, LLC
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VeraBank, N.A.
|
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Murphy & Mullick Capital Management Corp
|
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GPS Wealth Strategies Group, LLC
|
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Sandy Spring Bank
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Nicholson Wealth Management Group, LLC
|
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Price T Rowe Associates Inc /md/
|
|
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|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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Verition Fund Management LLC
|
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Citadel Advisors Llc
|
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Oliver Lagore Vanvalin Investment Group
|
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Trust Point Inc.
|
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Nvwm, Llc
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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LFA - Lugano Financial Advisors SA
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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Lockerman Financial Group, Inc.
|
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Elevated Capital Advisors, LLC
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Kiker Wealth Management, LLC
|
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Kcm Investment Advisors Llc
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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Mirae Asset Global Investments Co., Ltd.
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Elo Mutual Pension Insurance Co
|
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|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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Chelsea Counsel Co
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Stonebridge Financial Group, LLC
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Dividend Asset Capital, Llc
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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Tortoise Investment Management, LLC
|
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Valmark Advisers, Inc.
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Savant Capital, LLC
|
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
First Pacific Financial
|
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|
Wealthquest Corp
|
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Cobblestone Capital Advisors Llc /ny/
|
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True Wealth Design, LLC
|
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Prospera Capital Management, LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Crossmark Global Holdings, Inc.
|
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|
Mizuho Securities Usa Llc
|
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|
Blue Barn Wealth, LLC
|
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Scarborough Advisors, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Diversified Trust Co
|
|
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|
Goldman Sachs Group Inc
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
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|
RMG Wealth Management LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
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|
Bright Rock Capital Management, Llc
|
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|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
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|
|
USA Financial Portformulas Corp
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Colony Group, LLC
|
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|
Gabelli Global Utility & Income Trust
|
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Capital Management Corp /va
|
|
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|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
1st Source Bank
|
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|
Pictet Asset Management Holding SA
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
Winch Advisory Services, LLC
|
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|
Snowden Capital Advisors LLC
|
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|
Master's Wealth Management Inc.
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
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|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
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|
FSM Wealth Advisors, LLC
|
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|
Jfs Wealth Advisors, Llc
|
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|
Howard Hughes Medical Institute
|
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|
Fiduciary Financial Group, Llc
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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|
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|
Schmidt P J Investment Management Inc
|
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|
Kestra Investment Management, LLC
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Royal London Asset Management Ltd
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Boston Family Office Llc
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
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|
ShankerValleau Wealth Advisors, Inc.
|
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|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
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TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
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|
Hilltop Partners LLC
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|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Independent Advisor Alliance
|
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Cincinnati Insurance Co
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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Tudor Investment Corp Et Al
|
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Jnl Series Trust - Jnl/wmc Value Fund (a)
|
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HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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Neville Rodie & Shaw Inc
|
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Brandywine Global Investment Management, LLC
|
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Blue Chip Partners, Inc.
|
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Rsm Us Wealth Management Llc
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Paradigm Financial Partners, Llc
|
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|
Avantax Advisory Services, Inc.
|
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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Jpmorgan Chase & Co
|
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ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares
|
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|
Bingham Private Wealth, Llc
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
Inspirion Wealth Advisors, Llc
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
Evolution Wealth Management Inc.
|
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Kimelman & Baird, LLC
|
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Police & Firemen's Retirement System of New Jersey
|
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Prairie Sky Financial Group LLC
|
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Franklin, Parlapiano, Turner & Welch, LLC
|
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|
Trust Co Of Virginia /va
|
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|
CNB Bank
|
|
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|
State of Tennessee, Treasury Department
|
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|
Blossom Wealth Management
|
|
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|
Federated Hermes, Inc.
|
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YANKCOM Partnership
|
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|
Strategic Investment Advisors / MI
|
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
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|
USS Investment Management Ltd
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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|
Siemens Fonds Invest GmbH
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
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|
Franklin Resources Inc
|
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|
Atlantic Trust, LLC
|
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|
Hennessy Advisors Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Arcadia Investment Management Corp/mi
|
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|
Credential Securities Inc.
|
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|
Creekmur Asset Management LLC
|
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Vident Advisory, LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Legacy Wealth Managment, LLC/ID
|
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Nations Financial Group Inc, /ia/ /adv
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QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
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First Community Trust Na
|
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Allworth Financial LP
|
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
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MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
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|
Mizuho Securities Usa Llc
|
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New Age Alpha Advisors, LLC
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Millennium Management Llc
|
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Halbert Hargrove Global Advisors, Llc
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ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
|
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|
Nbc Securities, Inc.
|
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1620 Investment Advisors, Inc.
|
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Bremer Bank National Association
|
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|
Aventail Capital Group, LP
|
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Forsta Ap-fonden
|
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Gabelli Funds Llc
|
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Guggenheim Strategic Opportunities Fund
|
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Voleon Capital Management Lp
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Smith Group Asset Management, LLC
|
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|
Hsbc Holdings Plc
|
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NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Russell Investments Group, Ltd.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
LifeWealth Investments, LLC
|
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|
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Valued Wealth Advisors LLC
|
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HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
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|
Putnam Fl Investment Management Co
|
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Eastern Bank
|
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Syon Capital Llc
|
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Kestra Advisory Services, LLC
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
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|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
Principle Wealth Partners Llc
|
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|
IMG Wealth Management, Inc.
|
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|
CWA Asset Management Group, LLC
|
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|
Titleist Asset Management, Llc
|
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|
MGB Wealth Management, LLC
|
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|
Rathbone Brothers plc
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
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|
|
|
Wedbush Securities Inc
|
|
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|
Westwood Holdings Group Inc
|
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|
First American Bank
|
|
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|
First Command Advisory Services, Inc.
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
Fullcircle Wealth Llc
|
|
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|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
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|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
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|
Asset Management One Co., Ltd.
|
|
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|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
|
|
|
American Capital Advisory, LLC
|
|
|
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|
Investment House Llc
|
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|
Alpine Bank Wealth Management
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
|
Capital Advisors Inc/ok
|
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|
McCarthy Grittinger Financial Group, LLC
|
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|
Aviso Financial Inc.
|
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|
Redmond Asset Management, LLC
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|
Colonial Trust Co / SC
|
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|
Park Square Financial Group, LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
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|
Intrua Financial, LLC
|
|
|
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|
|
Raleigh Capital Management Inc.
|
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
Principal Securities, Inc.
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D L Carlson Investment Group Inc
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Red Cedar Investment Management, Llc
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Activest Wealth Management
|
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Carnegie Capital Asset Management, LLC
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Opal Wealth Advisors, LLC
|
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Newbridge Financial Services Group, Inc.
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Grove Bank & Trust
|
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Meritage Portfolio Management
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class
|
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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Stephens Inc /ar/
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Captrust Financial Advisors
|
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Mairs & Power Inc
|
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
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KBC Group NV
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
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|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Marks Group Wealth Management, Inc
|
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Parkside Financial Bank & Trust
|
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Farmers & Merchants Investments Inc
|
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V-Square Quantitative Management LLC
|
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Weaver Capital Management LLC
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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Ci Investments Inc.
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Venturi Wealth Management, LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Precedent Wealth Partners, Llc
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Rakuten Investment Management, Inc.
|
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Journey Strategic Wealth Llc
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Morgan Dempsey Capital Management Llc
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Operose Advisors LLC
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Quaker Wealth Management, LLC
|
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Toronto Dominion Bank
|
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Romano Brothers And Company
|
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Penobscot Investment Management Company, Inc.
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Chevy Chase Trust Holdings, Inc.
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Miller Howard Investments Inc /ny
|
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Utah Retirement Systems
|
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MTM Investment Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Smith, Moore & Co.
|
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TCTC Holdings, LLC
|
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Stephenson National Bank & Trust
|
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Premier Fund Managers Ltd
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
SRS Capital Advisors, Inc.
|
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Level Four Advisory Services, Llc
|
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AMG National Trust Bank
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
Tortoise Energy Infrastructure Corp
|
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|
Metis Global Partners, LLC
|
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|
Trilogy Capital Inc.
|
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|
Beacon Capital Management, LLC
|
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Swiss National Bank
|
|
|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
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|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
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|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
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|
|
|
Baader Bank INC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
Harvest Fund Management Co., Ltd
|
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Nordea Investment Management Ab
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Cerity Partners LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
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|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Creative Planning
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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VisionPoint Advisory Group, LLC
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Hunter Perkins Capital Management, LLC
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VCGAX - VALIC Co I - Growth & Income Fund
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Mesirow Financial Investment Management, Inc.
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United Capital Management of KS, Inc.
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
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Asset Dedication, LLC
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Fulcrum Asset Management LLP
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DHJJ Financial Advisors, Ltd.
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Moment Partners, LLC
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Meeder Advisory Services, Inc.
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Teachers Retirement System Of The State Of Kentucky
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Compass Financial Group, INC/SD
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Los Angeles Capital Management Llc
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Rockefeller Capital Management L.P.
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
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Johnson Financial Group, Inc.
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Morningstar Investment Services LLC
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Global Trust Asset Management, LLC
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Victory Capital Management Inc
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Strs Ohio
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Change Path, LLC
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Marietta Investment Partners Llc
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Ridgewood Investments LLC
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True Vision MN LLC
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Drucker Wealth 3.0, LLC
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Alta Capital Management Llc/
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GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
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Exchange Traded Concepts, Llc
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Pollock Investment Advisors, LLC
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Cohen & Steers, Inc.
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
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Pure Financial Advisors, Inc.
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
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Ubs Asset Management Americas Inc
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Wealth Architects, LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Retirement Systems of Alabama
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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WealthTrak Capital Management LLC
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South Dakota Investment Council
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
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ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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Cerro Pacific Wealth Advisors LLC
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United Capital Financial Advisers, Llc
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
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Campbell Newman Asset Management Inc
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
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Callan Family Office, LLC
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Arizona State Retirement System
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UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
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Matrix Trust Co
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FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Kentucky Retirement Systems
|
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Icon Wealth Advisors, LLC
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Bleakley Financial Group, LLC
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Thomasville National Bank
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Spirit Of America Management Corp/ny
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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AdvisorNet Financial, Inc
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
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Principal Financial Group Inc
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Ambassador Advisors, LLC
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RFG Advisory, LLC
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Apollon Financial, LLC
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IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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Atria Investments Llc
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Brown Capital Management Llc
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Parallel Advisors, LLC
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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Annis Gardner Whiting Capital Advisors, LLC
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IMA Wealth, Inc.
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Bank Of Stockton
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Mount Yale Investment Advisors, LLC
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Alps Advisors Inc
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Heartland Bank & Trust Co
|
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State of New Jersey Common Pension Fund D
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Richard C. Young & CO., LTD.
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LMR Partners LLP
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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KLCM Advisors, Inc.
|
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Hancock Whitney Corp
|
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Clean Yield Group
|
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Skba Capital Management Llc
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Jump Financial, LLC
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Western Wealth Management, LLC
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Beaton Management Co. Inc.
|
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UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
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Chesley Taft & Associates LLC
|
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Hanson & Doremus Investment Management
|
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Old Republic International Corp
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
North Star Investment Management Corp.
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
Quest 10 Wealth Builders, Inc.
|
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Sigma Planning Corp
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
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|
Tanglewood Legacy Advisors, LLC
|
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|
BKM Wealth Management, LLC
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
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|
Glen Eagle Advisors, LLC
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
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|
Mill Capital Management, LLC
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Vise Technologies, Inc.
|
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
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|
Cromwell Holdings LLC
|
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|
Dunhill Financial, LLC
|
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|
FineMark National Bank & Trust
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
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|
Chicago Capital, LLC
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Point72 Asset Management, L.P.
|
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|
MBE Wealth Management, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
HFM Investment Advisors, LLC
|
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|
Piscataqua Savings Bank
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
TBH Global Asset Management, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Brown Miller Wealth Management, LLC
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
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|
Loomis Sayles & Co L P
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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|
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|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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|
|
|
|
Profunds - Profund Vp Utilities
|
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|
|
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|
Nebula Research & Development LLC
|
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|
|
|
|
Baillie Gifford & Co
|
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|
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
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|
Lcnb Corp
|
|
|
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|
|
IFM Investors Pty Ltd
|
|
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
Ellenbecker Investment Group
|
|
|
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|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
City State Bank
|
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|
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|
Czech National Bank
|
|
|
|
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|
Cetera Investment Advisers
|
|
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
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|
Invesco Ltd.
|
|
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
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|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Archer Investment Corp
|
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|
Essex Financial Services, Inc.
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Cibc World Markets Corp
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|
Arete Wealth Advisors, LLC
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
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TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
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AE Wealth Management LLC
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Marcum Wealth, LLC
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Trust Co Of Toledo Na /oh/
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|
Trifecta Capital Advisors, LLC
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PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
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|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Northern Oak Wealth Management Inc
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Associated Banc-corp
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Aviva Plc
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Dagco, Inc.
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Aware Super Pty Ltd as trustee of Aware Super
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Future Financial Wealth Managment LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Geode Capital Management, Llc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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ISAM Funds (UK) Ltd
|
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Verdence Capital Advisors LLC
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Mendota Financial Group, LLC
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Mitchell & Pahl Private Wealth, Llc
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Susquehanna International Group, Llp
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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HB Wealth Management, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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Rare Infrastructure Ltd
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|
Clifford Swan Investment Counsel Llc
|
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Empirical Finance, LLC
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
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Prime Capital Investment Advisors, LLC
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Chilton Capital Management Llc
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Ariston Services Group
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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Resources Management Corp /ct/ /adv
|
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New York Life Investment Management Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
SOUTH STATE Corp
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Sound View Wealth Advisors Group, LLC
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Callan Capital, LLC
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Costello Asset Management, INC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Flagship Wealth Advisors, Llc
|
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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Bradley Foster & Sargent Inc/ct
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Meiji Yasuda Asset Management Co Ltd.
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Leavell Investment Management, Inc.
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Hartford Funds Management Co LLC
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Rexford Capital Inc
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Shakespeare Wealth Management, Inc.
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Prossimo Advisors, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Credential Qtrade Securities Inc.
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Greenleaf Trust
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Forum Financial Management, LP
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Dark Forest Capital Management Lp
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Boit C F David
|
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|
Everence Capital Management Inc
|
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|
Merit Financial Group, LLC
|
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|
Wealth Preservation Advisors, LLC
|
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|
Private Wealth Asset Management, LLC
|
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|
Deseret Mutual Benefit Administrators
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Independence Bank of Kentucky
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
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|
Kerntke Otto McGlone Wealth Management Group
|
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|
St. Johns Investment Management Company, LLC
|
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|
Tiaa Trust, National Association
|
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|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
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|
Nisa Investment Advisors, Llc
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
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|
|
Cigna Investments Inc /new
|
|
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|
Lavaca Capital Llc
|
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|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
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|
Baird Financial Group, Inc.
|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
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|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
