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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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BKD Wealth Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Neville Rodie & Shaw Inc
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CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
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Private Wealth Management Group, LLC
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Hsbc Holdings Plc
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
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Anfield Capital Management, LLC
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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|
Centennial Bank/AR/
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Cibc World Markets Corp
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Planning Alternatives Ltd /adv
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Strs Ohio
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Susquehanna International Group, Llp
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Colonial Trust Advisors
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
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SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Mosaic Family Wealth Partners, Llc
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Varma Mutual Pension Insurance Co
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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DAVENPORT & Co LLC
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Cornerstone Wealth Management, LLC
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OmniStar Financial Group, Inc.
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Cross Staff Investments Inc
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Soltis Investment Advisors LLC
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Bleakley Financial Group, LLC
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Norinchukin Bank, The
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EP Wealth Advisors, Inc.
|
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Financial Advocates Investment Management
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Adviser Investments LLC
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Cascade Investment Advisors, Inc.
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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PMV Capital Advisers, LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
Pnc Financial Services Group, Inc.
|
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Marino, Stram & Associates Llc
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Sheaff Brock Investment Advisors, LLC
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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Members Capital Advisors Inc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Lummis Asset Management, LP
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
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Robeco Institutional Asset Management B.V.
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Weatherly Asset Management L. P.
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
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Zhang Financial LLC
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Investment Research & Advisory Group, Inc.
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Harbor Capital Advisors, Inc.
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
State Of Michigan Retirement System
|
|
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|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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Eastern Bank
|
|
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Vestmark Advisory Solutions, Inc.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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|
Edmond De Rothschild Holding S.a.
|
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IFG Advisory, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Bnp Paribas Arbitrage, Sa
|
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|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
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Nbt Bank N A /ny
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Close Asset Management Ltd
|
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Tevis Investment Management
|
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Gamco Investors, Inc. Et Al
|
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J. Safra Sarasin Holding AG
|
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NorthRock Partners, LLC
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Beaird Harris Wealth Management, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
Jones Financial Companies Lllp
|
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Vermillion & White Wealth Management Group, LLC
|
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Clean Yield Group
|
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|
Elo Mutual Pension Insurance Co
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Brown Advisory Inc
|
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|
Ascent Group, LLC
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
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|
|
Good Life Advisors, LLC
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
LifePlan Financial, LLC
|
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|
Verition Fund Management LLC
|
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|
Meridian Financial Partners LLC
|
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|
Tritonpoint Wealth, Llc
|
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|
Citadel Advisors Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
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|
Belmont Capital, LLC
|
|
|
|
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|
Janney Montgomery Scott LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hook Mill Capital Partners, LP
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
First Financial Corp /in/
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Gabelli Equity Trust Inc
|
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Prospector Partners Llc
|
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Financial Management Professionals, Inc.
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Gilliland Jeter Wealth Management LLC
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|
Hemenway Trust Co LLC
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Teacher Retirement System Of Texas
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
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Wellington Shields & Co., LLC
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Gulf International Bank (UK) Ltd
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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ICONIQ Capital, LLC
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
Citadel Investment Advisory, Inc.
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Skopos Labs, Inc.
|
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State of New Jersey Common Pension Fund D
|
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|
VELA Funds - VELA Income Opportunities Fund Class A
|
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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Financial Freedom, LLC
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Sandy Spring Bank
|
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Sunbelt Securities, Inc.
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Vestor Capital, Llc
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Bath Savings Trust Co
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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Roundview Capital LLC
|
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Weiss Asset Management LP
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Massachusetts Financial Services Co /ma/
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Sage Private Wealth Group, Llc
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
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|
Savvy Advisors, Inc.
|
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North Ridge Wealth Advisors, Inc.
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Silvercrest Asset Management Group Llc
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Park Square Financial Group, LLC
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Newton One Investments LLC
|
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Ameritas Advisory Services, LLC
|
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WealthPlan Investment Management, LLC
|
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Morris Financial Concepts, Inc.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Sterling Investment Advisors, Ltd.
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Sowell Financial Services LLC
|
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|
Group One Trading, L.p.
|
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Altrius Capital Management Inc
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Kingsview Wealth Management, LLC
|
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United Bank
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Elgethun Capital Management
|
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UBS Group AG
|
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Oliver Lagore Vanvalin Investment Group
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
Argonautica Private Wealth Management, Inc
|
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|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
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|
Eisler Capital Management Ltd.
|
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New Age Alpha Advisors, LLC
|
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Cincinnati Indemnity Co
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
Staley Capital Advisers Inc
|
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|
Tobam
|
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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SP Asset Management LLC
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AMG National Trust Bank
|
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Humankind Investments LLC
|
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Johnson & White Wealth Management, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Shelton Capital Management
|
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|
Swisher Financial Concepts, Inc.
|
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Dover Advisors, Llc
|
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Compagnie Lombard Odier SCmA
|
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Nomura Holdings Inc
|
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Romano Brothers And Company
|
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Northern Oak Wealth Management Inc
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
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|
Cascade Financial Partners, LLC
|
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|
Jpmorgan Chase & Co
|
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|
Barrett & Company, Inc.
|
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|
National Pension Service
|
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|
Sapient Capital Llc
|
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|
MetLife Investment Management, LLC
|
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|
Mather Group, Llc.
|
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|
Cetera Investment Advisers
|
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|
Asset Advisors Investment Management, LLC
|
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|
JCIC Asset Management Inc.
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
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|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Nuveen, LLC
|
|
|
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|
BlackRock, Inc.
|
|
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
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|
Howard Capital Management Inc.
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
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|
MainStreet Investment Advisors LLC
|
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|
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|
Dearborn Partners Llc
|
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Holowesko Partners Ltd.
|
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|
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
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|
Avantax Planning Partners, Inc.
|
|
|
|
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|
Wolff Wiese Magana Llc
|
|
|
|
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|
Bank of New York Mellon Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
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|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
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|
|
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|
Baader Bank INC
|
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|
Rockefeller Capital Management L.P.
|
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|
Manufacturers Life Insurance Company, The
|
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|
|
|
Financial Connections Group, Inc.
|
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|
Gitterman Wealth Management, LLC
|
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|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
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|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
CIBC World Markets Inc.
|
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|
Cassaday & Co Wealth Management LLC
|
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|
Ilex Capital Partners (UK) LLP
|
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|
|
|
|
NWF Advisory Services Inc.
|
|
|
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|
|
Asio Capital, LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Cortland Associates Inc/mo
|
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|
Truist Financial Corp
|
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|
Bremer Bank National Association
|
|
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|
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|
Boltwood Capital Management
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
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|
Moneta Group Investment Advisors Llc
|
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B&l Asset Management Llc
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
Gables Capital Management Inc.
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Sierra Ocean, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
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|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
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|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
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|
Kentucky Trust Co
|
|
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|
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|
Value Partners Investments Inc.
|
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|
Magellan Asset Management Ltd
|
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|
Steel Peak Wealth Management LLC
|
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|
|
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|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
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|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Souders Financial Advisors
|
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Arrowstreet Capital, Limited Partnership
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Citizens & Northern Corp
|
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|
National Bank Of Canada /fi/
|
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Richard Bernstein Advisors LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
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|
|
|
Ellenbecker Investment Group
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Van Eck Associates Corp
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Toth Financial Advisory Corp
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Walleye Capital LLC
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Hanson & Doremus Investment Management
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Vivaldi Capital Management, LLC
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Pittenger & Anderson Inc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Murphy & Mullick Capital Management Corp
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
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Pettyjohn, Wood & White, Inc
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Union Bancaire Privee, UBP SA
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Lazard Asset Management Llc
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Verus Financial Partners, Inc.
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Sunbeam Capital Management, LLC
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Rsm Us Wealth Management Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Umpqua Bank
|
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XML Financial, LLC
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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O'shaughnessy Asset Management, Llc
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Kanawha Capital Management Llc
|
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Capital Analysts, Inc.
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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|
GHP Investment Advisors, Inc.
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Hartford Financial Management Inc.
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Mv Capital Management, Inc.
|
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Aviso Wealth Management
|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
Capital Asset Advisory Services LLC
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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Klp Kapitalforvaltning As
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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Ferguson Wellman Capital Management, Inc
|
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Ridgecrest Wealth Partners, Llc
|
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Foyston, Gordon, & Payne Inc
|
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Burling Wealth Partners, Llc
|
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Center for Financial Planning, Inc.
|
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Mitchell Sinkler & Starr/pa
|
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Beese Fulmer Investment Management, Inc.
|
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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Stratos Wealth Partners, LTD.
|
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King Wealth
|
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Davidson Trust Co
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Yoffe Investment Management, LLC
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PFW Advisors LLC
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Longfellow Investment Management Co Llc
|
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Terra Nova Asset Management LLC
|
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|
JNBA Financial Advisors
|
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Barlow Wealth Partners, Inc.
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
Smallwood Wealth Investment Management, LLC
|
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Cape Cod Five Cents Savings Bank
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Alliancebernstein L.p.
|
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Evelyn Partners Asset Management Ltd
|
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|
WFA of San Diego, LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
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|
Morton Brown Family Wealth, LLC
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
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|
|
Global Retirement Partners, LLC
|
|
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|
FT Vest Total Return Income Fund: Series B1
|
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|
Great Lakes Advisors, Llc
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
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|
|
Burford Brothers, Inc.
|
|
|
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|
ASR Vermogensbeheer N.V.
|
|
|
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|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
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|
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|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
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|
First Affirmative Financial Network
|
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Fulton Bank, N.a.
|
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Exencial Wealth Advisors, Llc
|
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|
Aua Capital Management, Llc
|
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|
Gts Securities Llc
|
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|
Bridge Creek Capital Management LLC
|
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|
Samalin Investment Counsel, LLC
|
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MONECO Advisors, LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Hall Capital Management Co Inc
|
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|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
Farmers & Merchants Trust Co of Long Beach
|
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Raleigh Capital Management Inc.
|
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|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
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|
Kovack Advisors, Inc.
|
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Benjamin Edwards Inc
|
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King Luther Capital Management Corp
|
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Rogco, Lp
|
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Legacy Bridge, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
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|
|
Stephens Inc /ar/
|
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|
Invesco Ltd.
|
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Clear Creek Financial Management, LLC
|
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
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|
Baldwin Investment Management, LLC
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
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|
National Asset Management, Inc.
|
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|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
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|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
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|
Ransom Advisory, Ltd
|
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|
Td Private Client Wealth Llc
|
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Simon Quick Advisors, Llc
|
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Vista Cima Wealth Management LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
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|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Fiduciary Financial Group, Llc
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
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|
Wsfs Capital Management, Llc
|
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|
Mariner, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
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|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
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|
International Private Wealth Advisors LLC
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
First Interstate Bank
|
|
|
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|
|
First American Trust, Fsb
|
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|
Midwest Trust Co
|
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
|
|
|
Norges Bank
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
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|
|
SageView Advisory Group, LLC
|
|
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|
Aqr Capital Management Llc
|
|
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|
|
Harris Associates L P
|
|
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|
|
SCS Capital Management LLC
|
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
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|
|
Summit Wealth Partners, LLC
|
|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
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|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
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|
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|
|
World Equity Group, Inc.
|
|
|
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|
|
VSM Wealth Advisory, LLC
|
|
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Hikari Tsushin, Inc.
|
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|
Sumitomo Life Insurance Co
|
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
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|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
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|
AdvisorNet Financial, Inc
|
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|
California State Teachers Retirement System
|
|
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|
Oregon Pacific Wealth Management, LLC
|
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|
Cladis Investment Advisory, LLC
|
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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|
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|
Ally Financial Inc.
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
LPL Financial LLC
|
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|
Breed's Hill Capital LLC
|
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Teachers Retirement System Of The State Of Kentucky
|
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|
Accurate Wealth Management, LLC
|
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|
Lee Danner & Bass Inc
|
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|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
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|
Wealth Group, Ltd.
|
|
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
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|
Bnp Paribas
|
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|
Neuberger Berman Group LLC
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Financial Security Advisor, Inc.
|
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Estabrook Capital Management
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
Johnson Financial Group, Inc.
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
Beta Wealth Group, Inc.
|
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Horizon Investments, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
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Pflug Koory, LLC
|
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Hemington Wealth Management
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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Rbo & Co Llc
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Employees Retirement System of Texas
|
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|
|
Clough Capital Partners L P
|
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|
Atlantic Union Bankshares Corp
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
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|
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|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
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|
Aptus Capital Advisors, LLC
|
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|
AE Wealth Management LLC
|
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|
Goodman Advisory Group, LLC
|
|
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
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|
|
1st Source Bank
|
|
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|
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|
Ipswich Investment Management Co., Inc.
|
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49 Wealth Management, Llc
|
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|
Carson Advisory Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
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|
|
Private Trust Co Na
|
|
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|
Cresset Asset Management, LLC
|
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|
Spirepoint Private Client, Llc
|
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|
Strategy Asset Managers Llc
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
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|
|
Resonant Capital Advisors, LLC
|
|
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|
|
Keystone Financial Group
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Granite Investment Partners, LLC
|
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|
Charter Research & Investment Group, Inc.
|
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|
GeoWealth Management, LLC
|
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|
Zrc Wealth Management, Llc
|
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|
RMB Capital Management, LLC
|
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|
Arvest Bank Trust Division
|
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
|
Avestar Capital, LLC
|
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|
Intrua Financial, LLC
|
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|
CIBC Asset Management Inc
|
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|
Cohen & Steers, Inc.
|
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|
GSB Wealth Management, LLC
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
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|
|
Everhart Financial Group, Inc.
|
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|
First Long Island Investors, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Scotia Capital Inc.
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Private Wealth Asset Management, LLC
|
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|
Rise Advisors, LLC
|
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|
Bradley Foster & Sargent Inc/ct
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|
Parkworth Wealth Management, Inc.
|
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|
Wbi Investments, Inc.
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Seacrest Wealth Management, Llc
|
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|
|
State of Alaska, Department of Revenue
|
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|
|
Tranquility Partners, LLC
|
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|
Venture Visionary Partners LLC
|
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|
Country Trust Bank
|
|
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|
Pallas Capital Advisors LLC
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
|
|
QGMIX - AQR Funds - AQR Global Macro Fund Class I
|
|
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
S&t Bank/pa
|
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|
Toronto Dominion Bank
|
|
|
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|
Shum Financial Group, Inc.
|
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GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
Morgan Stanley
|
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|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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|
NEOS Investment Management LLC
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
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|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
Delta Investment Management, LLC
|
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|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
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|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
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|
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|
|
Everence Capital Management Inc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
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Prairie Sky Financial Group LLC
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Fiduciary Group LLC
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PBMares Wealth Management LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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TFC Financial Management
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Greenleaf Trust
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Bessemer Group Inc
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Sky Investment Group LLC
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Prudential Plc
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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KLCM Advisors, Inc.
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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Fairman Group, LLC
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Dynamic Wealth Strategies, LLC
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Acadian Asset Management Llc
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Adage Capital Partners Gp, L.l.c.
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FT Vest Total Return Income Fund: Series A4
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Bridgewater Associates, LP
|
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Plancorp, LLC
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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Capital Research Global Investors
|
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|
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|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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Breakwater Investment Management
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Landaas & Co /wi /adv
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Wells Fargo & Company/mn
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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Kiker Wealth Management, LLC
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Bingham Private Wealth, Llc
|
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Stratos Wealth Advisors, LLC
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Capital International Inc /ca/
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Auxier Asset Management
|
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Triangle Securities Wealth Management
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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StoneX Group Inc.
|
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Apexium Financial, Lp
|
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QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
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Mach-1 Financial Group, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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LVW Advisors, LLC
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Avion Wealth
|
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Golden State Wealth Management, LLC
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Orrstown Financial Services Inc
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Armstrong Advisory Group, Inc
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AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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International Assets Investment Management, Llc
|
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Truvestments Capital Llc
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Carnegie Capital Asset Management, LLC
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Newport Trust Co
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Moody Lynn & Lieberson, Llc
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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BOK Financial Private Wealth, Inc.
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Canada Pension Plan Investment Board
|
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Bdf-gestion
|
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RIA Advisory Group LLC
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Northwestern Mutual Investment Management Company, Llc
|
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Ameritas Investment Partners, Inc.
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Lipe & Dalton
|
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3Chopt Investment Partners, LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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Soundwatch Capital LLC
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Park Avenue Securities Llc
|
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Hills Bank & Trust Co
|
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Syon Capital Llc
|
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VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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Gwn Securities Inc.
|
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Sonora Investment Management Group, LLC
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Raab & Moskowitz Asset Management LLC
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Pingora Partners LLC
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Northwest & Ethical Investments L.P.
|
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Cidel Asset Management Inc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
Ieq Capital, Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Core Alternative Capital
|
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|
DeDora Capital, Inc.
|
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Bbr Partners, Llc
|
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Burney Co/
|
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Cigna Investments Inc /new
|
|
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Trifecta Capital Advisors, LLC
|
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|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Financial Perspectives, Inc
|
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|
Alerus Financial Na
|
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|
American Century Companies Inc
|
|
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Syntax Research, Inc.
|
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|
Hager Investment Management Services, Llc
|
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|
HF Advisory Group, LLC
|
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|
Spire Wealth Management
|
|
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
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|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
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|
|
Heritage Trust Co
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
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Financial Advisory Corp /ut/ /adv
|
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GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
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|
Glen Eagle Advisors, LLC
|
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|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
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|
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|
PFS Partners, LLC
|
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|
LGT Group Foundation
|
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West Michigan Advisors, Llc
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JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
BIP Wealth, LLC
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Smartleaf Asset Management LLC
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Inceptionr Llc
|
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Parsons Capital Management Inc/ri
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
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|
Advisors Asset Management, Inc.
|
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First Business Financial Services, Inc.
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Prestige Wealth Management Group LLC
|
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Gladstone Institutional Advisory LLC
|
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Wakefield Asset Management LLLP
|
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FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Joel Isaacson & Co., LLC
|
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Peachtree Investment Partners, LLC
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
|
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Red Door Wealth Management, LLC
|
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JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
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|
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Bourgeon Capital Management Llc
|
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Edgar Lomax Co/va
|
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Old Point Trust & Financial Services N A
|
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First City Capital Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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City Holding Co
|
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Next Capital Management LLC
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Onefund, Llc
|
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Pavion Blue Capital, LLC
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Avanza Fonder AB
|
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Principal Financial Group Inc
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
Berger Financial Group, Inc
|
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|
Ramirez Asset Management, Inc.
|
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Aureus Asset Management, LLC
|
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|
Credit Agricole S A
|
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Nova Wealth Management, Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Cerity Partners LLC
|
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E Fund Management Co., Ltd.
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Formidable Asset Management, LLC
|
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|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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|
Vestcor Inc
|
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|
Parvin Asset Management, LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Anchor Investment Management, LLC
|
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RiverGlades Family Offices LLC
|
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|
Mmbg Investment Advisors Co.
|
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Wedbush Securities Inc
|
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|
Portside Wealth Group, LLC
|
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Fidelis Capital Partners, LLC
|
|
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|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
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|
Bank of Jackson Hole Trust
|
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|
Dynamic Advisor Solutions LLC
|
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|
Addison Advisors LLC
|
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|
Crawford Investment Counsel Inc
|
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|
Valicenti Advisory Services Inc
|
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|
Schmidt P J Investment Management Inc
|
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Brown Shipley& Co Ltd
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
|
Savant Capital, LLC
|
|
|
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|
IFG Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
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|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Bronte Capital Management Pty Ltd.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Global Value Investment Corp.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Main Street Group, LTD
|
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|
Ronald Blue Trust, Inc.
|
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|
|
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|
TBH Global Asset Management, LLC
|
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|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Boyar Asset Management Inc.
|
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|
Ridgepath Capital Management LLC
|
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|
Foster Group, Inc.
|
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|
|
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|
Harwood Advisory Group, LLC
|
|
|
|
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|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
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|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
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|
Peapack Gladstone Financial Corp
|
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|
Tower View Investment Management & Research LLC
|
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|
Louisiana State Employees Retirement System
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
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|
Alpha Family Trust
|
|
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
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|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
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|
GW&K Investment Management, LLC
|
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|
AA Financial Advisors, LLC
|
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|
New Hampshire Trust
|
|
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Atom Investors LP
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Marco Investment Management Llc
|
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|
Wulff, Hansen & Co.
|
|
|
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|
Maseco Llp
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
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|
Conning Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
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Sig Brokerage, Lp
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Richardson Capital Management LLC
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Sittner & Nelson, Llc
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JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
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|
Capital International Sarl
|
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Mattern Wealth Management LLC
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Convergence Financial, LLC
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|
Natixis Advisors, L.p.
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
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|
Public Employees Retirement Association Of Colorado
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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RBF Capital, LLC
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Enclave Advisors LLC
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Procyon Private Wealth Partners, LLC
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Foster Dykema Cabot & Partners, Llc
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Caption Management, LLC
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Capital World Investors
|
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St. Nicholas Private Asset Management, Inc
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Delos Wealth Advisors, LLC
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NorthCrest Asset Manangement, LLC
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Nuveen Multi-Asset Income Fund
|
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GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
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Hennessy Advisors Inc
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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NJ State Employees Deferred Compensation Plan
|
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Synovus Financial Corp
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Boston Private Wealth Llc
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Unigestion Holding SA
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Legacy Financial Advisors, Inc.
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Fire Capital Management LLC
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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Zions Bancorporation, National Association /ut/
|
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Childress Capital Advisors, Llc
|
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Profunds - Profund Vp Nasdaq-100
|
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Ar Asset Management Inc
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Wallace Advisory Group, LLC
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Wambolt & Associates, LLC
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Quantinno Capital Management LP
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Northwest Bancshares, Inc.
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Shell Asset Management Co
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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|
iA Global Asset Management Inc.
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Essex Financial Services, Inc.
|
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Simmons Bank
|
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Morton Community Bank
|
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Mpwm Advisory Solutions, Llc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
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Schechter Investment Advisors, LLC
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FineMark National Bank & Trust
|
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
Geneos Wealth Management Inc.
|
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Pathstone Holdings, LLC
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Garde Capital, Inc.
|
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Hayek Kallen Investment Management
|
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Proathlete Wealth Management Llc
|
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PMG Wealth Management, Inc.
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Foster Victor Wealth Advisors, LLC
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Rakuten Investment Management, Inc.
|
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Robinson Smith Wealth Advisors Llc
|
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HighPoint Advisor Group LLC
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Ci Investments Inc.
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Hennion & Walsh Asset Management, Inc.
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Brandywine Trust Co
|
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Cornerstone Advisors, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Amalgamated Bank
|
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DJE Kapital AG
|
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Moody National Bank Trust Division
|
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Rexford Capital Inc
|
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FSA Wealth Management LLC
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Riggs Asset Managment Co. Inc.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Sentry Investment Management Llc
|
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CHICAGO TRUST Co NA
|
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Busey Wealth Management
|
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First National Advisers, LLC
|
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|
Canandaigua National Bank & Trust Co
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
Bahl & Gaynor Inc
|
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Beacon Capital Management, LLC
|
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Daiwa Securities Group Inc.
|
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|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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|
Grassi Investment Management
|
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|
Middleton & Co Inc/ma
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
M&t Bank Corp
|
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|
Sandhill Capital Partners LLC
|
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|
Squarepoint Ops LLC
|
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IFC Advisors LLC
|
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|
Bridgewater Advisors Inc.
|
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|
Covea Finance
|
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|
Culbertson A N & Co Inc
|
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|
WealthPLAN Partners, LLC
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
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|
LGT Fund Management Co Ltd.
|
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|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
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|
|
IMA Wealth, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
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|
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|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
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|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
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|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
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Qrg Capital Management, Inc.
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Kentucky Retirement Systems
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Standard Life Aberdeen plc
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Castle Rock Wealth Management, LLC
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Callan Capital, LLC
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Addenda Capital Inc.
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Arlington Trust Co LLC
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Brookstone Capital Management
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
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London Co Of Virginia
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Livforsakringsbolaget Skandia, Omsesidigt
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Quilter Plc
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Rede Wealth, LLC
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Jarislowsky, Fraser Ltd
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Lindsell Train Ltd
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Van Hulzen Asset Management, LLC
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West Paces Advisors Inc.
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
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Trust Point Inc.
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Investmark Advisory Group LLC
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Wellington Shields Capital Management, LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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Harbor Investment Advisory, Llc
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Guidance Capital, Inc
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Equitable Holdings, Inc.
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Rafferty Asset Management, LLC
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
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Swiss National Bank
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Horizon Bancorp Inc /in/
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LRI Investments, LLC
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Prudent Man Investment Management, Inc.
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
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Trillium Asset Management, Llc
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Oppenheimer & Co Inc
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Insigneo Advisory Services, Llc
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Personal Cfo Solutions, Llc
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Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
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Intact Investment Management Inc.
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Wiley Bros.-aintree Capital, Llc
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MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
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Cincinnati Financial Corp
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Nilsine Partners, LLC
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
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Kestra Investment Management, LLC
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TAGStone Capital, Inc.
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Field & Main Bank
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Hunter Associates Investment Management Llc
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
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1620 Investment Advisors, Inc.
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Cetera Trust Company, N.A
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Brady Family Wealth, Llc
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Atlantic Trust, LLC
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Public Sector Pension Investment Board
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
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Rockwood Wealth Management, LLC
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
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Hendershot Investments Inc.
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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HCR Wealth Advisors
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HighTower Advisors, LLC
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Macquarie Group Ltd
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B. Metzler seel. Sohn & Co. AG
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Napatree Capital Llc
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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Albion Financial Group /ut
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Lombard Odier Asset Management (Switzerland) SA
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Janus Henderson Group Plc
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Forum Financial Management, LP
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Whittier Trust Co
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Weik Capital Management
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Metis Global Partners, LLC
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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Red Cedar Investment Management, Llc
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Nicholas Hoffman & Company, LLC.
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Parallel Advisors, LLC
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Tocqueville Asset Management L.p.
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Generali Investments, Management Co LLC
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Patrick Mauro Investment Advisor, INC.
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Stonebrook Private Inc.
|
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Profunds - Profund Vp Bull
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
Brandywine Global Investment Management, LLC
|
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West Bancorporation Inc
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
Jamison Private Wealth Management, Inc.
|
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|
N.E.W. Advisory Services LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Laurel Wealth Advisors LLC
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
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|
Ingalls & Snyder Llc
|
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|
Platform Technology Partners
|
|
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|
Bank Of America Corp /de/
|
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|
Allegheny Financial Group LTD
|
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|
Axim Planning & Wealth
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
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|
|
Essex Savings Bank
|
|
|
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|
|
Hilltop Holdings Inc.
|
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|
Tanglewood Legacy Advisors, LLC
|
|
|
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|
|
Everpar Advisors Llc
|
|
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|
City State Bank
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Css Llc/il
|
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|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Mattern Capital Management, Llc
|
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|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
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|
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|
Apella Capital, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
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|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
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|
|
PUREfi Wealth, LLC
|
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|
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|
|
Sovereign Financial Group, Inc.
|
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|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
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|
|
Community Financial Services Group, LLC
|
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|
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|
|
Congress Asset Management Co /ma
|
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|
|
Lighthouse Investment Partners, LLC
|
|
|
|
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|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
