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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Wilkins Investment Counsel Inc
|
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|
Bank of Jackson Hole Trust
|
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TruNorth Capital Management, LLC
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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|
Harbor Advisors LLC
|
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|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
Signature Resources Capital Management, LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Cannon Wealth Management Services, LLC
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|
Argus Investors' Counsel, Inc.
|
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|
Treasurer of the State of North Carolina
|
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Mcdonald Partners Llc
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Blair William & Co/il
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Canal Capital Management, LLC
|
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|
Pfc Capital Group, Inc.
|
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Rakuten Investment Management, Inc.
|
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Bell Bank
|
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Goelzer Investment Management, Inc.
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Contravisory Investment Management, Inc.
|
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Geode Capital Management, Llc
|
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State Of Michigan Retirement System
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Gw Henssler & Associates Ltd
|
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|
Nbc Securities, Inc.
|
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Hartford Investment Management Co
|
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Aberdeen Wealth Management LLC
|
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Teza Capital Management LLC
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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|
Curat Global, LLC
|
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AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
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Osterweis Capital Management Inc
|
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Abacus Planning Group, Inc.
|
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J. W. Coons Advisors, LLC
|
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Old Point Trust & Financial Services N A
|
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Abound Wealth Management
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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CSU Producer Resources, Inc.
|
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Hancock Whitney Corp
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Capital Investment Advisory Services, LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Salvus Wealth Management, LLC
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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Charter Trust Co
|
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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|
Riggs Asset Managment Co. Inc.
|
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Duncker Streett & Co Inc
|
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Arlington Trust Co LLC
|
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Mondrian Investment Partners LTD
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Curbstone Financial Management Corp
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Atom Investors LP
|
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Raleigh Capital Management Inc.
|
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Summit Wealth & Retirement Planning, Inc.
|
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Fidelis Capital Partners, LLC
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Stratos Wealth Partners, LTD.
|
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M. Kraus & Co
|
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New Hampshire Trust
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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Natixis Advisors, L.p.
|
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First Trust Advisors Lp
|
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Cyndeo Wealth Partners, LLC
|
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Dagco, Inc.
|
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Park Square Financial Group, LLC
|
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Andra AP-fonden
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Cary Street Partner Investment Advisory Llc
|
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South Street Advisors LLC
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Saybrook Capital /nc
|
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MCF Advisors LLC
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Wiley Bros.-aintree Capital, Llc
|
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Wealth Group, Ltd.
|
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NewEdge Wealth, LLC
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Evergreen Capital Management Llc
|
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Ferguson Wellman Capital Management, Inc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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XTX Topco Ltd
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
APG Asset Management N.V.
|
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Boreal Capital Management LLC
|
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|
Bearing Point Capital, Llc
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
New York Life Investment Management Llc
|
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|
Schrum Private Wealth Management LLC
|
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|
Empire Financial Management Company, LLC
|
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|
Brinker Capital Investments, LLC
|
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|
Woodward Diversified Capital, Llc
|
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|
NewSquare Capital LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
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|
Aqr Capital Management Llc
|
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|
Chesapeake Wealth Management
|
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|
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|
Fire Capital Management LLC
|
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|
Invesco Ltd.
|
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|
|
Athena Investment Management
|
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|
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|
Peoples Financial Services Corp.
|
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|
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|
|
Jacobi Capital Management LLC
|
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|
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|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
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|
Sigma Planning Corp
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Corvex Management LP
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
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|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
Cetera Trust Company, N.A
|
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|
Kestra Private Wealth Services, Llc
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
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|
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|
|
Journey Strategic Wealth Llc
|
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|
Cresset Asset Management, LLC
|
|
|
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|
Park Edge Advisors, LLC
|
|
|
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|
VELA Funds - VELA Income Opportunities Fund Class A
|
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|
Guggenheim Capital Llc
|
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|
Zwj Investment Counsel Inc
|
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Bank of New York Mellon Corp
|
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Waldron Private Wealth LLC
|
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|
Acropolis Investment Management, LLC
|
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Spire Wealth Management
|
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|
Hendershot Investments Inc.
|
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|
Johnson Bixby & Associates, LLC
|
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|
|
Elser Financial Planning, Inc
|
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|
|
McIlrath & Eck, LLC
|
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|
State of Wyoming
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
|
Fragasso Group Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
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|
WESCAP Management Group, Inc.
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
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|
Siemens Fonds Invest GmbH
|
|
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|
Toms Capital Investment Management Lp
|
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Aviva Plc
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Motco
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
QTR Family Wealth, LLC
|
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|
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|
Jump Financial, LLC
|
|
|
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|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
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|
|
IMC-Chicago, LLC
|
|
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|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
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|
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|
|
Holderness Investments Co
|
|
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|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
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|
|
Buckingham Strategic Partners
|
|
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|
Ritholtz Wealth Management
|
|
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Werlinich Asset Management, LLC
|
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
|
|
American Money Management, LLC
|
|
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|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
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|
|
Putnam Fl Investment Management Co
|
|
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|
Flagship Wealth Advisors, Llc
|
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|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
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|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
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|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
IYT - iSHARES TRUST - iShares Transportation Average ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
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|
|
|
|
Voleon Capital Management Lp
|
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|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
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|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
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|
|
Glen Eagle Advisors, LLC
|
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|
|
Zimmer Partners, LP
|
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|
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|
|
Kovitz Investment Group Partners, LLC
|
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|
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|
|
Brighton Jones Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
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|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
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|
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|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
|
Rodgers Brothers Inc.
|
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|
Mather Group, Llc.
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Quarry LP
|
|
|
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Symphony Financial, Ltd. Co.
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Argyle Capital Management Inc.
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Commonwealth Equity Services, Llc
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Resources Investment Advisors, LLC.
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Harwood Advisory Group, LLC
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Glenview Trust Co
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United Capital Financial Advisers, Llc
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Diversified Enterprises, LLC
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Arizona State Retirement System
|
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Game Plan Financial Advisors, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
FineMark National Bank & Trust
|
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Cary Street Partners Financial Llc
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Tyche Wealth Partners LLC
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NorthCrest Asset Manangement, LLC
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Oak Harbor Wealth Partners, Llc
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Stony Point Wealth Management Inc.
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Tudor Investment Corp Et Al
|
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Change Path, LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Janus Henderson Group Plc
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Vontobel Holding Ltd.
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SBI Securities Co., Ltd.
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Brady Family Wealth, Llc
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Hayek Kallen Investment Management
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Kilter Group LLC
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Millstone Evans Group, LLC
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Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Westport Asset Management Inc
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JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
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Painted Porch Advisors LLC
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Roberts Wealth Advisors, LLC
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Elevation Series Trust - RiverNorth Patriot ETF
|
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Crawford Investment Counsel Inc
|
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Public Employees Retirement Association Of Colorado
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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GM Advisory Group, Inc.
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Howard Capital Management Inc.
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Wedmont Private Capital
|
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Raiffeisen Bank International AG
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J. Goldman & Co LP
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BI Asset Management Fondsmaeglerselskab A/S
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Wealthquest Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Family Legacy, Inc.
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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Proffitt & Goodson Inc
|
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Carnegie Capital Asset Management, LLC
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Capital Advisors Inc/ok
|
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Apollon Wealth Management, LLC
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Ronald Blue Trust, Inc.
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Cornerstone Advisors Asset Management, Inc
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Ilmarinen Mutual Pension Insurance Co
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Massachusetts Financial Services Co /ma/
|
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Sawyer & Company, Inc
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Security National Bank Of So Dak
|
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Atria Investments Llc
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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OneAscent Financial Services LLC
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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UniSuper Management Pty Ltd
|
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Romano Brothers And Company
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Kathmere Capital Management, LLC
|
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HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
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Cheviot Value Management, LLC
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Meridian Wealth Management, LLC
|
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Financial Gravity Companies, Inc.
|
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|
Elmwood Wealth Management, Inc.
|
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|
Accurate Wealth Management, LLC
|
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|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Rexford Capital Inc
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
Trueblood Wealth Management, LLC
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
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|
Kcm Investment Advisors Llc
|
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|
JNBA Financial Advisors
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
|
Plancorp, LLC
|
|
|
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|
|
First Manhattan Co
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
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|
Townsquare Capital Llc
|
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|
Curio Wealth, Llc
|
|
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|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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Manchester Capital Management LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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|
Mjp Associates Inc /adv
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MetLife Investment Management, LLC
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Valued Wealth Advisors LLC
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Cinctive Capital Management LP
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BIP Wealth, LLC
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First United Bank Trust/
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Waypoint Wealth Partners Inc.
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BankPlus Trust Department
|
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GPS Wealth Strategies Group, LLC
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Smith Chas P & Associates Pa Cpas
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Sittner & Nelson, Llc
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Dudley Capital Management, Llc
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Broadleaf Partners, LLC
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National Asset Management, Inc.
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Lighthouse Financial LLC
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Sovereign Financial Group, Inc.
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Tilia Fiduciary Partners, Inc.
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Cohen & Steers Infrastructure Fund Inc
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Bank Of Montreal /can/
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Salomon & Ludwin, LLC
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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Groupama Asset Managment
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Triangle Securities Wealth Management
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Shayne & Co., Llc
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D'Orazio & Associates, Inc.
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Brookstone Capital Management
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MEMBERS Trust Co
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Cbre Clarion Securities Llc
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RMB Capital Management, LLC
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
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Meridian Investment Counsel Inc.
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Hoey Investments, Inc
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Smith, Moore & Co.
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Amundi
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Allianz Asset Management GmbH
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Mercer Global Advisors Inc /adv
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Csenge Advisory Group
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Trinity Financial Advisors LLC
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Farmers National Bank
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Daiwa Securities Group Inc.
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KBC Group NV
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Dearborn Partners Llc
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Garner Asset Management Corp
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
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Asset Management One Co., Ltd.
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North Star Investment Management Corp.
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Nomura Asset Management Co Ltd
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Davis R M Inc
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Ballentine Partners, LLC
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Jeppson Wealth Management, Llc
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Davidson Kempner Capital Management Lp
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Hurlow Wealth Management Group, Inc.
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SC&H Financial Advisors, Inc.
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Bayforest Capital Ltd
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Yukon Wealth Management, Inc.
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Smithfield Trust Co
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LifeGoal Wealth Advisors
|
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McGlone Suttner Wealth Management, Inc.
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Cutler Investment Counsel Llc
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Cullinan Associates Inc
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Harbour Investments, Inc.
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Wiser Wealth Management, Inc
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Royal Bank Of Canada
|
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PFG Investments, LLC
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Bnp Paribas Arbitrage, Sa
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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First Commonwealth Financial Corp /pa/
|
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Profunds - Profund Vp Bull
|
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Gilliland Jeter Wealth Management LLC
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Teacher Retirement System Of Texas
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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Mufg Securities Americas Inc.
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Centricity Wealth Management, LLC
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Logan Capital Management Inc
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Sabal Trust CO
|
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|
Financial Network Wealth Advisors LLC
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|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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|
Wealth Enhancement Advisory Services, Llc
|
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Sentry Investment Management Llc
|
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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Profunds - Profund Vp Ultrabull
|
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|
Gladstone Institutional Advisory LLC
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|
Hemington Wealth Management
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
Two Sigma Investments, Lp
|
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|
West Paces Advisors Inc.
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
Clark Asset Management, LLC
|
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|
Wealth Alliance
|
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|
Thompson Investment Management, Inc.
|
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|
Public Sector Pension Investment Board
|
|
|
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|
Wendell David Associates Inc
|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
National Pension Service
|
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|
|
Taylor Hoffman Capital Management LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Farmers & Merchants Investments Inc
|
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|
Cullen/frost Bankers, Inc.
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
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|
|
|
American National Bank
|
|
|
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|
|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
First American Trust, Fsb
|
|
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|
CIBC Asset Management Inc
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Searle & Co.
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Texas Bank & Trust Co
|
|
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|
IMG Wealth Management, Inc.
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Simon Quick Advisors, Llc
|
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|
Lcnb Corp
|
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|
Verus Financial Partners, Inc.
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Swedbank AB
|
|
|
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|
|
Main Street Group, LTD
|
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|
Warren Averett Asset Management, LLC
|
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|
Anchor Capital Advisors Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
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|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
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|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
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|
Baker Chad R
|
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Richard C. Young & CO., LTD.
|
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|
Petix & Botte Co
|
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
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|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
L.m. Kohn & Company
|
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Boyd Watterson Asset Management Llc/oh
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|
Ally Financial Inc.
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|
Hughes Financial Services, LLC
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Rsm Us Wealth Management Llc
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
Vaughan David Investments Inc/il
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Wsfs Capital Management, Llc
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Beaton Management Co. Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Lebenthal Global Advisors, LLC
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Family Investment Center, Inc.
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JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
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Delaney Dennis R
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Keystone Financial Group
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Retirement Wealth Solutions LLC
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Lighthouse Investment Partners, LLC
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AE Wealth Management LLC
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First Hawaiian Bank
|
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Redmond Asset Management, LLC
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Umpqua Bank
|
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Norges Bank
|
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WealthTrak Capital Management LLC
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Engineers Gate Manager LP
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
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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|
StoneX Group Inc.
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Scientech Research LLC
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|
London Co Of Virginia
|
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Peapack Gladstone Financial Corp
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D. E. Shaw & Co., Inc.
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|
Smith, Salley & Associates
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VCI Wealth Management LLC
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Marshall & Sterling Wealth Advisors Inc.
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Nvwm, Llc
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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Independent Investors Inc
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Tacita Capital Inc
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Pin Oak Investment Advisors Inc
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Cincinnati Financial Corp
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XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
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|
Union Savings Bank
|
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|
Transform Wealth, LLC
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
Newbridge Financial Services Group, Inc.
|
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Citigroup Inc
|
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|
Encompass Capital Advisors LLC
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Hopwood Financial Services, Inc.
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Tradition Wealth Management, LLC
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Live Oak Private Wealth LLC
|
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|
NEOS Investment Management LLC
|
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Moisand Fitzgerald Tamayo, LLC
|
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|
Venture Visionary Partners LLC
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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|
ARS Investment Partners, LLC
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Westhampton Capital, LLC
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|
Westside Investment Management, Inc.
|
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
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|
Cornerstone Planning Group LLC
|
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|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
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|
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|
Piscataqua Savings Bank
|
|
|
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
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|
WMG Financial Advisors, LLC
|
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|
|
MorganRosel Wealth Management, LLC
|
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|
Uncommon Cents Investing LLC
|
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|
Ted Buchan & Co
|
|
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|
Colonial Trust Co / SC
|
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
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|
HORAN Wealth, LLC
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Prudent Investors Network
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
Greatmark Investment Partners, Inc.
|
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|
|
|
|
LGT Financial Advisors LLC
|
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|
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|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Lyell Wealth Management, Lp
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Colony Group, LLC
|
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Concord Wealth Partners
|
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IFP Advisors, Inc
|
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Highline Wealth Partners Llc
|
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Woodard & Co Asset Management Group Inc /adv
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Integrated Wealth Concepts LLC
|
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Linscomb & Williams, Inc.
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Delta Capital Management Llc
|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
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|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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|
McKinley Carter Wealth Services, Inc.
|
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Ameritas Advisory Services, LLC
|
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Pure Financial Advisors, Inc.
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Mml Investors Services, Llc
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Sherbrooke Park Advisers Llc
|
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|
Montag A & Associates Inc
|
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Quaero Capital S.A.
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Capital Management Corp /va
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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Concentric Capital Strategies, LP
|
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Toronto Dominion Bank
|
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Marble Harbor Investment Counsel, LLC
|
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Rede Wealth, LLC
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Total Investment Management Inc
|
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Congress Wealth Management LLC / DE /
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Bank & Trust Co
|
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Hall Capital Management Co Inc
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Hickory Asset Management, Inc.
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Steigerwald, Gordon & Koch Inc.
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TD Capital Management LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Monticello Wealth Management, Llc
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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|
Principal Financial Group Inc
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Bill Few Associates, Inc.
|
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Wilkins Miller Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Private Trust Co Na
|
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O'Brien Wealth Partners LLC
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Tyler-Stone Wealth Management
|
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Boston Private Wealth Llc
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Rafferty Asset Management, LLC
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Wealthspire Advisors, LLC
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Abn Amro Investment Solutions
|
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TCG Advisory Services, LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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Global Retirement Partners, LLC
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Prudential Plc
|
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Df Dent & Co Inc
|
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TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Bowen Hanes & Co Inc
|
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Citizens Financial Group Inc/ri
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FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
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|
Trajan Wealth LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
Regions Financial Corp
|
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|
Equitable Holdings, Inc.
|
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Great West Life Assurance Co /can/
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
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|
Johnson Investment Counsel Inc
|
|
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|
First Fiduciary Investment Counsel, Inc.
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
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|
Toth Financial Advisory Corp
|
|
|
|
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|
Park Avenue Securities Llc
|
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
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Covestor Ltd
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
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|
Rialto Wealth Management, LLC
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
Horrell Capital Management, Inc.
|
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|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
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|
Tiemann Investment Advisors, Llc
|
|
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|
Kingsview Wealth Management, LLC
|
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|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Sage Capital Management, LLC
|
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|
|
Rockland Trust Co
|
|
|
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|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
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|
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|
|
GeoWealth Management, LLC
|
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|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Taconic Capital Advisors LP
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Greenleaf Trust
|
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|
Dillon & Associates Inc
|
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|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
|
|
Shufro Rose & Co Llc
|
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Geneos Wealth Management Inc.
|
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|
Glass Jacobson Investment Advisors llc
|
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
|
|
|
Bordeaux Wealth Advisors LLC
|
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|
Smartleaf Asset Management LLC
|
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|
Dodge & Cox
|
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Ag2r La Mondiale Gestion D'actifs
|
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Putney Financial Group LLC
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Arete Wealth Advisors, LLC
|
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Magellan Asset Management Ltd
|
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Dana Investment Advisors, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
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Quadcap Wealth Management, LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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First Merchants Corp
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Crewe Advisors LLC
|
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Welch & Forbes Llc
|
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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Bank of New Hampshire
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Kentucky Trust Co
|
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True Wealth Design, LLC
|
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Bellevue Asset Management, Llc
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
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|
Eq Wealth Advisors, Llc
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
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|
Consultiva Wealth Management, Corp.
|
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|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Valmark Advisers, Inc.
|
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Jane Street Group, Llc
|
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SummitTX Capital, L.P.
|
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Blackhill Capital Inc
|
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Bay Harbor Wealth Management, LLC
|
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|
Howard Financial Services, Ltd.
|
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SevenBridge Financial Group, LLC
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
Nixon Peabody Trust Co
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Aurora Private Wealth, Inc.
|
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|
South Dakota Investment Council
|
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|
Applied Finance Capital Management, LLC
|
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Goldman Sachs Group Inc
|
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Yaupon Capital Management LP
|
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O'shaughnessy Asset Management, Llc
|
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Private Advisor Group, LLC
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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Impact Capital Partners LLC
|
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|
WT Wealth Management
|
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|
Cornerstone Advisors, LLC
|
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|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
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|
Cherokee Insurance Co
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
Saxony Capital Management, LLC
|
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|
Qrg Capital Management, Inc.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
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|
Activest Wealth Management
|
|
|
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|
First Command Advisory Services, Inc.
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Woodline Partners LP
|
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|
|
Fiduciary Group LLC
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
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|
|
Financial Advisory Service, Inc.
|
|
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|
Syon Capital Llc
|
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|
Snowden Capital Advisors LLC
|
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|
Commonwealth Retirement Investments LLC
|
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|
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|
First City Capital Management, Inc.
|
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|
Keener Financial Planning LLC
|
|
|
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|
Point72 Asset Management, L.P.
|
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|
Tradewinds Capital Management, LLC
|
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|
Regatta Capital Group, Llc
|
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|
Accredited Investors Inc.
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
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Fundamentun, Llc
|
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|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
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|
Hotchkis & Wiley Capital Management Llc
|
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|
Ameriflex Group, Inc.
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
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|
Mariner, LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Everhart Financial Group, Inc.
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
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|
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|
Reynders McVeigh Capital Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Barbara Oil Co.
|
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|
REAP Financial Group, LLC
|
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|
Heritage Wealth Management, Inc.
|
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|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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|
FourThought Financial Partners, LLC
|
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
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|
Cercano Management LLC
|
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|
Cove Private Wealth, LLC
|
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|
TD Waterhouse Canada Inc.
|
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Capital International Inc /ca/
|
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Sierra Summit Advisors Llc
|
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First PREMIER Bank
|
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|
Robeco Institutional Asset Management B.V.
|
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Villere St Denis J & Co Llc
|
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|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
|
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|
DAVENPORT & Co LLC
|
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|
Brevan Howard Capital Management LP
|
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Schonfeld Strategic Advisors LLC
|
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Fulton Bank, N.a.
|
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|
Hara Capital LLC
|
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Coastal Bridge Advisors, LLC
|
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Hoge Financial Services, Llc
|
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Pointe Capital Management LLC
|
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Partners in Financial Planning
|
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|
Nova Wealth Management, Inc.
|
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Spdr S&p 500 Etf Trust
|
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|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Sanders Morris Harris Llc
|
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Dimensional Fund Advisors Lp
|
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Harbor Investment Advisory, Llc
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Saturna Capital CORP
|
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|
Blue Chip Partners, Inc.
|
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MBL Wealth, LLC
|
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Aventail Capital Group, LP
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Klingman & Associates, LLC
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Nomura Holdings Inc
|
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|
SOUTH STATE Corp
|
|
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Credit Agricole S A
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
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|
Jpmorgan Chase & Co
|
|
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|
|
|
Partnership Wealth Management, LLC
|
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|
Hanlon Investment Management, Inc.
|
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|
American Capital Advisory, LLC
|
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|
DT Investment Partners, LLC
|
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|
Bank Of Nova Scotia
|
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|
Kmg Fiduciary Partners, Llc
|
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|
Chapin Davis, Inc.
|
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|
Amalgamated Bank
|
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|
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|
Mb, Levis & Associates, Llc
|
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|
VeraBank, N.A.
|
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|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
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|
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Thompson Siegel & Walmsley Llc
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Wbh Advisory Inc
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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Patton Fund Management, Inc.
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
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Alliancebernstein L.p.
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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KFA Private Wealth Group, LLC
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Rockefeller Capital Management L.P.
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Financial Sense Advisors, Inc.
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Us Bancorp \de\
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Kelman-Lazarov, Inc.
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Salem Investment Counselors Inc
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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State of New Jersey Common Pension Fund D
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Keystone Financial Group, Inc.
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Assenagon Asset Management S.A.
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Anchor Investment Management, LLC
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
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TFC Financial Management
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Flaharty Asset Management, LLC
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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Raymond James Financial Inc
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MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
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HBK Sorce Advisory LLC
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Murphy Pohlad Asset Management LLC
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Aberdeen Standard Global Infrastructure Income Fund
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Insigneo Advisory Services, Llc
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Quadrant Capital Group Llc
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Birch Hill Investment Advisors LLC
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Toroso Investments, LLC
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Klingenstein Fields & Co Lp
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Cypress Capital Group
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St. Clair Advisors, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
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Lombard Odier Asset Management (USA) Corp
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Gratus Wealth Advisors, LLC
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Principal Securities, Inc.
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Hardin Capital Partners, LLC
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Hartford Financial Management Inc.
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Empowered Funds, LLC
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Regent Peak Wealth Advisors LLC
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PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
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MidWestOne Financial Group, Inc.
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
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Kingswood Wealth Advisors, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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MASTERINVEST Kapitalanlage GmbH
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Kentucky Retirement Systems Insurance Trust Fund
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Advisors Asset Management, Inc.
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
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TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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BOK Financial Private Wealth, Inc.
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Solstein Capital, LLC
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Archer Investment Corp
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Td Asset Management Inc
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Graves-Light Private Wealth Management, Inc.
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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Pathstone Holdings, LLC
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Chicago Capital, LLC
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Indiana Trust & Investment Management CO
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Dakota Wealth Management
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Bangor Savings Bank
|
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Wealthfront Advisers Llc
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Cantor Fitzgerald Investment Adviser L.p.
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Sivia Capital Partners, LLC
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