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Keynote Financial Services Llc
|
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3Chopt Investment Partners, LLC
|
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Nadler Financial Group, Inc.
|
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Prosperity Financial Group, Inc.
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Capital Investment Advisors, LLC
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
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|
|
Cim Investment Mangement Inc
|
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|
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|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
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|
Sky Investment Group LLC
|
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|
New York State Teachers Retirement System
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
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|
MONECO Advisors, LLC
|
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|
Cranbrook Wealth Management, LLC
|
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Capital Square, LLC
|
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|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Grimes & Company, Inc.
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Benjamin Edwards Inc
|
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Howe & Rusling Inc
|
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Astoria Portfolio Advisors LLC.
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Armor Investment Advisors, LLC
|
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Mindset Wealth Management, Llc
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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|
Family Legacy, Inc.
|
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Driehaus Capital Management Llc
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Colonial Trust Advisors
|
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Personal Cfo Solutions, Llc
|
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Neville Rodie & Shaw Inc
|
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Key Client Fiduciary Advisors, LLC
|
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|
Knollwood Investment Advisory, LLC
|
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Boothbay Fund Management, Llc
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Transcend Wealth Collective, Llc
|
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|
WFA of San Diego, LLC
|
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|
JDM Financial Group LLC
|
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Douglass Winthrop Advisors, LLC
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Veracity Capital LLC
|
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|
Warren Averett Asset Management, LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
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|
Beacon Financial Group
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Firestone Capital Management
|
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|
Donaldson Capital Management, Llc
|
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Ledgewood Wealth Advisors, LLC
|
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TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
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|
Amalgamated Bank
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Greenup Street Wealth Management Llc
|
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|
Vise Technologies, Inc.
|
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|
Rsm Us Wealth Management Llc
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
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|
Ubs Oconnor Llc
|
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|
Alteri Wealth LLC
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
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|
Harvest Fund Management Co., Ltd
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
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|
XML Financial, LLC
|
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|
Vinva Investment Management Ltd
|
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Piscataqua Savings Bank
|
|
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|
Resources Management Corp /ct/ /adv
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Sonata Capital Group Inc
|
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|
Trust Co of the South
|
|
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|
|
MTM Investment Management, LLC
|
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|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
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|
Islay Capital Management, Llc
|
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|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Meridian Financial, LLC
|
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|
SevenBridge Financial Group, LLC
|
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|
Saxony Capital Management, LLC
|
|
|
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|
|
Sunpointe, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
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|
|
Home Federal Bank Of Tennessee
|
|
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|
CHICAGO TRUST Co NA
|
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
|
|
Arrow Capital Pty Ltd
|
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|
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|
|
Orion Capital Management LLC
|
|
|
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|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
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|
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|
|
Mariner, LLC
|
|
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
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|
Asset Dedication, LLC
|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
Gf Fund Management Co. Ltd.
|
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|
|
Wellington Management Group Llp
|
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|
Pathstone Holdings, LLC
|
|
|
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|
HighMark Wealth Management LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
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|
|
|
|
Perritt Capital Management Inc
|
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|
|
PKS Advisory Services, LLC
|
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|
Leisure Capital Management
|
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|
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|
|
Avion Wealth
|
|
|
|
|
|
Hm Payson & Co
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
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|
|
Silvercrest Asset Management Group Llc
|
|
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|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
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|
|
Brown Miller Wealth Management, LLC
|
|
|
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|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
SageOak Financial, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Ami Asset Management Corp
|
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Pin Oak Investment Advisors Inc
|
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Cushing Renaissance Fund
|
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Jacobi Capital Management LLC
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|
Fidelis Capital Partners, LLC
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
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|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
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|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Banque Cantonale Vaudoise
|
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Mpwm Advisory Solutions, Llc
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
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Barlow Wealth Partners, Inc.
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
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R.H. Investment Group, LLC
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Centaurus Financial, Inc.
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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L2 Asset Management, LLC
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GLOBALT Investments LLC / GA
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Salem Investment Counselors Inc
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Constitution Capital LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Avestar Capital, LLC
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Octavia Wealth Advisors, LLC
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Savant Capital, LLC
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Auxano Advisors, LLC
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Verition Fund Management LLC
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Holistic Planning, LLC
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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McKinley Carter Wealth Services, Inc.
|
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|
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Profunds - Profund Vp Large-cap Value
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Sanders Morris Harris Llc
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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Chilton Capital Management Llc
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Prevail Innovative Wealth Advisors, Llc
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RFP Financial Group LLC
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Vectors Research Management, LLC
|
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
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|
Zacks Investment Management
|
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Xcel Wealth Management, LLC
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LongView Wealth Management
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SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
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Cvfg Llc
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Massmutual Trust Co Fsb/adv
|
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Beacon Capital Management, LLC
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Wealth Management Associates, Inc.
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Cornerstone Total Return Fund Inc
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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IMA Wealth, Inc.
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Johnson Financial Group, Inc.
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Millstone Evans Group, LLC
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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Old National Bancorp /in/
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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Center for Financial Planning, Inc.
|
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Fulton Bank, N.a.
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Twin Capital Management Inc
|
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Nbw Capital Llc
|
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West Bancorporation Inc
|
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Legacy Wealth Management, Inc
|
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Farther Finance Advisors, LLC
|
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|
Panagora Asset Management Inc
|
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Old Second National Bank Of Aurora
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Beacon Financial Advisory LLC
|
|
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|
Spirit Of America Management Corp/ny
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Invesco, Llc
|
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|
Midland Wealth Advisors Llc
|
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Presper Financial Architects, LLC
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
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|
Retirement Wealth Solutions LLC
|
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
Virtue Capital Management, LLC
|
|
|
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|
Waycross Partners, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Lathrop Investment Management Corp
|
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|
Puff Wealth Management, Llc
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
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|
|
Coastline Trust Co
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Magnolia Wealth Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
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Adapt Wealth Advisors, Llc
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Missouri Trust & Investment Co
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First Citizens Financial Corp
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
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Jackson, Grant Investment Advisers, Inc.
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Sigma Investment Counselors Inc
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Parkside Advisors LLC
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Stableford Capital Ii Llc
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LOM Asset Management Ltd
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OMNI 360 Wealth, Inc.
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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B. Metzler seel. Sohn & Co. AG
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Allen Mooney & Barnes Investment Advisors LLC
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one8zero8, LLC
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Gabelli Funds Llc
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Teacher Retirement System Of Texas
|
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Eastern Bank
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Nissay Asset Management Corp /japan/ /adv
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Integras Partners LLC
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Lindbrook Capital, Llc
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Philip James Wealth Mangement, LLC
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
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NewEdge Wealth, LLC
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Thomas Story & Son Llc
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Advantage Trust Co
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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CIBC Asset Management Inc
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BCR Wealth Strategies, LLC
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Jfs Wealth Advisors, Llc
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Flagship Wealth Advisors, Llc
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VCAAX - VALIC Co I - Asset Allocation Fund
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Ambassador Advisors, LLC
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Drake & Associates, LLC
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
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Opinicus Capital, Inc.
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Nova Wealth Management, Inc.
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Scotia Capital Inc.
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FUKOKU MUTUAL LIFE INSURANCE Co
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Capital International Inc /ca/
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
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Hudson Bay Capital Management LP
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Rakuten Investment Management, Inc.
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Coppell Advisory Solutions LLC
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Keystone Financial Group
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index 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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Gilbert & Cook, Inc.
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
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Petros Family Wealth, LLC
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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CX Institutional
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FT Vest Hedged Equity Income Fund: Series A2
|
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Stonebridge Financial Planning Group, LLC
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Cambridge Investment Research Advisors, Inc.
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RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
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Cubist Systematic Strategies, LLC
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Golden State Wealth Management, LLC
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Strathmore Capital Advisors, Inc.
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
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Korea Investment CORP
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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LCM Capital Management Inc
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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REAP Financial Group, LLC
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Wilkins Miller Wealth Management, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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WMG Financial Advisors, LLC
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MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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Valley Forge Investment Consultants Inc Adv
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Spectrum Wealth Counsel, LLC
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Folger Nolan Fleming Douglas Capital Management, Inc
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Bard Financial Services, Inc.
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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Goldman Sachs Group Inc
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Walleye Trading LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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Harvey Investment Co Llc
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Hengehold Capital Management Llc
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AE Wealth Management LLC
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Access Investment Management LLC
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Vista Investment Partners Ii, Llc
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Princeton Global Asset Management LLC
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Ipswich Investment Management Co., Inc.
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Atlanta Consulting Group Advisors, LLC
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|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
FLC Capital Advisors
|
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|
V. M. Manning & Co., Inc.
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|
Kingsview Wealth Management, LLC
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|
SNS Financial Group, LLC
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|
Calamos Wealth Management LLC
|
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|
Smith, Salley & Associates
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Sunburst Financial Group, LLC
|
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|
Cetera Trust Company, N.A
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
|
Capula Management Ltd
|
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|
USS Investment Management Ltd
|
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Truvestments Capital Llc
|
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|
Blue Fin Capital, Inc.
|
|
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|
Fiduciary Alliance LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
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|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
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|
Arista Wealth Management, LLC
|
|
|
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|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
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|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
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|
Cahaba Wealth Management, Inc.
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|
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|
Visionary Wealth Advisors
|
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|
RFG Advisory, LLC
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|
Centricity Wealth Management, LLC
|
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|
Daiwa Securities Group Inc.
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|
Signature Wealth Management Group
|
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Client First Capital LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
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|
Arizona State Retirement System
|
|
|
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|
Tobam
|
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|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
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|
Stonebridge Financial Group, LLC
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
MEMBERS Trust Co
|
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|
Siemens Fonds Invest GmbH
|
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|
Mathes Company, Inc.
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GAMMA Investing LLC
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|
North Star Asset Management Inc
|
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|
Clearbridge Investments, LLC
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|
Fiduciary Trust Co
|
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|
First Financial Bankshares Inc
|
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|
ICONIQ Capital, LLC
|
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|
Advanced Asset Management Advisors Inc
|
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|
Keystone Financial Group, Inc.
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|
Gerber, Llc
|
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|
Integris Wealth Management, LLC
|
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|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
|
|
|
Regent Peak Wealth Advisors LLC
|
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|
|
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|
Huntleigh Advisors, Inc.
|
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|
Morton Brown Family Wealth, LLC
|
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|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
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|
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|
Farmers National Bank
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
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|
VSM Wealth Advisory, LLC
|
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|
Exchange Capital Management, Inc.
|
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Royal Fund Management, LLC
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Welch Group, LLC
|
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|
IFC Advisors LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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Jump Financial, LLC
|
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|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Patten Group, Inc.
|
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|
Gables Capital Management Inc.
|
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IAG Wealth Partners, LLC
|
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|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Advisors Preferred, LLC
|
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|
First Horizon Advisors, Inc.
|
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Wrapmanager Inc
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
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Live Oak Private Wealth LLC
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
LRI Investments, LLC
|
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|
Trajan Wealth LLC
|
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|
Ontario Teachers Pension Plan Board
|
|
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|
Mawer Investment Management Ltd.
|
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Y.D. More Investments Ltd
|
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|
4wealth Advisors, Inc.
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
Bedel Financial Consulting, Inc.
|
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|
Eventide Asset Management, Llc
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
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|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
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|
|
HighTower Advisors, LLC
|
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|
First Manhattan Co
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
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|
Flaharty Asset Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
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Sheets Smith Wealth Management
|
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|
New York State Common Retirement Fund
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Kingsman Wealth Management, Inc.
|
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|
Acadian Asset Management Llc
|
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|
Simmons Bank
|
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|
Holos Integrated Wealth LLC
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|
Leelyn Smith, LLC
|
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|
Pine Haven Investment Counsel, Inc
|
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CFS Investment Advisory Services, LLC
|
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Fca Corp /tx
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Parthenon Llc
|
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|
D.a. Davidson & Co.
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Montecito Bank & Trust
|
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|
Delta Financial Group, Inc.
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Mainsail Asset Management, Llc
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Journey Advisory Group, LLC
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Sterling Wealth Management, Inc.
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|
Telos Capital Management, Inc.
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Capital Investment Counsel, Inc
|
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|
Texas Permanent School Fund
|
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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Fifth Third Wealth Advisors LLC
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Rossby Financial, LCC
|
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Hodges Capital Management Inc.
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ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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Anchor Capital Advisors Llc
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Carnegie Capital Asset Management, LLC
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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Maven Securities LTD
|
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Campion Asset Management LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Nuveen Core Equity Alpha Fund
|
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Prospera Financial Services Inc
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Archetype Wealth Partners
|
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DiNuzzo Private Wealth, Inc.
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CIBC Private Wealth Group, LLC
|
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Warwick Investment Management, Inc.
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Kennebec Savings Bank
|
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Schaper Benz & Wise Investment Counsel Inc/wi
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NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Concord Asset Management, LLC/VA
|
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DDD Partners, LLC
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Ardent Capital Management, Inc.
|
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Cohen & Steers, Inc.
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Acropolis Investment Management, LLC
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Old Point Trust & Financial Services N A
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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Davidson Investment Advisors
|
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SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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|
Koss-Olinger Consulting, LLC
|
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|
Vestcor Inc
|
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SkyOak Wealth, LLC
|
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Carret Asset Management, Llc
|
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Consolidated Planning Corp
|
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Asahi Life Asset Management Co., Ltd.
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Silvant Capital Management LLC
|
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Smith, Moore & Co.
|
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Oak Harbor Wealth Partners, Llc
|
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|
Tortoise Investment Management, LLC
|
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S.A. Mason LLC
|
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YANKCOM Partnership
|
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Allred Capital Management, LLC
|
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Searcy Financial Services Inc /adv
|
|
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|
Lebenthal Global Advisors, LLC
|
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|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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|
Harbour Trust & Investment Management Co
|
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|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
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|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
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|
Financial Perspectives, Inc
|
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|
Brandywine Global Investment Management, LLC
|
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Interval Partners, LP
|
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|
Merit Financial Group, LLC
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Wynn Capital, LLC
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
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|
|
Envestnet Asset Management Inc
|
|
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|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
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|
Camelot Portfolios, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Bmc Fund Inc
|
|
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|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Wela Strategies, Inc.
|
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|
Financial Security Advisor, Inc.
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
West Family Investments, Inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
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Hickory Point Bank & Trust
|
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|
Brighton Jones Llc
|
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|
Firethorn Wealth Partners, Llc
|
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|
Ameriprise Financial Inc
|
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Marshall Financial Group LLC
|
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|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
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|
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|
BIP Wealth, LLC
|
|
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|
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|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Wedgewood Investors Inc /pa/
|
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|
Bailard, Inc.
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Virginia Wealth Management Group, Inc.
|
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Ancora Advisors, LLC
|
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Hara Capital LLC
|
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Resona Asset Management Co.,Ltd.
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Glass Wealth Management Co LLC
|
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|
Linden Thomas Advisory Services, LLC
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Proffitt & Goodson Inc
|
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|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
ProShare Advisors LLC
|
|
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|
SRS Capital Advisors, Inc.
|
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
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|
Marietta Investment Partners Llc
|
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IFM Investors Pty Ltd
|
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Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
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|
Cookson Peirce & Co Inc
|
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|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
GPS Wealth Strategies Group, LLC
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Venturi Wealth Management, LLC
|
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Community Bank of Raymore
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Acima Private Wealth, Llc
|
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|
Rench Wealth Management, Inc.
|
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ProVise Management Group, LLC
|
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|
Callan Family Office, LLC
|
|
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|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
Tributary Capital Management, LLC
|
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|
Longview Financial Advisors, Inc.
|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
|
Wellington Shields Capital Management, LLC
|
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|
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|
Hemington Wealth Management
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
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|
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|
|
Vident Advisory, LLC
|
|
|
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|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
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|
Axa S.a.
|
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|
Financial Advocates Investment Management
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
Fortress Private Ledger, Llc
|
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|
|
RB Capital Management, LLC
|
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|
Inspire Advisors, LLC
|
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|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
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|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Howland Capital Management Llc
|
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|
Parallel Advisors, LLC
|
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|
Arete Wealth Advisors, LLC
|
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|
Trust Point Inc.
|
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|
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|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
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|
|
Second Half Financial Partners, LLC
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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|
Independence Bank of Kentucky
|
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|
CIBC World Markets Inc.
|
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|
Waterfront Wealth Inc.
|
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|
Investment Research & Advisory Group, Inc.
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Mallini Complete Financial Planning LLC
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Dnp Select Income Fund Inc
|
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|
White Lighthouse Investment Management Inc.
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GQG Partners LLC
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Woodstock Corp
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Eisler Capital Management Ltd.
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|
Baader Bank INC
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Beta Wealth Group, Inc.
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|
Miracle Mile Advisors, LLC
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|
Canandaigua National Bank & Trust Co
|
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|
Whipplewood Advisors, LLC
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|
LMR Partners LLP
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CapWealth Advisors, LLC
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|
Apollon Financial, LLC
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Financial Connections Group, Inc.
|
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|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
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|
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|
Rithm Capital Corp.
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|
Wills Financial Group LLC
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Acorn Wealth Advisors, LLC
|
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|
Oakworth Capital, Inc.
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|
Platform Technology Partners
|
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|
Shoker Investment Counsel, Inc.
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|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
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|
Mason & Associates Inc
|
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|
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
McIlrath & Eck, LLC
|
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|
Zullo Investment Group, Inc.
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Narwhal Capital Management
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
BCS Private Wealth Management, Inc.
|
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Wealth Enhancement Advisory Services, Llc
|
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|
Bank Of Hawaii
|
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|
LaSalle St. Investment Advisors, LLC
|
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Clean Yield Group
|
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|
J.w. Cole Advisors, Inc.
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|
Trinity Financial Advisors LLC
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
NovaPoint Capital, LLC
|
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|
O'Brien Greene & Co. Inc
|
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|
GHP Investment Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
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|
Iams Wealth Management, Llc
|
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|
Cullinan Associates Inc
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Meridian Investment Counsel Inc.
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
WASHINGTON TRUST Co
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
Albion Financial Group /ut
|
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|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
Forte Capital Llc /adv
|
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Gladstone Institutional Advisory LLC
|
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|
Compagnie Lombard Odier SCmA
|
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|
Mainstay Capital Management Llc /adv
|
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Wealth Advisory Team LLC
|
|
|
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
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|
Pavion Blue Capital, LLC
|
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|
Midwest Trust Co
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
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|
Sfmg, Llc
|
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|
Us Bancorp \de\
|
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|
Fairscale Capital, LLC
|
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|
Cassaday & Co Wealth Management LLC
|
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|
Mogy Joel R Investment Counsel Inc
|
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|
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|
TBH Global Asset Management, LLC
|
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|
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|
Nicollet Investment Management, Inc.
|
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|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
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|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
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|
|
Naples Global Advisors, Llc
|
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|
|
|
|
Credit Agricole S A
|
|
|
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|
Appleton Partners Inc/ma
|
|
|
|
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|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
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|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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|
Geometric Wealth Advisors
|
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|
Trust Co Of Virginia /va
|
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|
Quaker Wealth Management, LLC
|
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|
Uniting Wealth Partners, LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
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|
|
Detalus Advisors, LLC
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
St Germain D J Co Inc
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
Jackson Hole Capital Partners, LLC
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|
Investment Planning Advisors, Inc.
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Geode Capital Management, Llc
|
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|
Brinker Capital Investments, LLC
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Archer Investment Corp
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Berger Financial Group, Inc
|
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Shilanski & Associates, Inc.
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NewSquare Capital LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
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Institute for Wealth Management, LLC.
|
|
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
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|
Baldwin Investment Management, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
Ceredex Value Advisors LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Mbb Public Markets I Llc
|
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Advyzon Investment Management, LLC
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
E Fund Management Co., Ltd.
|
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|
Meriwether Wealth & Planning, LLC
|
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|
Argyle Capital Management Inc.
|
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|
Westend Capital Management LLC
|
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IFG Advisory, LLC
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Raymond James Financial Inc
|
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|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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|
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|
Jefferies Financial Group Inc.
|
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|
1st Source Bank
|
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|
Ilex Capital Partners (UK) LLP
|
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American Financial Advisors, LLC
|
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First United Bank Trust/
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
Legacy Wealth Asset Management, LLC
|
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Capital Asset Advisory Services LLC
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
|
Walleye Capital LLC
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Banco Santander, S.A.
|
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Arcus Capital Partners, LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
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|
Barclays Plc
|
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|
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares
|
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|
Longboard Asset Management, LP
|
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|
Accel Wealth Management
|
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|
Sawyer & Company, Inc
|
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|
SBI Securities Co., Ltd.
|
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|
MidWestOne Financial Group, Inc.
|
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Green Harvest Asset Management LLC
|
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Thoroughbred Financial Services, Llc
|
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|
Schnieders Capital Management Llc
|
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|
NorthStar Asset Management LLC /NJ/
|
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
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|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
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|
Aberdeen Wealth Management LLC
|
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|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
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|
|
Edgemoor Investment Advisors, Inc.
|
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|
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|
Delta Asset Management Llc/tn
|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
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|
|
Shell Asset Management Co
|
|
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|
|
Woodard & Co Asset Management Group Inc /adv
|
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|
|
RIA Advisory Group LLC
|
|
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|
|
Chemung Canal Trust Co
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
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|
|
Baker Avenue Asset Management, LP
|
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|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
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|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
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|
|
|
|
Cwm, Llc
|
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|
Little House Capital Llc
|
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|
Tortoise Capital Advisors, L.l.c.
|
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|
Advent Capital Management /de/
|
|
|
|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
|
|
|
Duncker Streett & Co Inc
|
|
|
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|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
|
|
|
Willis Johnson & Associates, Inc.
|
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Old Port Advisors
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
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|
Toth Financial Advisory Corp
|
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
BOS Asset Management, LLC
|
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|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
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|
Crewe Advisors LLC
|
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|
Transce3nd, LLC
|
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|
Means Investment Co., Inc.
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
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|
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|
CoreCap Advisors, LLC
|
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|
Nomura Holdings Inc
|
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|
North Capital, Inc.
|
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Maridea Wealth Management LLC
|
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|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
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|
Robbins Farley Llc
|
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|
Old North State Trust, LLC
|
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|
Southland Equity Partners LLC
|
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Capital & Planning, Llc
|
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|
Clarius Group, LLC
|
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|
USA Financial Portformulas Corp
|
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
Invesco Ltd.
|
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|
Anfield Capital Management, LLC
|
|
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|
PFW Advisors LLC
|
|
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
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|
|
Nilsine Partners, LLC
|
|
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|
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|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
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|
Point72 Asset Management, L.P.
|
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|
Ridgewood Investments LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Valued Retirements, Inc.
|
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|
|
|
|
Norris Perne & French Llp/mi
|
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|
|
|
|
Catalyst Financial Partners Llc
|
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|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
|
|
|
Los Angeles Capital Management Llc
|
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|
|
|
|
Pacitti Group Inc.
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
|
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|
Putnam Fl Investment Management Co
|
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|
Second Line Capital, LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
Jackson Thornton Asset Management, Llc
|
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|
Wealth Dimensions Group, Ltd.
|
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|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
|
|
Summit Asset Management, LLC
|
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|
|
|
|
Franklin Street Advisors Inc /nc
|
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|
Bellevue Asset Management, Llc
|
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|
Brown Financial Advisory
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
|
|
|
AGH Wealth Advisors, LLC
|
|
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|
|
|
Palisade Asset Management, LLC
|
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|
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|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
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|
|
Financial Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
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|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
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|
|
Essex LLC
|
|
|
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
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|
|
Rs Crum Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
HSTRX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Total Return Fund
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
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American National Bank
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TFR Capital, LLC.
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Cohen Klingenstein LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Oliver Lagore Vanvalin Investment Group
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Worldquant Millennium Advisors Llc
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Gateway Investment Advisers Llc
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Consolidated Portfolio Review Corp
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Peak6 Llc
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MML Series Investment Fund II - MML Equity Fund Initial Class
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Clear Street Markets Llc
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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Greenfield Savings Bank
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TD Capital Management LLC
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SageView Advisory Group, LLC
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Calton & Associates, Inc.
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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APG Asset Management N.V.
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Correct Capital Wealth Management
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Lbmc Investment Advisors, Llc
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Cerity Partners LLC
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ESL Trust Services, LLC
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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Capital Investment Advisory Services, LLC
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VCGAX - VALIC Co I - Growth & Income Fund
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We Are One Seven, LLC
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State of New Jersey Common Pension Fund D
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MAI Capital Management
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Hanson & Doremus Investment Management
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Advisory Alpha, LLC
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WPG Advisers, LLC
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Laurion Capital Management LP
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Rockline Wealth Management, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Marshall Wace, Llp
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Valley Brook Capital Group, Inc.
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Advisors Asset Management, Inc.
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Resolute Wealth Strategies, LLC
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Proathlete Wealth Management Llc
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HF Advisory Group, LLC
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Brookwood Investment Group LLC
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Patrick Mauro Investment Advisor, INC.
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Values First Advisors, Inc.
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Mcrae Capital Management Inc
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Stephens Inc /ar/
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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HBW Advisory Services LLC
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Axxcess Wealth Management, Llc
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Northern Oak Wealth Management Inc
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Foundations Investment Advisors, LLC
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Marcum Wealth, LLC
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Truist Financial Corp
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Your Advocates Ltd., LLP
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Aurdan Capital Management, LLC
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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Magnolia Capital Advisors Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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Kcm Investment Advisors Llc
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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David J Yvars Group
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Jaffetilchin Investment Partners, LLC
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
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Garda Capital Partners Lp
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Laffer Investments
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Woodline Partners LP
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Elite Financial, Inc.
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Penobscot Investment Management Company, Inc.
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Advisors Management Group Inc /adv
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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New Hampshire Trust
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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Kovack Advisors, Inc.
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Versant Capital Management, Inc
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Walkner Condon Financial Advisors LLC
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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Violich Capital Management, Inc.
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Stone House Investment Management, LLC
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Yousif Capital Management, Llc
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Waterloo Capital, L.P.
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TCG Advisory Services, LLC
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Quadrature Capital Ltd
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
Mirador Capital Partners LP
|
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|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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|
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|
Cherry Tree Wealth Management, LLC
|
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|
Congress Wealth Management LLC / DE /
|
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|
CAPROCK Group, Inc.
|
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CVA Family Office, LLC
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Verus Capital Partners, Llc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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NEOS Investment Management LLC
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Rockefeller Capital Management L.P.
|
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|
Bourne Lent Asset Management Inc
|
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|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
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|
Huber Capital Management LLC
|
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|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
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|
|
First Trust Advisors Lp
|
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|
L.m. Kohn & Company
|
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|
Country Trust Bank
|
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|
First Command Advisory Services, Inc.
|
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|
Wedmont Private Capital
|
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|
Maripau Wealth Management Llc
|
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|
Crawford Investment Counsel Inc
|
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|
Kentucky Trust Co
|
|
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
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|
Spirepoint Private Client, Llc
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
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|
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|
Lcnb Corp
|
|
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|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
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|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
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|
|
Lazard Asset Management Llc
|
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|
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|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
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|
Morgan Dempsey Capital Management Llc
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|
