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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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Erste Asset Management GmbH
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Jarislowsky, Fraser Ltd
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
First Manhattan Co
|
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|
E&G Advisors, LP
|
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Retirement Guys Formula Llc
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Prestige Wealth Management Group LLC
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
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|
Howe & Rusling Inc
|
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ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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|
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Asset Management One Co., Ltd.
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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Wiley Bros.-aintree Capital, Llc
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Marcum Wealth, LLC
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Keystone Financial Group, Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Fortitude Family Office, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Avantax Planning Partners, Inc.
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Arete Wealth Advisors, LLC
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Boston Family Office Llc
|
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Bridgewater Associates, LP
|
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Eventide Asset Management, Llc
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Eight 31 Financial Llc
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Heritage Trust Co
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Plato Investment Management Ltd
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Callan Capital, LLC
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Smithfield Trust Co
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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Perbak Capital Partners LLP
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Empirical Finance, LLC
|
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Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
|
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B. Metzler seel. Sohn & Co. AG
|
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Rakuten Securities, Inc.
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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Vontobel Holding Ltd.
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Magnus Financial Group LLC
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Aaron Wealth Advisors LLC
|
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T. Rowe Price Investment Management, Inc.
|
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PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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United Capital Financial Advisers, Llc
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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3Chopt Investment Partners, LLC
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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Clear Street Markets Llc
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Douglass Winthrop Advisors, LLC
|
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Prospera Financial Services Inc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Meridian Wealth Management, LLC
|
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CSM Advisors, LLC
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Bank Of America Corp /de/
|
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Wells Fargo & Company/mn
|
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|
Emerald Advisors, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
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|
Meeder Advisory Services, Inc.
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
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|
Transcend Wealth Collective, Llc
|
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|
Baker Avenue Asset Management, LP
|
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Rahlfs Capital, Llc
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
Railway Pension Investments Ltd
|
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|
CNB Bank
|
|
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|
Gabelli Funds Llc
|
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
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|
Panagora Asset Management Inc
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
|
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|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
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Bank Of Stockton
|
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Hunter Perkins Capital Management, LLC
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Rafferty Asset Management, LLC
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Principal Financial Group Inc
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Kerusso Capital Management LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Conservest Capital Advisors, Inc.
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Sanibel Captiva Trust Company, Inc.
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Alps Advisors Inc
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Vista Investment Management
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Group One Trading, L.p.
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Signature Resources Capital Management, LLC
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Financial Partners Group, LLC
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LPL Financial LLC
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Capital Advisors, Ltd. LLC
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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Argent Trust Co
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Korea Investment CORP
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First Citizens Financial Corp
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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URTH - iShares, Inc. - iShares MSCI World ETF
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Geneos Wealth Management Inc.
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Prudent Man Advisors, LLC
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Credential Qtrade Securities Inc.
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
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Canada Pension Plan Investment Board
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Cigna Investments Inc /new
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Tompkins Financial Corp
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Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
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Neuberger Berman Group LLC
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Wealth Preservation Advisors, LLC
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Van Eck Associates Corp
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Glen Eagle Advisors, LLC
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
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Credit Agricole S A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
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Resurgent Financial Advisors LLC
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Ackerman Capital Advisors, LLC
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Siemens Fonds Invest GmbH
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Cape Ann Savings Bank
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Quantbot Technologies LP
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Ascension Capital Advisors, Inc.
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Evexia Wealth Llc
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SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
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Ronald Blue Trust, Inc.
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Congress Wealth Management LLC / DE /
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Franklin Resources Inc
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Td Asset Management Inc
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
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Pnc Financial Services Group, Inc.
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Castleark Management Llc
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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Nexus Investment Management ULC
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Lincluden Management Ltd
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Citadel Advisors Llc
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StoneX Group Inc.
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Benjamin Edwards Inc
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
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|
Cravens & Co Advisors, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
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|
Orion Portfolio Solutions, LLC
|
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
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|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
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|
Net Worth Advisory Group
|
|
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|
Nordea Investment Management Ab
|
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|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Hallmark Capital Management Inc
|
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|
Tectonic Advisors Llc
|
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|
Tudor Investment Corp Et Al
|
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|
Atomi Financial Group, Inc.
|
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|
Wedmont Private Capital
|
|
|
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
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|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
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|
First Trust Advisors Lp
|
|
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
FCG - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Natural Gas ETF
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Value Holdings Management Co. Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Prelude Capital Management, Llc
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Bourne Lent Asset Management Inc
|
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|
Global Retirement Partners, LLC
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Boston Private Wealth Llc
|
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Quarry LP
|
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Vanguard Group Inc
|
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|
Greenfield Savings Bank
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
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Axa S.a.
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Onefund, Llc
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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|
Strategic Planning Group, Llc
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|
Investors Research Corp
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
TOWER TRUST & INVESTMENT Co
|
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Old North State Wealth Management, LLC
|
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Graphene Investments SAS
|
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Granite Harbor Advisors, Inc.
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Energy Income Partners, LLC
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Beese Fulmer Investment Management, Inc.
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Capital Investment Advisors, LLC
|
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Adirondack Trust Co
|
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Clark Capital Management Group, Inc.
|
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Portside Wealth Group, LLC
|
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Cooper Financial Group
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Lcnb Corp
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Northside Capital Management, LLC
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
Public Employees Retirement Association Of Colorado
|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Old National Bancorp /in/
|
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Midwest Professional Planners, LTD.
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Sequoia Financial Advisors, LLC
|
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MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Df Dent & Co Inc
|
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|
CVA Family Office, LLC
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
We Are One Seven, LLC
|
|
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|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
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|
|
Journey Strategic Wealth Llc
|
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|
Russell Investments Group, Ltd.
|
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EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
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|
|
ProVise Management Group, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
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|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
CENTRAL TRUST Co
|
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|
Chilton Capital Management Llc
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
Founders Financial Securities Llc
|
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|
Pekin Hardy Strauss, Inc.
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Capital Analysts, Inc.
|
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|
MTM Investment Management, LLC
|
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|
Stoneridge Investment Partners Llc
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Royal London Asset Management Ltd
|
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|
Madison Asset Management, LLC
|
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|
Virtus Investment Advisers, Inc.
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
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|
Abound Wealth Management
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Douglas Lane & Associates, LLC
|
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|
Nicolet Bankshares Inc
|
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|
New York State Teachers Retirement System
|
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|
Hilltop Holdings Inc.
|
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Consolidated Portfolio Review Corp
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
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|
Cetera Trust Company, N.A
|
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|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
|
|
|
Texas Yale Capital Corp.
|
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|
Manning & Napier Advisors Llc
|
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|
Skopos Labs, Inc.
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
Alhambra Investment Partners LLC
|
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|
Picton Mahoney Asset Management
|
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Logan Capital Management Inc
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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Capital International Sarl
|
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
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|
Goelzer Investment Management, Inc.
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Ccm Investment Group, Llc
|
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|
Recurrent Investment Advisors LLC
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Williams Jones Wealth Management, LLC.
|
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|
BlackRock, Inc.
|
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|
Bailard, Inc.
|
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Crestwood Advisors Group LLC
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
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|
Brinker Capital Investments, LLC
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|
Baird Financial Group, Inc.
|
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|
Koshinski Asset Management, Inc.
|
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Unison Advisors LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Cromwell Holdings LLC
|
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|
Cresset Asset Management, LLC
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
Capital Fund Management S.a.
|
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|
Linden Thomas Advisory Services, LLC
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
|
Avondale Wealth Management
|
|
|
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|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
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|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
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|
X-Square Capital, LLC
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
Columbus Macro, LLC
|
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|
Princeton Global Asset Management LLC
|
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|
RVW Wealth, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
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|
|
Grimes & Company, Inc.
|
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|
|
Trilogy Capital Inc.
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Generali Investments, Management Co LLC
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
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|
|
|
VestGen Advisors, LLC
|
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|
Harbor Capital Advisors, Inc.
|
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|
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|
Woodmont Investment Counsel Llc
|
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|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
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|
|
Groupama Asset Managment
|
|
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|
Gts Securities Llc
|
|
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|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
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|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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CBIZ Investment Advisory Services, LLC
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United Asset Strategies, Inc.
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Cyndeo Wealth Partners, LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Torno Capital, Llc
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Lvm Capital Management Ltd/mi
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Integrated Advisors Network LLC
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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IMG Wealth Management, Inc.
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Chevy Chase Trust Holdings, Inc.
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
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Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
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Badgley Phelps Wealth Managers, LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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GW&K Investment Management, LLC
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Waterloo Capital, L.P.
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Cubist Systematic Strategies, LLC
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J.w. Cole Advisors, Inc.
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Sandy Cove Advisors, LLC
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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First United Bank Trust/
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Mutual Advisors, LLC
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Thrive Capital Management, LLC
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Diversified Trust Co
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DMG Group, LLC
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Gamco Global Gold, Natural Resources & Income Trust
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
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Marion Wealth Management
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Northern Trust Corp
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Baillie Gifford & Co
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
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Sei Investments Co
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
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Mbb Public Markets I Llc
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
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EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
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Panoramic Capital, LLC
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W.H. Cornerstone Investments Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Foster & Motley Inc
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Moran Wealth Management, LLC
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Mathes Company, Inc.
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Wbi Investments, Inc.
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Nicollet Investment Management, Inc.
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LS Investment Advisors, LLC
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Trust Point Inc.
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
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NorthRock Partners, LLC
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Tiaa Trust, National Association
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Fielder Capital Group LLC
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Blackhawk Capital Partners LLC.
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Gotham Asset Management, LLC
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Continuum Advisory, LLC
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
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Barings Llc
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Hilltop National Bank
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Keebeck Wealth Management, LLC
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
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Legacy Trust
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Renaissance Group Llc
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
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Morton Community Bank
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Standard Life Aberdeen plc
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Mountain Lake Investment Management LLC
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Cohen & Steers, Inc.
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Shelton Capital Management
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Coldstream Capital Management Inc
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
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Colonial Trust Co / SC
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
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Conning Inc.
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1832 Asset Management L.P.
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Fifth Third Bancorp
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
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Atlantic Union Bankshares Corp
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Portfolio Design Labs, LLC
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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Wellington Shields Capital Management, LLC
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Core Alternative Capital
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Hartland & Co., LLC
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Alerus Financial Na
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Winthrop Capital Management, LLC
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Checchi Capital Advisers, LLC
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Sachetta, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
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Meiji Yasuda Asset Management Co Ltd.
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Twin Tree Management, LP
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
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Kimelman & Baird, LLC
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GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
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Whittier Trust Co
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STXV - EA Series Trust - Strive 1000 Value ETF
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
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Cetera Investment Advisers
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
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Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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Westport Asset Management Inc
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Gries Financial Llc
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GAM Holding AG
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Shelton Wealth Management, Llc
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Financiere des Professionnels - Fonds d,investissement inc.
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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HighTower Advisors, LLC
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
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Delta Capital Management Llc
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Lummis Asset Management, LP
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Capital Research Global Investors
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Creative Financial Designs Inc /adv
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Bright Rock Capital Management, Llc
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IFM Investors Pty Ltd
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Coerente Capital Management
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Unigestion Holding SA
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Elevation Series Trust - RiverNorth Patriot ETF
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
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Sound Income Strategies, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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PFG Investments, LLC
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Wetherby Asset Management Inc
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University of Illinois Foundation
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
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Guinness Asset Management LTD
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Barclays Plc
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Prosperity Consulting Group, LLC
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ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
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OneAscent Investment Solutions LLC
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Fortis Advisors, LLC
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Principal Diversified Select Real Asset Fund
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Intech Investment Management Llc
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True Wealth Design, LLC
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Glenview Trust Co
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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State of Alaska, Department of Revenue
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Fayez Sarofim & Co
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BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
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Trifecta Capital Advisors, LLC
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BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
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Plan Group Financial, LLC
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
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Private Wealth Partners, LLC
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
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Rsm Us Wealth Management Llc
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
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American National Bank
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OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
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Bahl & Gaynor Inc
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
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Alamea Verwaltungs GmbH
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Personal Cfo Solutions, Llc
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
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Family Management Corp
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AdvisorShares Investments LLC
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Ensign Peak Advisors, Inc
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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Lake Street Financial Llc
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Dai-Ichi Life Insurance Company, Ltd
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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Commonwealth Retirement Investments LLC
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AMCPX - AMCAP FUND - AMCAP FUND Class A
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Asset Dedication, LLC
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Amalgamated Bank
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Weiss Asset Management LP
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
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STRV - EA Series Trust - Strive 500 ETF
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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Lombard Odier Asset Management (USA) Corp
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Truist Financial Corp
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TKG Advisors, LLC
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Papp L Roy & Associates
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
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Hills Bank & Trust Co
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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D. E. Shaw & Co., Inc.
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
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SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
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Td Private Client Wealth Llc
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Eastern Bank
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Summitry Llc
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Morse Asset Management, Inc
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Arlington Trust Co LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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Great West Life Assurance Co /can/
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Security National Bank
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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Focus Financial Network, Inc.
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Cibc World Markets Corp
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
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Naviter Wealth, LLC
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Monetary Management Group Inc
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Pathstone Holdings, LLC
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DRLL - EA Series Trust - Strive U.S. Energy ETF
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Prime Capital Investment Advisors, LLC
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Jmac Enterprises Llc
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Pitcairn Co
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SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
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WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
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PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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Valeo Financial Advisors, LLC
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|
Natixis Advisors, L.p.
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
|
SOUTH STATE Corp
|
|
|
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|
Inscription Capital, LLC
|
|
|
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|
StrongBox Wealth, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
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|
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|
|
Maven Securities LTD
|
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|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
City State Bank
|
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|
Silvant Capital Management LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
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|
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|
Private Advisor Group, LLC
|
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|
Tortoise Investment Management, LLC
|
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|
Bellwether Advisors, LLC
|
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|
Private Trust Co Na
|
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|
Slagle Financial, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
Crumly & Associates Inc.
|
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|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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|
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|
Pines Wealth Management, LLC
|
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|
Tsfg, Llc
|
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Huber Capital Management LLC
|
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HB Wealth Management, LLC
|
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|
Jones Financial Companies Lllp
|
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Close Asset Management Ltd
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Phoenix Holdings Ltd.
|
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Indiana Trust & Investment Management CO
|
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Mizuho Securities Usa Llc
|
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|
Cove Private Wealth, LLC
|
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|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
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|
S-Bank Fund Management Ltd
|
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|
Patron Partners Advisors, Llc
|
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|
Crestmont Private Wealth LLC
|
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|
Milestones Private Investment Advisors LLC
|
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|
|
Dimensional Fund Advisors Lp
|
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|
Connable Office Inc
|
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|
Avantax Advisory Services, Inc.
|
|
|
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|
|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
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|
|
TCTC Holdings, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Delaware Ladera Management Company, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
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|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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|
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|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
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|
Ameritas Advisory Services, LLC
|
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|
Resources Investment Advisors, LLC.
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|
Perpetual Ltd
|
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Aprio Wealth Management, LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Main Street Financial Solutions, LLC
|
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|
Denali Advisors Llc
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|
Solstein Capital, LLC
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Middleton & Co Inc/ma
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Spirit Of America Management Corp/ny
|
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Family Legacy Financial Solutions, LLC
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|
Cary Street Partner Investment Advisory Llc
|
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Gw Henssler & Associates Ltd
|
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Kayne Anderson Rudnick Investment Management Llc
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Fullcircle Wealth Llc
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Dividend Asset Capital, Llc
|
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DnB Asset Management AS
|
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Graves-Light Private Wealth Management, Inc.
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Caitong International Asset Management Co., Ltd
|
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|
Grove Bank & Trust
|
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GWM Advisors LLC
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Neville Rodie & Shaw Inc
|
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|
Charles Schwab Investment Management Inc
|
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Alamar Capital Management, LLC
|
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JPL Wealth Management, LLC
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Empire Life Investments Inc.
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Centerpoint Advisors, LLC
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ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
Laffer Investments
|
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Alethea Capital Management, Llc
|
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Valued Wealth Advisors LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
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|
Rialto Wealth Management, LLC
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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Worldquant Millennium Advisors Llc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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King Luther Capital Management Corp
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Savvy Advisors, Inc.
|
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
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Lindenwold Advisors
|
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First Merchants Corp
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Jaffetilchin Investment Partners, LLC
|
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Nomura Holdings Inc
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Brandywine Global Investment Management, LLC
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
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|
Sapient Capital Llc
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
River Street Advisors LLC
|
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|
Founders Capital Management
|
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|
Congress Asset Management Co /ma
|
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LGT Fund Management Co Ltd.
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Wedge Capital Management L L P/nc
|
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|
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|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
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|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Talaria Asset Management Pty Ltd
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
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|
Renaissance Technologies Llc
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
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|
Man Group plc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
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|
Oak Family Advisors, Llc
|
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|
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|
Fairholme Capital Management Llc
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
GFG Capital, LLC
|
|
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|
Huntington National Bank
|
|
|
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|
Fiduciary Alliance LLC
|
|
|
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|
|
Mach-1 Financial Group, Inc.
|
|
|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
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|
|
Clearview Wealth Advisors LLC
|
|
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|
UBS Group AG
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Oder Investment Management, LLC
|
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|
Torray Llc
|
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|
Qtron Investments LLC
|
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Jacobi Capital Management LLC
|
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Nomura Asset Management Co Ltd
|
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Gifford Fong Associates
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
|
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|
RBA Wealth Management, LLC
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Davidson Investment Advisors
|
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|
Knollwood Investment Advisory, LLC
|
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|
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|
Northwestern Mutual Wealth Management Co
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
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|
Compass Planning Associates Inc
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Parr Mcknight Wealth Management Group, Llc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Adell Harriman & Carpenter Inc
|
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|
VisionPoint Advisory Group, LLC
|
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|
CAPROCK Group, Inc.
|
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|
Altman Advisors, Inc.
|
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Mirae Asset Global Investments Co., Ltd.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
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|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
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|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
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|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Northeast Investment Management
|
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|
NewSquare Capital LLC
|
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|
Assetmark, Inc
|
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|
Farther Finance Advisors, LLC
|
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
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|
Webster Bank, N. A.
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
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|
|
RKL Wealth Management LLC
|
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|
|
Meiji Yasuda Life Insurance Co
|
|
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|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
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|
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|
Lsv Asset Management
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
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|
Federated Hermes, Inc.
|
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|
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|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
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Baron Wealth Management LLC
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Montag A & Associates Inc
|
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|
MCF Advisors LLC
|
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Evoke Wealth, Llc
|
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Stonegate Investment Group, LLC
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Gladstone Institutional Advisory LLC
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|
Empirical Asset Management, LLC
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Shaker Investments Llc/oh
|
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Union Savings Bank
|
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|
Fiera Capital Corp
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Osprey Private Wealth LLC
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|
Merit Financial Group, LLC
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Sierra Ocean, Llc
|
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Teacher Retirement System Of Texas
|
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HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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|
Crewe Advisors LLC
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First National Advisers, LLC
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Tokio Marine Asset Management Co Ltd
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CRA Financial Services, LLC
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Intrua Financial, LLC
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Rogco, Lp
|
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Oppenheimer Asset Management Inc.
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Mercer Global Advisors Inc /adv
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ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
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|
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|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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Nebula Research & Development LLC
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Uhlmann Price Securities, Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Tevis Investment Management
|
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Pinnacle Financial Partners Inc
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Swedbank AB
|
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Watts Gwilliam & Co., LLC
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Ambassador Advisors, LLC
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Price T Rowe Associates Inc /md/
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
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Marco Investment Management Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
CFS Investment Advisory Services, LLC
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Change Path, LLC
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Horizon Bancorp Inc /in/
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Northwestern Mutual Investment Management Company, Llc
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RHS Financial, LLC
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Global View Capital Management LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Fiduciary Financial Group, Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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Warren Averett Asset Management, LLC
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Bare Financial Services, Inc
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Hughes Financial Services, LLC
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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Financial Management Professionals, Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
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|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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|
Hbk Investments L P
|
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Camden Capital, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Ubs Asset Management Americas Inc
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
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|
Schechter Investment Advisors, LLC
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
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|
|
Institute for Wealth Management, LLC.
|
|
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|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Patton Fund Management, Inc.
|
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|
Cwm, Llc
|
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|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
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|
|
|
Banque Cantonale Vaudoise
|
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|
Atticus Wealth Management, Llc
|
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|
Purkiss Capital Advisors LLC
|
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|
Romano Brothers And Company
|
|
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|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
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|
|
|
Glass Jacobson Investment Advisors llc
|
|
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|
|
La Banque Postale Asset Management SA
|
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
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|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Total Investment Management Inc
|
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|
|
|
|
Twin Capital Management Inc
|
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|
|
|
Meritage Portfolio Management
|
|
|
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|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
Centerpoint Advisory Group
|
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|
Quadrant Capital Group Llc
|
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|
Financial Perspectives, Inc
|
|
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|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
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|
Wolff Wiese Magana Llc
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Mather Group, Llc.
|
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|
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|
|
Legato Capital Management LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
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BNP Paribas Asset Management Holding S.A.
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Advisory Services Network, LLC
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Capital Investment Counsel, LLC
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Nicolet Advisory Services, Llc
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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Legal & General Group Plc
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GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
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Larson Financial Group LLC
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Essex Financial Services, Inc.
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Turtle Creek Wealth Advisors, LLC
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Vermillion Wealth Management, Inc.
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Thrivent Financial For Lutherans
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
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Artisan Partners Limited Partnership
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Robinson Value Management, Ltd.
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HHM Wealth Advisors, LLC
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Kingswood Wealth Advisors, Llc
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
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Iron Financial, LLC
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Brighton Jones Llc
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CBOE Vest Financial, LLC
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Andina Capital Management, LLC
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Teewinot Capital Advisers, L.L.C.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Crowley Wealth Management, Inc.
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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Principal Securities, Inc.
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PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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FUKOKU MUTUAL LIFE INSURANCE Co
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Nova Wealth Management, Inc.
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Fragasso Group Inc.
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High Note Wealth, LLC
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
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Miracle Mile Advisors, LLC
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Pinnacle Associates Ltd
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Elo Mutual Pension Insurance Co
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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Aptus Capital Advisors, LLC
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IAG Wealth Partners, LLC
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Wealthfront Advisers Llc
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Keener Financial Planning LLC
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Keybank National Association/oh
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Carnegie Lake Advisors LLC
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Costello Asset Management, INC
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Signaturefd, Llc
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Field & Main Bank
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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Wolverine Trading, Llc
|
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Archer Investment Corp
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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1st Source Bank
|
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HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
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J.P. Marvel Investment Advisors, LLC
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HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
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MBA Advisors LLC
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Bollard Group LLC
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Fisher Asset Management, LLC
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RiverFront Investment Group, LLC
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Level Four Advisory Services, Llc
|
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State Of Wisconsin Investment Board
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Stevens Capital Management Lp
|
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|
Advisor OS, LLC
|
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Missouri Trust & Investment Co
|
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Profunds - Profund Vp Ultrabull
|
|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Voleon Capital Management Lp
|
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|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
MainStreet Investment Advisors LLC
|
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|
Victory Capital Management Inc
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
Tri-continental Corp
|
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|
Steward Partners Investment Advisory, Llc
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
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|
|
Hilltop Partners LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
