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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Pinnacle Financial Partners Inc
|
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|
Czech National Bank
|
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Buttonwood Financial Advisors Inc.
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Alaethes Wealth LLC
|
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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|
Coastline Trust Co
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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|
Enterprise Financial Services Corp
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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Pensionmark Financial Group, Llc
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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SG Americas Securities, LLC
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Processus Wealth & Capital Management, LLC
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Raymond James Financial Inc
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Whittier Trust Co
|
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New England Professional Planning Group Inc.
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Cambridge Investment Research Advisors, Inc.
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Sequoia Financial Advisors, LLC
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Brandywine Oak Private Wealth Llc
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Cary Street Partners Financial Llc
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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Garde Capital, Inc.
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Delta Global Management LP
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Capital Advisors Inc/ok
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Nations Financial Group Inc, /ia/ /adv
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Wealthfront Advisers Llc
|
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Quaker Wealth Management, LLC
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Tlwm
|
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Ameritas Investment Partners, Inc.
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Earnest Partners Llc
|
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UNIVEST FINANCIAL Corp
|
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Balboa Wealth Partners
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Unique Wealth, Llc
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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LifePlan Financial, LLC
|
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TFC Financial Management
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Fullcircle Wealth Llc
|
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Citizens & Northern Corp
|
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Rise Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Cetera Investment Advisers
|
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KG&L Capital Management,LLC
|
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Clear Harbor Asset Management, LLC
|
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Fiduciary Wealth Partners, LLC
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Private Trust Co Na
|
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Cornerstone Planning, LLC
|
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Manchester Financial Inc
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
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Redwood Investment Management, Llc
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Gsa Capital Partners Llp
|
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Quadcap Wealth Management, LLC
|
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Capital Asset Advisory Services LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Oregon Public Employees Retirement Fund
|
|
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|
HF Advisory Group, LLC
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
Edgemoor Investment Advisors, Inc.
|
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Murphy Pohlad Asset Management LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Old National Bancorp /in/
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Herbst Group, Llc
|
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|
Moors & Cabot, Inc.
|
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|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
|
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|
MFA Wealth Services
|
|
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|
Apexium Financial, Lp
|
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|
Modern Wealth Management, LLC
|
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|
Simon Quick Advisors, Llc
|
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|
Capitolis Liquid Global Markets LLC
|
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|
McIlrath & Eck, LLC
|
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|
Accretive Wealth Partners, LLC
|
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|
Stokes Family Office, LLC
|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
GFG Capital, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
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|
Westside Investment Management, Inc.
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Retirement Guys Formula Llc
|
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|
Prostatis Group LLC
|
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|
IMZ Advisory Inc
|
|
|
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|
|
Parallax Volatility Advisers, L.P.
|
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Arista Wealth Management, LLC
|
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|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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|
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|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
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|
Mather Group, Llc.
|
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|
Navellier & Associates Inc
|
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Pinnacle Bancorp, Inc.
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Columbia Asset Management
|
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Two Sigma Investments, Lp
|
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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Haverford Trust Co
|
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Kmg Fiduciary Partners, Llc
|
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U S Global Investors Inc
|
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Argent Trust Co
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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Legend Financial Advisors, Inc.
|
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|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
Russell Investments Group, Ltd.
|
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Toth Financial Advisory Corp
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Sigma Planning Corp
|
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Bank Of America Corp /de/
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
Elevation Series Trust - TrueShares Active Yield ETF
|
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|
Perennial Advisors, LLC
|
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Klingman & Associates, LLC
|
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
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|
Birchbrook, Inc.
|
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3Chopt Investment Partners, LLC
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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|
New Millennium Group LLC
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Gabelli Funds Llc
|
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Keybank National Association/oh
|
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Coston, McIsaac & Partners
|
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Man Group plc
|
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HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
Werlinich Asset Management, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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D.a. Davidson & Co.
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
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|
North Dallas Bank & Trust Co
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
Bfsg, Llc
|
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|
TD Waterhouse Canada Inc.
|
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Sterling Financial Planning, Inc.
|
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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|
Potentia Wealth
|
|
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|
Newbridge Financial Services Group, Inc.
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Waters Parkerson & Co., Llc
|
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Simplicity Wealth,LLC
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Stenger Family Office, LLC
|
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|
Webster Bank, N. A.
|
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|
Kilter Group LLC
|
|
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|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
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|
Bellevue Asset Management, Llc
|
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|
Bahl & Gaynor Inc
|
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|
Sawgrass Asset Management Llc
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
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|
Copley Financial Group, Inc.
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
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|
Thrivent Financial For Lutherans
|
|
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|
Glassy Mountain Advisors, Inc.
|
|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
|
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|
FDx Advisors, Inc.
|
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|
CoreCap Advisors, LLC
|
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|
Freestone Grove Partners LP
|
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|
TruWealth Advisors, LLC
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
CENTRAL TRUST Co
|
|
|
|
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AGH Wealth Advisors, LLC
|
|
|
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
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|
Vectors Research Management, LLC
|
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|
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|
Cyndeo Wealth Partners, LLC
|
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|
MainStreet Investment Advisors LLC
|
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Courier Capital Llc
|
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Massachusetts Financial Services Co /ma/
|
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Enterprise Bank & Trust Co
|
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US Asset Management LLC
|
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Hamilton Point Investment Advisors, LLC
|
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|
Moment Partners, LLC
|
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|
Entropy Technologies, LP
|
|
|
|
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|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
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|
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|
United Asset Strategies, Inc.
|
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|
|
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|
Confluence Wealth Services, Inc.
|
|
|
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|
Sculati Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
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|
Tocqueville Asset Management L.p.
|
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Investors Research Corp
|
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|
BRYN MAWR TRUST Co
|
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|
M. Kraus & Co
|
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|
Keystone Wealth Services, LLC
|
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|
Norinchukin Bank, The
|
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|
St Germain D J Co Inc
|
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Huntleigh Advisors, Inc.
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
Global Retirement Partners, LLC
|
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|
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|
Shoker Investment Counsel, Inc.
|
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|
MONECO Advisors, LLC
|
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|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
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|
BKM Wealth Management, LLC
|
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Gateway Investment Advisers Llc
|
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|
Stonebridge Financial Group, LLC
|
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Intech Investment Management Llc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Rakuten Investment Management, Inc.
|
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|
FourThought Financial Partners, LLC
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|
Persium Advisors, LLC
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|
Amundi
|
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|
Beacon Capital Management, LLC
|
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United Bank
|
|
|
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|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
Castlekeep Investment Advisors Llc
|
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|
Great Lakes Advisors, Llc
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
IMA Wealth, Inc.
|
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Madison Asset Management, LLC
|
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|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
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|
Orion Capital Management LLC
|
|
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|
Fundamentun, Llc
|
|
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|
BlackDiamond Wealth Management Inc.
|
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|
Becker Capital Management Inc
|
|
|
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|
Unison Advisors LLC
|
|
|
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|
Cornerstone Wealth Group, LLC
|
|
|
|
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|
Canal Insurance CO
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
|
West Paces Advisors Inc.
|
|
|
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|
|
SkyOak Wealth, LLC
|
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|
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|
|
Mattern Wealth Management LLC
|
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|
Plancorp, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Knuff & Co LLC
|
|
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|
|
Graham Capital Management, L.P.
|
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|
Condor Capital Management
|
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|
Atria Wealth Solutions, Inc.
|
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|
Virtu Financial LLC
|
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|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Oarsman Capital, Inc.
|
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|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
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|
Insight Advisors, LLC/ PA
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
Retirement Systems of Alabama
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
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|
|
Pinnacle Wealth Planning Services, Inc.
|
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|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
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|
|
Stephens Inc /ar/
|
|
|
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|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
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|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Proficio Capital Partners LLC
|
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|
Exencial Wealth Advisors, Llc
|
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|
ERn Financial, LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
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|
Laurion Capital Management LP
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
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|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
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|
Hartland & Co., LLC
|
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Bridgewater Advisors Inc.
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
|
Holderness Investments Co
|
|
|
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|
|
Global X Japan Co., Ltd.
|
|
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|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
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|
|
|
Aqr Capital Management Llc
|
|
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|
Investment Partners, Ltd.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Parsons Capital Management Inc/ri
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Callan Capital, LLC
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
Tacita Capital Inc
|
|
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|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
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|
|
Sage Investment Counsel LLC
|
|
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|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Accel Wealth Management
|
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Sabal Trust CO
|
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Macquarie Group Ltd
|
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Wealth Alliance
|
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SJS Investment Consulting Inc.
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Global Financial Private Client, LLC
|
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Studio Investment Management Llc
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
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|
Glen Eagle Advisors, LLC
|
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|
Tompkins Financial Corp
|
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|
Vanguard Group Inc
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Piscataqua Savings Bank
|
|
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|
Capstone Investment Advisors, Llc
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
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|
Trajan Wealth LLC
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
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|
Icon Wealth Advisors, LLC
|
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|
Horizon Bancorp Inc /in/
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
OMC Financial Services LTD
|
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Burney Co/
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Eliot Finkel Investment Counsel, LLC
|
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Sippican Capital Advisors
|
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Bank & Trust Co
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
Private Advisor Group, LLC
|
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Foster Dykema Cabot & Partners, Llc
|
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|
Bell Investment Advisors, Inc
|
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Pacitti Group Inc.
|
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SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Bcm Advisors, Llc
|
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Clough Global Equity Fund
|
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LaFleur & Godfrey LLC
|
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Aviva Plc
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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|
MBA Advisors LLC
|
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Mpwm Advisory Solutions, Llc
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Red Cedar Investment Management, Llc
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Janus Henderson Group Plc
|
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Chevy Chase Trust Holdings, Inc.
|
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WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
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|
Outfitter Financial LLC
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Ing Groep Nv
|
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GM Advisory Group, Inc.
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Lvm Capital Management Ltd/mi
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Mendel Money Management
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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|
Howard Capital Management Inc.
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Chapman Financial Group, Llc
|
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Keb Asset Management, Llc
|
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Nicholas Hoffman & Company, LLC.
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Mesirow Financial Investment Management, Inc.
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|
State of Wyoming
|
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Vision Financial Markets Llc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
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|
Waterloo Capital, L.P.
|
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|
V-Square Quantitative Management LLC
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
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|
|
Rodgers Brothers Inc.
|
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|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
Curbstone Financial Management Corp
|
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|
Renasant Bank
|
|
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|
Venturi Wealth Management, LLC
|
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|
Clarkston Capital Partners, LLC
|
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|
Napatree Capital Llc
|
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|
Cooper Financial Group
|
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|
Schwartz Investment Counsel Inc
|
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|
Busey Wealth Management
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Guggenheim Capital Llc
|
|
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|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
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|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Wood Tarver Financial Group, LLC
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|
Novem Group
|
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Bank of New York Mellon Corp
|
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BOS Asset Management, LLC
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Nuveen Core Equity Alpha Fund
|
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First Citizens Bank & Trust Co
|
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|
Godsey & Gibb Associates
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Family Legacy, Inc.
|
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Avidian Wealth Solutions, LLC
|
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Souders Financial Advisors
|
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|
Country Trust Bank
|
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Twin Peaks Wealth Advisors, LLC
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Mark Sheptoff Financial Planning, Llc
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1858 Wealth Management, Llc
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Nordwand Advisors, LLC
|
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Tevis Investment Management
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Bay Harbor Wealth Management, LLC
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Eqis Capital Management, Inc.
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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CBOE Vest Financial, LLC
|
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JB Capital LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Acorn Wealth Advisors, LLC
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Kcm Investment Advisors Llc
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Brady Family Wealth, Llc
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Texas Bank & Trust Co
|
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Arvest Bank Trust Division
|
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Kathmere Capital Management, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Colonial Trust Co / SC
|
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Walleye Trading LLC
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Qsemble Capital Management, LP
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Parkworth Wealth Management, Inc.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Matrix Asset Advisors Inc/ny
|
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Argus Investors' Counsel, Inc.
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Brown Miller Wealth Management, LLC
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Bridgefront Capital, LLC
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Allen Capital Group, LLC
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Regions Financial Corp
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Sterling Capital Management LLC
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QTR Family Wealth, LLC
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Romano Brothers And Company
|
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High Note Wealth, LLC
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American Capital Advisory, LLC
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|
Oppenheimer & Co Inc
|
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Flywheel Private Wealth LLC
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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|
Maj Invest Holding A/S
|
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Capital Market Strategies LLC
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Barry Investment Advisors, LLC
|
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Master's Wealth Management Inc.
|
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SRS Capital Advisors, Inc.
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Nbt Bank N A /ny
|
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Rogco, Lp
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Sowell Financial Services LLC
|
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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CAPROCK Group, Inc.
|
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Patriot Investment Management Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
NorthRock Partners, LLC
|
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|
PFS Partners, LLC
|
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|
GoalFusion Wealth Management, LLC
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
North Capital, Inc.
|
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|
Fiduciary Alliance LLC
|
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Convergence Investment Partners, LLC
|
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|
Stone House Investment Management, LLC
|
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Financial Perspectives, Inc
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Proathlete Wealth Management Llc
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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|
Prelude Capital Management, Llc
|
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|
Roffman Miller Associates Inc /pa/
|
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|
AlTi Global, Inc.
|
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|
Distillate Capital Partners LLC
|
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|
Knightsbridge Asset Management, Llc
|
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Centerpoint Advisors, LLC
|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
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|
|
Argyle Capital Partners, LLC
|
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|
|
Paragon Private Wealth Management, LLC
|
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|
Mach-1 Financial Group, Inc.
|
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|
Marks Group Wealth Management, Inc
|
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|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
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|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
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|
|
1st Source Bank
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
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SHLD - Global X Funds - Global X Defense Tech ETF
|
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|
Nearwater Capital Markets, Ltd
|
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|
Ameriflex Group, Inc.
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Flagship Harbor Advisors, Llc
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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Geode Capital Management, Llc
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
Cranbrook Wealth Management, LLC
|
|
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
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|
Mission Wealth Management, Lp
|
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|
Financial Freedom, LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Croban
|
|
|
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Bigelow Investment Advisors, LLC
|
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|
Umb Bank N A/mo
|
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Spinnaker Trust
|
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Toronto Dominion Bank
|
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ISAM Funds (UK) Ltd
|
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Susquehanna International Group, Llp
|
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Longview Asset Management, Llc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Nabity-Jensen Investment Management Inc
|
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|
OMERS ADMINISTRATION Corp
|
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ASB Consultores, LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
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|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Summit Financial, LLC
|
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|
Csenge Advisory Group
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Lcnb Corp
|
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|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Northern Trust Corp
|
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|
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Future Fund LLC
|
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Burns J W & Co Inc/ny
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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Delos Wealth Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
Princeton Global Asset Management LLC
|
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Shell Asset Management Co
|
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Qtron Investments LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Catalyst Funds Management Pty Ltd
|
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|
Pekin Hardy Strauss, Inc.
|
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Everpar Advisors Llc
|
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Federated Hermes, Inc.
|
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Shufro Rose & Co Llc
|
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Asset Planning,Inc
|
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Treasurer of the State of North Carolina
|
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|
Estabrook Capital Management
|
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|
Fidelis Capital Partners, LLC
|
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Dunhill Financial, LLC
|
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Lido Advisors, LLC
|
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Stock Yards Bank & Trust Co
|
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Hilltop Holdings Inc.
|
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Jpmorgan Chase & Co
|
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Evelyn Partners Investment Management Services Ltd
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
Keel Point, LLC
|
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|
Toroso Investments, LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
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|
Edge Wealth Management LLC
|
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|
SWS Partners
|
|
|
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|
|
Aaron Wealth Advisors LLC
|
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
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|
Drive Wealth Management, Llc
|
|
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|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
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|
Measured Wealth Private Client Group, LLC
|
|
|
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|
Nomura Holdings Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
|
|
Stephens Consulting, LLC
|
|
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
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|
Weybosset Research & Management Llc
|
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
ARS Investment Partners, LLC
|
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|
|
Savvy Advisors, Inc.
|
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|
Segment Wealth Management, LLC
|
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|
Advantage Trust Co
|
|
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|
Arete Wealth Advisors, LLC
|
|
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Accordant Advisory Group Inc
|
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|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
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|
Bank of New Hampshire
|
|
|
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|
|
Fairvoy Private Wealth, LLC
|
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|
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|
Baird Financial Group, Inc.
|
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Paradigm Financial Partners, Llc
|
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Lummis Asset Management, LP
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
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|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
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|
|
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|
Total Investment Management Inc
|
|
|
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|
Castle Rock Wealth Management, LLC
|
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|
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
|
Neo Ivy Capital Management
|
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|
Brookwood Investment Group LLC
|
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|
Pacifica Partners Inc.
|
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Brown Brothers Harriman & Co
|
|
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
Norway Savings Bank
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
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GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
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|
London Co Of Virginia
|
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First Financial Corp /in/
|
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Fulton Breakefield Broenniman Llc
|
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|
Heritage Trust Co
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
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|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
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|
Globeflex Capital L P
|
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|
Seacrest Wealth Management, Llc
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
Hardy Reed LLC
|
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|
|
|
|
Clg Llc
|
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|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
|
T. Rowe Price Investment Management, Inc.
|
|
|
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|
Wells Fargo & Company/mn
|
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|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
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AE Wealth Management LLC
|
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Alpine Bank Wealth Management
|
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Bradley & Co. Private Wealth Management, LLC
|
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|
Wetherby Asset Management Inc
|
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|
Rexford Capital Inc
|
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Allworth Financial LP
|
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|
Mizuho Markets Americas Llc
|
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|
Eukles Asset Management
|
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|
Boyar Asset Management Inc.
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
BTC Capital Management, Inc.
|
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|
Abound Wealth Management
|
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|
Pineridge Advisors LLC
|
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Profund Advisors Llc
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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|
Sanibel Captiva Trust Company, Inc.
|
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Harbor Asset Planning, Inc.
|
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Essex Financial Services, Inc.
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Midwest Trust Co
|
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Tranquility Partners, LLC
|
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South Plains Financial, Inc.
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Coldstream Capital Management Inc
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Pinkerton Retirement Specialists, LLC
|
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|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Orion Investment Co
|
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|
Pinnacle West Asset Management, Inc.
|
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Peapack Gladstone Financial Corp
|
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Ignite Planners, LLC
|
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|
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
|
|
|
Main Street Group, LTD
|
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|
|
|
Ti-trust, Inc
|
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|
Parvin Asset Management, LLC
|
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|
Independent Advisor Alliance
|
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Choate Investment Advisors
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
Legacy Financial Advisors, Inc.
|
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Insight Inv LLC
|
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Federation des caisses Desjardins du Quebec
|
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First Interstate Bank
|
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|
Randolph Co Inc
|
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Moisand Fitzgerald Tamayo, LLC
|
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Erste Asset Management GmbH
|
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Mosaic Family Wealth Partners, Llc
|
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180 Wealth Advisors, Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Scott Marsh Financial, LLC
|
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|
BigSur Wealth Management LLC
|
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|
Kesler, Norman & Wride, LLC
|
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|
Total Clarity Wealth Management, Inc.
|
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Chesapeake Wealth Management
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
City State Bank
|
|
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|
Renaissance Technologies Llc
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Ccm Investment Group, Llc
|
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Ameriprise Financial Inc
|
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Gratus Wealth Advisors, LLC
|
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Keystone Financial Services
|
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Woodline Partners LP
|
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|
Prospera Financial Services Inc
|
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StoneX Group Inc.
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Evergreen Capital Management Llc
|
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Qrg Capital Management, Inc.
|
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|
Swiss National Bank
|
|
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|
Peak6 Llc
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Natixis
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
CWA Asset Management Group, LLC
|
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|
Vontobel Holding Ltd.
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
Vise Technologies, Inc.
|
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Trust Co of the South
|
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|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
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|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
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|
|
Albar Capital Partners LLP
|
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|
|
Advyzon Investment Management, LLC
|
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|
|
UBS Group AG
|
|
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|
|
PDS Planning, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
|
|
Optas, LLC
|
|
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|
|
|
Coastal Bridge Advisors, LLC
|
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|
|
|
Matisse Capital
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
|
|
Hm Payson & Co
|
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|
Sentry LLC
|
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|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
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|
Morningstar Investment Services LLC
|
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|
Fountainhead AM, LLC
|
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|
Jeppson Wealth Management, Llc
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
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|
Mraz, Amerine & Associates, Inc.
|
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Meriwether Wealth & Planning, LLC
|
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|
Rsm Us Wealth Management Llc
|
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|
Rafferty Asset Management, LLC
|
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|
ORG Partners LLC
|
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|
Crewe Advisors LLC
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
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|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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|
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|
Western Wealth Management, LLC
|
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|
|
Highline Wealth Partners Llc
|
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|
|
|
|
Lester Murray Antman dba SimplyRich
|
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|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
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|
|
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|
First National Trust Co
|
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|
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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|
Fiduciary Trust Co
|
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|
Trust Co Of Vermont
|
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Eagle Bay Advisors LLC
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Adage Capital Partners Gp, L.l.c.
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
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Strategies Wealth Advisors, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Miller Investment Management, LP
|
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|
Cresset Asset Management, LLC
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1832 Asset Management L.P.
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Cetera Trust Company, N.A
|
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Trexquant Investment LP
|
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Fiduciary Financial Group, Llc
|
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Meiji Yasuda Asset Management Co Ltd.
|
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|
Morgan Dempsey Capital Management Llc
|
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|
Hilton Capital Management, LLC
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Indiana Trust & Investment Management CO
|
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Roberts Glore & Co Inc /il/
|
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Mengis Capital Management, Inc.
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Montecito Bank & Trust
|
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|
Avantax Planning Partners, Inc.
|
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Syon Capital Llc
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Bare Financial Services, Inc
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
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|
Wellington Shields & Co., LLC
|
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|
Cubist Systematic Strategies, LLC
|
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Hendershot Investments Inc.
|
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Comprehensive Financial Planning, Inc./PA
|
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|
CHICAGO TRUST Co NA
|
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|
Strategic Blueprint, LLC
|
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|
Versor Investments LP
|
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|
Quadrant Capital Group Llc
|
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|
South Dakota Investment Council
|
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|
Aberdeen Wealth Management LLC
|
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|
Kentucky Trust Co
|
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
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|
NovaPoint Capital, LLC
|
|
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|
Glenview Trust Co
|
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|
Trust Co
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
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|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
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|
Thomas Story & Son Llc
|
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|
Sarver Vrooman Wealth Advisors
|
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|
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|
United Community Bank
|
|
|
|
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|
Td Private Client Wealth Llc
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
|
iA Global Asset Management Inc.
|
|
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|
Moloney Securities Asset Management, LLC
|
|
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|
Newport Trust Co
|
|
|
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|
|
Clark Financial Services Group Inc /bd
|
|
|
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|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
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|
Sei Investments Co
|
|
|
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|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
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Longfellow Investment Management Co Llc
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RFG Advisory, LLC
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Alerus Financial Na
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
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First Trust Advisors Lp
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Access Investment Management LLC
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UMA Financial Services, Inc.
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
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Dover Advisors, Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
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CRA Financial Services, LLC
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Aureus Asset Management, LLC
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Financial Advisors Network, Inc.
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Hara Capital LLC
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State of Tennessee, Treasury Department
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Traub Capital Management LLC
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Perkins Coie Trust Co
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
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Private Wealth Management Group, LLC
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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Clough Global Dividend & Income Fund
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
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Blair William & Co/il
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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HHM Wealth Advisors, LLC
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Rockline Wealth Management, LLC
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Vermillion Wealth Management, Inc.
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Cibc World Markets Corp
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Quest Partners LLC
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D'Orazio & Associates, Inc.
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VCGAX - VALIC Co I - Growth & Income Fund
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McGlone Suttner Wealth Management, Inc.
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
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Paces Ferry Wealth Advisors, Llc
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Bogart Wealth, LLC
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Transamerica Financial Advisors, Inc.
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Keener Financial Planning LLC
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Sivia Capital Partners, LLC
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HighPoint Advisor Group LLC
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Crestwood Advisors Group LLC
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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Weaver Capital Management LLC
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Douglass Winthrop Advisors, LLC
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Cigna Investments Inc /new
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Public Sector Pension Investment Board
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Capital Advisors, Ltd. LLC
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BLPIX - Profunds - Bull Profund Investor Class
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Wedmont Private Capital
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Blue Bell Private Wealth Management, Llc
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Bellwether Advisors, LLC
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Jamison Private Wealth Management, Inc.
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Berger Financial Group, Inc
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BankPlus Trust Department
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Country Club Bank /gfn
|
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West Family Investments, Inc.
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
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IFG Advisory, LLC
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Panagora Asset Management Inc
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Mechanics Financial Corp
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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Griffin Asset Management, Inc.
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Plato Investment Management Ltd
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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America First Investment Advisors, LLC
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WealthCollab, LLC
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Carolina Wealth Advisors, LLC
|
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Bright Futures Wealth Management, LLC.
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Aquatic Capital Management LLC
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Jacobi Capital Management LLC
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Peddock Capital Advisors, Llc
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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|
SILVER OAK SECURITIES, Inc
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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E Six Thirteen, Llc
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
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|
Palisade Capital Management Llc/nj
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Clear Street Markets Llc
|
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|
XML Financial, LLC
|
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|
Caldwell Securities, Inc
|
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Massmutual Trust Co Fsb/adv
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
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|
Ethos Financial Group, LLC
|
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|
Canton Hathaway, LLC
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
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|
|
|
Css Llc/il
|
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|
M&t Bank Corp
|
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|
Sierra Summit Advisors Llc
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
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|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
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|
|
DRW Securities, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
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|
