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Signature Wealth Management Partners, LLC
|
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Owen LaRue, LLC
|
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|
Balboa Wealth Partners
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
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|
|
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares
|
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|
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|
Marino, Stram & Associates Llc
|
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|
Chemung Canal Trust Co
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
Peregrine Asset Advisers, Inc.
|
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|
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|
Cassaday & Co Wealth Management LLC
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
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|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
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|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
WealthPLAN Partners, LLC
|
|
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|
Wedmont Private Capital
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Advisors Capital Management, LLC
|
|
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|
DAVENPORT & Co LLC
|
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Resolute Advisors LLC
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Assetmark, Inc
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Insight Advisors, LLC/ PA
|
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Williamson Legacy Group, LLC
|
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|
Thompson Davis & Co., Inc.
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Edge Financial Advisors LLC
|
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Parkworth Wealth Management, Inc.
|
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|
D. E. Shaw & Co., Inc.
|
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V2 Financial group LLC
|
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Avion Wealth
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Principal Securities, Inc.
|
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|
First Merchants Corp
|
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ETF Store, Inc.
|
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Pin Oak Investment Advisors Inc
|
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Cottonwood Capital Advisors, Llc
|
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|
Pnc Financial Services Group, Inc.
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Concorde Asset Management, LLC
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Aries Wealth Management
|
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|
Alpine Bank Wealth Management
|
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Stephens Inc /ar/
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
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|
Successful Portfolios LLC
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Orca Investment Management, LLC
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|
Penserra Capital Management LLC
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Keyvantage Wealth, Llc
|
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JTC Employer Solutions Trusteee Ltd
|
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|
Sandy Spring Bank
|
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|
St. Johns Investment Management Company, LLC
|
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|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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Sterling Investment Advisors, Ltd.
|
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10Elms LLP
|
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Whittier Trust Co
|
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|
Foundations Investment Advisors, LLC
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Berger Financial Group, Inc
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
D. Scott Neal, Inc.
|
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|
Alexander Labrunerie & Co., Inc.
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
NewEdge Wealth, LLC
|
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|
ERTS Wealth Advisors, LLC
|
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|
IAM Advisory, LLC
|
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|
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF
|
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|
Perpetual Ltd
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
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|
Parkside Financial Bank & Trust
|
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|
Howard Capital Management Inc.
|
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|
Emerald Investment Partners, Llc
|
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|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
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|
Silicon Valley Capital Partners
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
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|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
TOKE - Cambria ETF Trust - Cambria Cannabis ETF
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Bridgewater Associates, LP
|
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Cascade Financial Partners, LLC
|
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GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Mechanics Financial Corp
|
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|
Mesirow Financial Investment Management, Inc.
|
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Marshall Wace, Llp
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Zrc Wealth Management, Llc
|
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|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Buckhead Capital Management Llc
|
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|
Scarborough Advisors, LLC
|
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|
Keystone Financial Planning, Inc.
|
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|
Blue Rock Wealth Management LLC
|
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|
Van Hulzen Asset Management, LLC
|
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|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
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|
Coastwise Capital Group, LLC
|
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|
Hodges Capital Management Inc.
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Barry Investment Advisors, LLC
|
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|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
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|
Wealth Management Associates, Inc.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Vermillion Wealth Management, Inc.
|
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Wellington Shields & Co., LLC
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Mbb Public Markets I Llc
|
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|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
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Greenleaf Trust
|
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|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Blankinship & Foster, LLC
|
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Everpar Advisors Llc
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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|
Basso Capital Management, L.p.
|
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180 Wealth Advisors, Llc
|
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CFO4Life Group, LLC
|
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|
Moody Lynn & Lieberson, Llc
|
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CarsonAllaria Wealth Management, Ltd.
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
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Clg Llc
|
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Hilltop Partners LLC
|
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Hilltop Holdings Inc.
|
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Detalus Advisors, LLC
|
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Washington Trust Bank
|
|
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|
Prestige Wealth Management Group LLC
|
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|
Trust Co Of Virginia /va
|
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|
Xponance, Inc.
|
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Trifecta Capital Advisors, LLC
|
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Wealth Dimensions Group, Ltd.
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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|
Measured Risk Portfolios, Inc.
|
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|
Cambridge Investment Research Advisors, Inc.
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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PharVision Advisers, LLC
|
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Royal London Asset Management Ltd
|
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GLOBALT Investments LLC / GA
|
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Sax Wealth Advisors, Llc
|
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|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
|
Gilliland Jeter Wealth Management LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Harbor Investment Advisory, Llc
|
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|
German American Bancorp, Inc.
|
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|
Merit Financial Group, LLC
|
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|
Cypress Wealth Services, LLC
|
|
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|
|
|
Broderick Brian C
|
|
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|
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|
Sierra Ocean, Llc
|
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
|
Breakwater Capital Group
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Sowa Financial Group, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
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|
Maryland Capital Advisors Inc.
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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|
State Of Michigan Retirement System
|
|
|
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|
|
Key Client Fiduciary Advisors, LLC
|
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|
Pensionmark Financial Group, Llc
|
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|
Fox Run Management, L.l.c.
|
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|
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|
Private Wealth Management Group, LLC
|
|
|
|
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|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
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|
Atria Investments Llc
|
|
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|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
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|
|
National Bank Of Canada /fi/
|
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|
BSW Wealth Partners
|
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|
Ti-trust, Inc
|
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|
Symphony Financial Services, Inc.
|
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|
Forza Wealth Management, LLC
|
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|
OmniStar Financial Group, Inc.
|
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|
FIL Ltd
|
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|
SCS Capital Management LLC
|
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|
American Century Companies Inc
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
|
Jain Global LLC
|
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|
Absolute Capital Management, LLC
|
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|
Schwerin Boyle Capital Management Inc
|
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|
Coppell Advisory Solutions LLC
|
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|
Ossiam
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
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|
|
ERn Financial, LLC
|
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|
Atlantic Union Bankshares Corp
|
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Finward Bancorp
|
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Patton Fund Management, Inc.
|
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LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
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|
Utah Retirement Systems
|
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|
Leisure Capital Management
|
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DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
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|
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|
Wells Trecaso Financial Group, LLC
|
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|
Credential Securities Inc.
|
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Mercer Global Advisors Inc /adv
|
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|
Woodard & Co Asset Management Group Inc /adv
|
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|
Lifestyle Asset Management, Inc.
|
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Orca Wealth Management, LLC
|
|
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|
Byrne Asset Management LLC
|
|
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|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Covestor Ltd
|
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|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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Allianz Asset Management GmbH
|
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Van Eck Associates Corp
|
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Golden State Equity Partners
|
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Ulland Investment Advisors, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
Vestcor Inc
|
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|
Itau Unibanco Holding S.A.
|
|
|
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|
Ocean Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
Millstone Evans Group, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
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|
TCG Advisory Services, LLC
|
|
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|
|
Profunds - Profund Vp Consumer Goods
|
|
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|
Cross Staff Investments Inc
|
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|
Simmons Bank
|
|
|
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|
Standard Life Aberdeen plc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
|
Elyxium Wealth, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
Koshinski Asset Management, Inc.
|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
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|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
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|
|
Gladstone Institutional Advisory LLC
|
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|
|
|
Beaumont Financial Advisors, LLC
|
|
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|
|
Carr Financial Group Corp
|
|
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|
|
United Community Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
CNBS - Amplify ETF Trust - Amplify Seymour Cannabis ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
ZIG - ETF Series Solutions - The Acquirers Fund
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
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Nwam Llc
|
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MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
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|
LPL Financial LLC
|
|
|
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
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|
|
Carnegie Capital Asset Management, LLC
|
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|
Sage Private Wealth Group, Llc
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Cambria Investment Management, L.P.
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|
Westpac Banking Corp
|
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|
Safeguard Investment Advisory Group, LLC
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|
Siemens Fonds Invest GmbH
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|
HighMark Wealth Management LLC
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|
Financial Freedom, LLC
|
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|
Tectonic Advisors Llc
|
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Fiduciary Family Office, Llc
|
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|
TOWER TRUST & INVESTMENT Co
|
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Newton One Investments LLC
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
One Capital Management, LLC
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|
Apella Capital, LLC
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|
Austin Private Wealth, LLC
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|
ARS Wealth Advisors Group, LLC
|
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|
Shell Asset Management Co
|
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|
Hoge Financial Services, Llc
|
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|
Portfolio Design Labs, LLC
|
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|
Hartford Financial Management Inc.
|
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|
Howland Capital Management Llc
|
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Orion Capital Management LLC
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
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|
Whipplewood Advisors, LLC
|
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|
Aureus Asset Management, LLC
|
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|
CWA Asset Management Group, LLC
|
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|
Delta Capital Management Llc
|
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|
Cahill Financial Advisors Inc
|
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|
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|
Ar Asset Management Inc
|
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|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
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|
Wellington Management Group Llp
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
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|
Alps Advisors Inc
|
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|
Catalyst Funds Management Pty Ltd
|
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|
Cascades Capital Asset Management, LLC
|
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|
Fishman Jay A Ltd/mi
|
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|
ESL Trust Services, LLC
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
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|
Wealthquest Corp
|
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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|
Country Club Bank /gfn
|
|
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|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
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|
Calamos Advisors LLC
|
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|
|
HBK Sorce Advisory LLC
|
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|
|
Empower Advisory Group, LLC
|
|
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|
|
CSM Advisors, LLC
|
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|
|
RMR Wealth Builders
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
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|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
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|
|
First Citizens Financial Corp
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
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|
|
|
|
Integrated Wealth Concepts LLC
|
|
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|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Marshall & Sterling Wealth Advisors Inc.
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Elmwood Wealth Management, Inc.
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Hantz Financial Services, Inc.
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First United Bank Trust/
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SS&H Financial Advisors, Inc.
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Paradigm Capital Management, LLC/NV
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Baron Silver Stevens Financial Advisors, Llc
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Private Client Services, Llc
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Blake Schutter Theil Wealth Advisors, LLC
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Hopwood Financial Services, Inc.
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Salvus Wealth Management, LLC
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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Trust Co Of Toledo Na /oh/
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TD Waterhouse Canada Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Elevated Capital Advisors, LLC
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
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Paradigm Asset Management Co Llc
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Investors Research Corp
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Intrua Financial, LLC
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North Ridge Wealth Advisors, Inc.
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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Schmidt P J Investment Management Inc
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Sheaff Brock Investment Advisors, LLC
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
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Confluence Wealth Services, Inc.
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
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Wealth Quarterback LLC
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Fairman Group, LLC
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Allie Family Office LLC
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QTR Family Wealth, LLC
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1st Source Bank
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JNBA Financial Advisors
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Advisory Services Network, LLC
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Fairscale Capital, LLC
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Islay Capital Management, Llc
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Argyle Capital Partners, LLC
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JSF Financial, LLC
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CoreFirst Bank & Trust
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Meyer Handelman Co
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Hunter Associates Investment Management Llc
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
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IMC-Chicago, LLC
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Taurus Asset Management, Llc
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Patten & Patten Inc/tn
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Aster Capital Management (DIFC) Ltd
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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Capital Management Corp /va
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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URTH - iShares, Inc. - iShares MSCI World ETF
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Hurley Capital, LLC
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St Germain D J Co Inc
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Foster Dykema Cabot & Partners, Llc
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Miller Financial Services LLC
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Purkiss Capital Advisors LLC
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EntryPoint Capital, LLC
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Strategic Financial Concepts, LLC
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Syon Capital Llc
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Prossimo Advisors, LLC
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Prairiewood Capital, LLC
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Commonwealth Equity Services, Llc
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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Amalgamated Bank
|
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Destination Wealth Management
|
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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|
M Holdings Securities, Inc.
|
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Bahl & Gaynor Inc
|
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MidWestOne Financial Group, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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Avaii Wealth Management, Llc
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
Maia Wealth LLC
|
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|
Grimes & Company, Inc.
|
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Morningstar Investment Services LLC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Krilogy Financial LLC
|
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|
Accuvest Global Advisors
|
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|
Private Wealth Asset Management, LLC
|
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|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
Sterling Investment Counsel, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Capula Management Ltd
|
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|
Platform Technology Partners
|
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|
Mma Asset Management Llc
|
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|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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|
Councilmark Asset Management, LLC
|
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|
Eq Wealth Advisors, Llc
|
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|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
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|
Invesco, Llc
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
Wsfs Capital Management, 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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|
Yacktman Asset Management Lp
|
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|
Alta Capital Management Llc/
|
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|
Samalin Investment Counsel, LLC
|
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|
San Luis Wealth Advisors LLC
|
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|
Cravens & Co Advisors, LLC
|
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|
Raymond James Financial Inc
|
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|
Magnolia Capital Advisors Llc
|
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|
Bath Savings Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
VICE - AdvisorShares Trust - AdvisorShares Vice ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
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|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
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|
|
|
Reliant Investment Partners, LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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bLong Financial, LLC
|
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|
Csenge Advisory Group
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
Summit Financial, LLC
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
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|
|
Northern Trust Corp
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
American Capital Advisory, LLC
|
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|
SevenBridge Financial Group, LLC
|
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Two Sigma Securities, Llc
|
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Emprise Bank
|
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Ntv Asset Management Llc
|
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Yoffe Investment Management, LLC
|
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Gibbs Wealth Management
|
|
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Fred Alger Management, Llc
|
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ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
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|
Gsa Capital Partners Llp
|
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|
Roman Butler Fullerton & Co
|
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|
Investment Management Corp of Ontario
|
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|
Park Place Capital Corp
|
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|
Sunbeam Capital Management, LLC
|
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Parthenon Llc
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
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|
|
Checchi Capital Advisers, LLC
|
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|
Alpha Omega Wealth Management LLC
|
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|
Syverson Strege & Co
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
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|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
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|
|
Walled Lake Planning & Wealth Management, Llc
|
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FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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|
Brown Miller Wealth Management, LLC
|
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|
Mill Capital Management, LLC
|
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|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Savant Capital, LLC
|
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|
Red Tortoise LLC
|
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Advisory Alpha, LLC
|
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TD Capital Management LLC
|
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|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
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|
Northwest Wealth Management, Llc
|
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Integrity Alliance, Llc.
|
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|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
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|
Hardin Capital Partners, LLC
|
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|
Employees Retirement System of Texas
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
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|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
IFP Advisors, Inc
|
|
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|
|
Schechter Investment Advisors, LLC
|
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|
Onefund, Llc
|
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|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
|
Foster Group, Inc.
|
|
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|
|
Tri-continental Corp
|
|
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|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
|
State of Wyoming
|
|
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|
|
F/M Investments LLC
|
|
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|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Rakuten Investment Management, Inc.
|
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|
IAG Wealth Partners, LLC
|
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|
Cito Capital Group, LLC
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
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|
WFA Asset Management Corp
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
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|
Wealthfront Advisers Llc
|
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|
SG Americas Securities, LLC
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
Wellington Shields Capital Management, LLC
|
|
|
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|
|
DiNuzzo Private Wealth, Inc.
|
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|
AdvisorShares Investments LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
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|
Fundamentun, Llc
|
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First Western Trust Bank
|
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|
Centurion Wealth Management LLC
|
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|
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|
Woodline Partners LP
|
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|
Cornerstone Wealth Management, LLC
|
|
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Denali Advisors Llc
|
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|
|
|
|
Arista Wealth Management, LLC
|
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
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|
Provenance Wealth Advisors, LLC
|
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|
Macquarie Group Ltd
|
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|
Sarver Vrooman Wealth Advisors
|
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|
Change Path, LLC
|
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|
Garda Capital Partners Lp
|
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Putnam Fl Investment Management Co
|
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Proathlete Wealth Management Llc
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XTX Topco Ltd
|
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|
Benin Management CORP
|
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DHJJ Financial Advisors, Ltd.
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Silvercrest Asset Management Group Llc
|
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Kavar Capital Partners Group, Llc
|
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Bruce G. Allen Investments, LLC
|
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Cwm, Llc
|
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|
Novak & Powell Financial Services, Inc.
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
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|
Center for Financial Planning, Inc.
|
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Jeppson Wealth Management, Llc
|
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|
Weaver Consulting Group
|
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|
Keeley-Teton Advisors, LLC
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
Strengthening Families & Communities, LLC
|
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|
NWF Advisory Services Inc.
|
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|
Sharp Financial Services, LLC
|
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|
Newman Dignan & Sheerar, Inc.
|
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|
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|
Moser Wealth Advisors, LLC
|
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|
River Street Advisors LLC
|
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|
Stevens Capital Management Lp
|
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|
Alta Advisers Ltd
|
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|
Farmers Trust Co
|
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|
Lewis Asset Management, LLC
|
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|
Arkadios Wealth Advisors
|
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|
Summit Global Investments
|
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|
Twin Tree Management, LP
|
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|
Activest Wealth Management
|
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|
Advisor OS, LLC
|
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|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
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|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
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|
Crews Bank & Trust
|
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|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
|
Valmark Advisers, Inc.
|
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|
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|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
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|
Park Square Financial Group, LLC
|
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|
Regal Investment Advisors LLC
|
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|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
|
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|
CX Institutional
|
|
|
|
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|
Doliver Advisors, Lp
|
|
|
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|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
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Spears Abacus Advisors LLC
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BlackRock, Inc.
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Avalon Trust Co
|
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Marcum Wealth, LLC
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
Capital Advisors, Ltd. LLC
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
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|
Davis R M Inc
|
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|
Acima Private Wealth, Llc
|
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|
L.m. Kohn & Company
|
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|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
|
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|
Systematic Alpha Investments, LLC
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Flagship Wealth Advisors, Llc
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PBMares Wealth Management LLC
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Calton & Associates, Inc.
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Gerber, Llc
|
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
Team Financial Group, LLC
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High Net Worth Advisory Group LLC
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Stratos Wealth Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Greenfield Savings Bank
|
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|
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|
Boreal Capital Management LLC
|
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Ashton Thomas Securities, Llc
|
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Burkett Financial Services, Llc
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Eastern Bank
|
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Kimelman & Baird, LLC
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Diversify Advisory Services, LLC
|
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|
TRUE Private Wealth Advisors
|
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|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
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|
Abacus Planning Group, Inc.
|
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Pinney & Scofield, Inc.
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Mml Investors Services, Llc
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Blair William & Co/il
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REAP Financial Group, LLC
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|
Tacita Capital Inc
|
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iA Global Asset Management Inc.
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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Spirit Of America Management Corp/ny
|
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Callahan Advisors, LLC
|
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Financial Management Professionals, Inc.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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Zullo Investment Group, Inc.
|
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Worldquant Millennium Advisors Llc
|
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Capital Insight Partners, Llc
|
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LS Investment Advisors, LLC
|
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|
Staley Capital Advisers Inc
|
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Alpha Cubed Investments, LLC
|
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Boyd Watterson Asset Management Llc/oh
|
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Cyndeo Wealth Partners, LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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|
Retirement Planning Co of New England, Inc.
|
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|
Ameriflex Group, Inc.
|
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|
Smith Chas P & Associates Pa Cpas
|
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|
First Horizon Advisors, Inc.
|
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|
Kentucky Retirement Systems
|
|
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|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
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|
VELA Investment Management, LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
CenterBook Partners LP
|
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|
Dominguez Wealth Management Solutions, Inc.
|
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|
Applied Capital LLC/FL
|
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|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
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|
Tower Research Capital LLC (TRC)
|
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|
Lloyd Advisory Services, LLC.
|
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|
EverSource Wealth Advisors, LLC
|
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|
Engineers Gate Manager LP
|
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|
Thrive Wealth Management, LLC
|
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|
Jackson Hole Capital Partners, LLC
|
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|
Thompson Investment Management, Inc.
|
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|
Birmingham Capital Management Co Inc/al
|
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|
Howard Capital Management Group, LLC
|
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|
Los Angeles Capital Management Llc
|
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|
Fluent Financial, LLC
|
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|
Leavell Investment Management, Inc.
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Primecap Management Co/ca/
|
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|
Range Financial Group LLC
|
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|
Tower View Investment Management & Research LLC
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
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|
Fidelity D & D Bancorp Inc
|
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|
Chapman Financial Group, Llc
|
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|
First Financial Corp /in/
|
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|
Wolff Financial Management Llc
|
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|
Diligent Investors, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Bellecapital International Ltd.
|
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|
WFA of San Diego, LLC
|
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|
Plimoth Trust Co Llc
|
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|
Rinkey Investments
|
|
|
|
|
|
CGC Financial Services, LLC
|
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|
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|
|
Aspiriant, Llc
|
|
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|
Centennial Bank/AR/
|
|
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|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
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|
RKL Wealth Management LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
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|
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|
Tcw Strategic Income Fund Inc
|
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|
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|
Phil A. Younker & Associates, Ltd.
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|
Cascade Investment Group, Inc.
|
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CI Private Wealth, LLC
|
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|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
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|
Aviva Plc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
William B. Walkup & Associates, Inc.
|
|
|
|
|
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
Crumly & Associates Inc.
|
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|
Ipswich Investment Management Co., Inc.
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Mork Capital Management, LLC
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|
South Dakota Investment Council
|
|
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
MADDEN SECURITIES Corp
|
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|
Bollard Group LLC
|
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LifeWealth Investments, LLC
|
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|
Widmann Financial Services, Inc.
|
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|
Chancellor Financial Group WB LP
|
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Horizon Wealth Management, LLC
|
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
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|
FT Vest Total Return Income Fund: Series B1
|
|
|
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|
|
Cullen/frost Bankers, Inc.
|
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|
Holland Advisory Services, Inc.
|
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Bnp Paribas
|
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Cullen Capital Management, LLC
|
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Canada Post Corp Registered Pension Plan
|
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111 Capital
|
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Group One Trading, L.p.
|
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Centerpoint Advisors, LLC
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ProShare Advisors LLC
|
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|
West Oak Capital, LLC
|
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|
United Bank
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
Stonegate Investment Group, LLC
|
|
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|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
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|
Sharpepoint Llc
|
|
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Private Management Group Inc
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Powers Advisory Group, LLC
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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First Foundation Advisors
|
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Quintet Private Bank (Europe) S.A.
|
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|
Virginia Retirement Systems Et Al
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
State Board Of Administration Of Florida Retirement System
|
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Johnson Financial Group, Inc.
|
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Segall Bryant & Hamill, Llc
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
M&t Bank Corp
|
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|
RMB Capital Management, LLC
|
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|
Baron Wealth Management LLC
|
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Diversify Wealth Management, Llc
|
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|
Buckingham Strategic Partners
|
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|
Baldwin Brothers Inc/ma
|
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
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|
Sage Advisors, Llc
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
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|
Money Concepts Capital Corp
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
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Sweeney & Michel, Llc
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Winthrop Capital Management, LLC
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
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|
Thrive Capital Management, LLC
|
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|
Harbour Investments, Inc.
|
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
Bedel Financial Consulting, Inc.
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|
Mountain Hill Investment Partners Corp.
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Axis Wealth Partners, LLC
|
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Investment Advisory Group, LLC
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CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
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Hayek Kallen Investment Management
|
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Global Wealth Strategies & Associates
|
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McGowan Group Asset Management, Inc.
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CoreCap Advisors, LLC
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Empowered Funds, LLC
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Community Trust & Investment Co
|
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Canton Hathaway, LLC
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Berkeley Capital Partners, LLC
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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JT Stratford LLC
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
London Co Of Virginia
|
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|
Wells Fargo & Company/mn
|
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Td Private Client Wealth Llc
|
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FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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ProVise Management Group, LLC
|
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Strs Ohio
|
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Cetera Investment Advisers
|
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Quent Capital, LLC
|
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Capital World Investors
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
MBL Wealth, LLC
|
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Capital Research Global Investors
|
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TT Capital Management LLC
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Td Asset Management Inc
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Empire Life Investments Inc.
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Maryland State Retirement & Pension System
|
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Beckerman Institutional, LLC
|
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Richardson Financial Services Inc.
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
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|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
BOK Financial Private Wealth, Inc.
|
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Amica Mutual Insurance Co
|
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Mainstay Capital Management Llc /adv
|
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Atlantic Edge Private Wealth Management, LLC
|
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Retirement Planning Group
|
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Bordeaux Wealth Advisors LLC
|
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Jacobi Capital Management LLC
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
Colonial Trust Co / SC
|
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Montag A & Associates Inc
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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|
LRI Investments, LLC
|
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|
Finer Wealth Management, Inc.
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
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|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
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|
Fortune Financial Advisors, LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
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|
Gamco Investors, Inc. Et Al
|
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|
Tiaa Trust, National Association
|
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|
SageView Advisory Group, LLC
|
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|
Arvest Bank Trust Division
|
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RIA Advisory Group LLC
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
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|
Amica Retiree Medical Trust
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
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|
City State Bank
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Pacer Advisors, Inc.
|
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|
|
Wetherby Asset Management Inc
|
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|
|
SWAN Capital LLC
|
|
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|
Charles Schwab Trust Co
|
|
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|
Atlas Wealth Partners, LLC
|
|
|
|
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|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
Somerset Trust Co
|
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|
Bulwark Capital Corp
|
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Sage Capital Advisors,llc
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
GW&K Investment Management, LLC
|
|
|
|
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|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Apollon Wealth Management, LLC
|
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|
Keystone Financial Group
|
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|
Westbourne Investment Advisors, Inc.
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Vista Wealth Management Group, LLC
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Shelton Capital Management
|
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|
BridgePort Financial Solutions, LLC
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|
Keynote Financial Services Llc
|
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|
HHM Wealth Advisors, LLC
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
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|
Manchester Capital Management LLC
|
|
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|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
Western Pacific Wealth Management, LP
|
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|
Glenview Trust Co
|
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Kentucky Trust Co
|
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Global X Japan Co., Ltd.
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Brookstone Capital Management
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
PKS Advisory Services, LLC
|
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VSM Wealth Advisory, LLC
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Cerity Partners LLC
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South Plains Financial, Inc.
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Wood Tarver Financial Group, LLC
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
Waddell & Associates, Llc
|
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Grove Bank & Trust
|
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One Charles Private Wealth Services, LLC
|
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
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|
Inlight Wealth Management, LLC
|
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|
CFC Planning Co LLC
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Warren Averett Asset Management, LLC
|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Poehling Capital Management, LLC
|
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Brandywine Oak Private Wealth Llc
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
Cape Investment Advisory, Inc.
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
J2 Capital Management Inc
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|
World Equity Group, Inc.
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BFI Infinity Ltd.
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CAP Partners, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Harel Insurance Investments & Financial Services Ltd.
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Strategic Wealth Partners, Ltd.
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
Silverlake Wealth Management Llc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
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|
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|
Essex Financial Services, Inc.
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Meridian Wealth Management, LLC
|
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|
Krane Funds Advisors LLC
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Philip James Wealth Mangement, LLC
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Tounjian Advisory Partners, Llc
|
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|
Atomi Financial Group, Inc.
|
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Marshall Financial Group LLC
|
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Insigneo Advisory Services, Llc
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
Truvestments Capital Llc
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
Global Trust Asset Management, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Colonial Trust Advisors
|
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|
Gateway Investment Advisers Llc
|
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|
Cullinan Associates Inc
|
|
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|
Aprio Wealth Management, LLC
|
|
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|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
626 Financial, LLC
|
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|
|
Hennessy Advisors Inc
|
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|
Manufacturers Life Insurance Company, The
|
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|
Old Second National Bank Of Aurora
|
|
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|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
|
|
Headlands Technologies LLC
|
|
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|
|
|
State Of Wisconsin Investment Board
|
|
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|
|
|
Tyche Wealth Partners LLC
|
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|
Quilter Plc
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
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|
|
Souders Financial Advisors
|
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|
D.B. Root & Company, LLC
|
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|
Quantinno Capital Management LP
|
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|
Close Asset Management Ltd
|
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|
SBI Securities Co., Ltd.
|
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|
Concord Asset Management, LLC/VA
|
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|
Frisch Financial Group, Inc.
|
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|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
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|
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|
Commonwealth Retirement Investments LLC
|
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|
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|
Schroder Investment Management Group
|
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|
Hallmark Capital Management Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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Glenmede Investment Management, LP
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Certified Advisory Corp
|
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Financial Connections Group, Inc.
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Bank Of Montreal /can/
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Allspring Global Investments Holdings, LLC
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Daiwa Securities Group Inc.
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ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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Wealth Alliance
|
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Haverford Trust Co
|
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Mb, Levis & Associates, Llc
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Ridgewood Investments LLC
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Old National Bancorp /in/
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Sound Income Strategies, LLC
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Comerica Bank
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Twin Peaks Wealth Advisors, LLC
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Aspect Partners, LLC
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CAPROCK Group, Inc.
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Uhlmann Price Securities, Llc
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Fortem Financial Group, Llc
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Capital Fund Management S.a.
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Investmark Advisory Group LLC
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
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Evanson Asset Management, LLC
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SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
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Exencial Wealth Advisors, Llc
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Guggenheim Strategic Opportunities Fund
|
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Cornerstone Total Return Fund Inc
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Liberty Square Wealth Partners Llc
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Cornerstone Strategic Value Fund Inc
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Lifeworks Advisors, LLC
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Qube Research & Technologies Ltd
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Columbia Asset Management
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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PARK CIRCLE Co
|
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Northcape Wealth Management, Llc
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PFG Advisors
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Nissay Asset Management Corp /japan/ /adv
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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Griffith & Werner, Inc.
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Ellerson Group Inc /adv
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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Torray Llc
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Stonebridge Capital Advisors LLC
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Court Place Advisors, LLC
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Stokes Family Office, LLC
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Benjamin Edwards Inc
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North Star Investment Management Corp.
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Cobblestone Capital Advisors Llc /ny/
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Tompkins Financial Corp
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Mount Yale Investment Advisors, LLC
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State of Alaska, Department of Revenue
|
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Private Advisory Group LLC
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Forum Financial Management, LP
|
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Aaron Wealth Advisors LLC
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Fragasso Group Inc.
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Tocqueville Asset Management L.p.
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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October Effect Ltd
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Rodgers Brothers Inc.
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Rsm Us Wealth Management Llc
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Comprehensive Financial Planning, Inc./PA
|
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Vision Financial Markets Llc
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Stifel Financial Corp
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Teamwork Financial Advisors, LLC
|
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Deltec Asset Management Llc
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
GM Advisory Group, Inc.
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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Pictet Asset Management Holding SA
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
Wedge Capital Management L L P/nc
|
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SYM FINANCIAL Corp
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
FineMark National Bank & Trust
|
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Narwhal Capital Management
|
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|
Evermay Wealth Management Llc
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
Heritage Wealth Advisors
|
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|
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|
CBOE Vest Financial, LLC
|
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|
|
Armis Advisers, LLC
|
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|
Financial Sense Advisors, Inc.
|
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|
Strategic Advisors LLC
|
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|
IFM Investors Pty Ltd
|
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|
Argent Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
Garde Capital, Inc.
|
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|
Donoghue Forlines LLC
|
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|
Glen Eagle Advisors, LLC
|
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|
McIlrath & Eck, LLC
|
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|
North Capital, Inc.
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Kanawha Capital Management Llc
|
|
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|
Fayez Sarofim & Co
|
|
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
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|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
RK Capital Management, LLC/FL
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
