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Howard Capital Management Inc.
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
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|
Becker Capital Management Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Sage Rhino Capital Llc
|
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Charter Research & Investment Group, Inc.
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
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|
Brandywine Oak Private Wealth Llc
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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Inlet Private Wealth, LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Los Angeles Capital Management Llc
|
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|
Adviser Investments LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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|
Stephens Consulting, LLC
|
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|
Financial Partners Group, LLC
|
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
Commons Capital, Llc
|
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E. Ohman J:or Asset Management AB
|
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Gradient Investments LLC
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
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|
Captrust Financial Advisors
|
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|
Hm Payson & Co
|
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Clarkston Capital Partners, LLC
|
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Ameritas Investment Partners, Inc.
|
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Redwood Investment Management, Llc
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Silvant Capital Management LLC
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Hussman Strategic Advisors, Inc.
|
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HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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|
State of Wyoming
|
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|
Ironwood Financial, llc
|
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Crossmark Global Holdings, Inc.
|
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
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One Wealth Advisors, LLC
|
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Auxier Asset Management
|
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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Daymark Wealth Partners, Llc
|
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|
State of Alaska, Department of Revenue
|
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Brown Brothers Harriman & Co
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Davis R M Inc
|
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Cobler Capital Management, LLC
|
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ESG Planning
|
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YANKCOM Partnership
|
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Sigma Planning Corp
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Keystone Financial Group
|
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PineBridge Investments, L.P.
|
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New England Asset Management Inc
|
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Principal Street Partners, LLC
|
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Profunds - Profund Vp Bull
|
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|
J. W. Coons Advisors, LLC
|
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Epoch Investment Partners, Inc.
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Cherry Tree Wealth Management, LLC
|
|
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|
Minot DeBlois Advisors LLC
|
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|
Great Valley Advisor Group, Inc.
|
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|
MCF Advisors LLC
|
|
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|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
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|
|
|
Kimelman & Baird, LLC
|
|
|
|
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|
1858 Wealth Management, Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Cornerstone Capital, Inc.
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Wolverine Trading, Llc
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Aspiriant, Llc
|
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Tobam
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Cantor Fitzgerald, L. P.
|
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|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
RFG Advisory, LLC
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
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|
Phillips Wealth Planners LLC
|
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Lebenthal Global Advisors, LLC
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|
Gabelli Equity Trust Inc
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Garrett Wealth Advisory Group, LLC
|
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Bfsg, Llc
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
Moloney Securities Asset Management, LLC
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Asset Planning,Inc
|
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Contravisory Investment Management, Inc.
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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|
TrimTabs Asset Management, LLC
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Wood Tarver Financial Group, LLC
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Glen Eagle Advisors, LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
|
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Clarius Group, LLC
|
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JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
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|
Navigoe, LLC
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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|
Hudson Bay Capital Management LP
|
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|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Sequoia Financial Advisors, LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Ameriprise Financial Inc
|
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Aptus Capital Advisors, LLC
|
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DiNuzzo Private Wealth, Inc.
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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Vista Investment Partners Llc
|
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TOWER TRUST & INVESTMENT Co
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Highline Wealth Partners Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
First National Bank & Trust Co Of Newtown
|
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|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
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Fourth Dimension Wealth, LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Boyer & Corporon Wealth Management, LLC
|
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LGT Group Foundation
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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bLong Financial, LLC
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
Anchor Investment Management, LLC
|
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Lederer & Associates Investment Counsel/ca
|
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Winnow Wealth Llc
|
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
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|
Boltwood Capital Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
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|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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|
Investment Management Corp of Ontario
|
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Fiduciary Family Office, Llc
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Pcg Asset Management, Llc
|
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Edgewood Management Llc
|
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Kestra Advisory Services, LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
|
Miramar Capital, LLC
|
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|
Alerus Financial Na
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
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|
Qube Research & Technologies Ltd
|
|
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|
|
First Affirmative Financial Network
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
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|
Gibbs Wealth Management
|
|
|
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|
Wellington Shields & Co., LLC
|
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|
Wbi Investments, Inc.
|
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Leigh Baldwin & Co., Llc
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Callahan Advisors, LLC
|
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|
Family Legacy Financial Solutions, LLC
|
|
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|
TruWealth Advisors, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
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|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
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|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
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Donoghue Forlines LLC
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Hills Bank & Trust Co
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
SILVER OAK SECURITIES, Inc
|
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|
Quaker Wealth Management, LLC
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|
Burford Brothers, Inc.
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|
Hgk Asset Management Inc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Farmers National Bank
|
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West Branch Capital LLC
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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|
Aries Wealth Management
|
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Larson Financial Group LLC
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Rhumbline Advisers
|
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|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
SOA Wealth Advisors, LLC.
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FSA Wealth Management LLC
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
V-Square Quantitative Management LLC
|
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|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
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Oregon Public Employees Retirement Fund
|
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|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Del-Sette Capital Management, LLC
|
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Investment Management Corp /va/ /adv
|
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
Gibraltar Capital Management, Inc.
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Stonegate Investment Group, LLC
|
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Clark Estates Inc/ny
|
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Cullen Capital Management, LLC
|
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Chatham Capital Group, Inc.
|
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Impax Asset Management Group plc
|
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AGNG - Global X Funds - Global X Longevity Thematic ETF
|
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Park Avenue Securities Llc
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Mount Vernon Associates Inc /md/
|
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Retirement Systems of Alabama
|
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Am Investment Strategies Llc
|
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Miracle Mile Advisors, LLC
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Private Wealth Management Group, LLC
|
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SBI Securities Co., Ltd.
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Tower Bridge Advisors
|
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Ci Investments Inc.
|
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Modern Wealth Management, LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Peoples Financial Services Corp.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Alhambra Investment Partners LLC
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Kentucky Trust Co
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Northeast Financial Consultants Inc
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Dimensional Fund Advisors Lp
|
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United Community Bank
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Quadrant Private Wealth Management, LLC
|
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|
BRYN MAWR TRUST Co
|
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Change Path, LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Nichols & Pratt Advisers Llp /ma
|
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|
City Holding Co
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
DekaBank Deutsche Girozentrale
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
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|
Crowley Wealth Management, Inc.
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
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|
Financial Avengers, Inc.
|
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|
44 Wealth Management Llc
|
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|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
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|
Tilson Financial Group, Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
|
DAVENPORT & Co LLC
|
|
|
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|
|
Global Trust Asset Management, LLC
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
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|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
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|
Two Sigma Investments, Lp
|
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|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
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|
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|
|
First Manhattan Co
|
|
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|
Baker Ellis Asset Management LLC
|
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|
Flagship Harbor Advisors, Llc
|
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|
We Are One Seven, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
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|
Northcape Wealth Management, Llc
|
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|
Leo Wealth, LLC
|
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|
Wilkins Investment Counsel Inc
|
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Formidable Asset Management, LLC
|
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
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|
|
Atlantic Trust, LLC
|
|
|
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|
Ti-trust, Inc
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Ccm Investment Group, Llc
|
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ORG Partners LLC
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Credit Agricole S A
|
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Nwam Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
TT Capital Management LLC
|
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TruNorth Capital Management, LLC
|
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Geode Capital Management, Llc
|
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Jensen Investment Management Inc
|
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Penn Davis Mcfarland Inc
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Journey Strategic Wealth Llc
|
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Azimuth Capital Investment Management LLC
|
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|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
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VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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Masters Capital Management Llc
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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Motco
|
|
|
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
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|
Meeder Advisory Services, Inc.
|
|
|
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|
L2 Asset Management, LLC
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Poplar Forest Capital LLC
|
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Forbes J M & Co Llp
|
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Oxler Private Wealth LLC
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
|
|
Accurate Wealth Management, LLC
|
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|
Ironwood Investment Counsel, LLC
|
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|
Moss Adams Wealth Advisors LLC
|
|
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|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
Profunds - Profund Vp Ultrabull
|
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|
Wealthedge Investment Advisors, Llc
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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Davidson Investment Advisors
|
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Boston Partners
|
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Associated Banc-corp
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
GAM Holding AG
|
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Allianz Asset Management GmbH
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
Guardian Investment Management
|
|
|
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|
Lantern Wealth Advisors, LLC
|
|
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Blackhill Capital Inc
|
|
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|
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Atom Investors LP
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
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|
|
Founders Capital Management
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
Ipswich Investment Management Co., Inc.
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Finer Wealth Management, Inc.
|
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WPG Advisers, LLC
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FSC Wealth Advisors, LLC
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WealthTrust Axiom LLC
|
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Charles Schwab Trust Co
|
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MASTERINVEST Kapitalanlage GmbH
|
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Fortitude Family Office, LLC
|
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Keener Financial Planning LLC
|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Premier Path Wealth Partners, LLC
|
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Cohen Klingenstein LLC
|
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JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
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Korea Investment CORP
|
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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Texas Yale Capital Corp.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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VCGAX - VALIC Co I - Growth & Income Fund
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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St. Clair Advisors, LLC
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Bank OZK
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
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Richard Bernstein Advisors LLC
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Pacer Advisors, Inc.
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Kendall Capital Management
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Zwj Investment Counsel Inc
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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TCG Advisory Services, LLC
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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Plimoth Trust Co Llc
|
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Ferguson Shapiro LLC
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NorthCrest Asset Manangement, LLC
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PrairieView Partners, LLC
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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United Capital Financial Advisers, Llc
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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CBIZ Investment Advisory Services, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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New South Capital Management Inc
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Rockland Trust Co
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Perkins Capital Management Inc
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Mork Capital Management, LLC
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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Massachusetts Financial Services Co /ma/
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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Dumont & Blake Investment Advisors Llc
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Alta Wealth Advisors LLC
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Angeles Wealth Management, Llc
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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Morton Brown Family Wealth, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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Quotient Wealth Partners, LLC
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AIA Group Ltd
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Independent Advisor Alliance
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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New Century Financial Group, LLC
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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Barrett & Company, Inc.
|
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Hennessy Advisors Inc
|
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Texas Bank & Trust Co
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Cliftonlarsonallen Wealth Advisors, Llc
|
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First National Bank Sioux Falls
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
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AdvisorNet Financial, Inc
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Harvest Investment Advisors, LLC
|
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MADDEN SECURITIES Corp
|
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First Western Trust Bank
|
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Wsfs Capital Management, Llc
|
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DiMeo Schneider & Associates, L.L.C.
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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WESPAC Advisors, LLC
|
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Fiduciary Financial Group, Llc
|
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|
HB Wealth Management, LLC
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
CTC Alternative Strategies, Ltd.
|
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|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
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|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
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|
Ipsen Advisor Group LLC
|
|
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|
Bridgewater Associates, LP
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
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|
International Assets Investment Management, Llc
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
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|
|
Financial Freedom, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Rexford Capital Inc
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Baader Bank INC
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Fairvoy Private Wealth, LLC
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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Krane Funds Advisors LLC
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Ambassador Advisors, LLC
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Credential Securities Inc.
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BigSur Wealth Management LLC
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Woodline Partners LP
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Old North State Trust, LLC
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ICONIQ Capital, LLC
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Caption Management, LLC
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Concurrent Investment Advisors, LLC
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FourWorld Capital Management LLC
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Wendell David Associates Inc
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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Painted Porch Advisors LLC
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Cetera Trust Company, N.A
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
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KPP Advisory Services LLC
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Stratos Wealth Advisors, LLC
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Accordant Advisory Group Inc
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HighPoint Advisor Group LLC
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Moody Lynn & Lieberson, Llc
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Beverly Hills Private Wealth, LLC
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Teachers Retirement System Of The State Of Kentucky
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Hudson Valley Investment Advisors Inc /adv
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Citizens National Bank Trust Department
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Grandfield & Dodd, Llc
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Lazard Asset Management Llc
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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Columbia Asset Management
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Bedel Financial Consulting, Inc.
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Chilton Investment Co Llc
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Sigma Investment Counselors Inc
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San Luis Wealth Advisors LLC
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Citizens & Northern Corp
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
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Tempus Wealth Planning, LLC
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Bbr Partners, Llc
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Pavion Blue Capital, LLC
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
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Financial Connections Group, Inc.
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LeClair Wealth Partners LLC
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Triumph Capital Management
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Ingalls & Snyder Llc
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GeoWealth Management, LLC
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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One Charles Private Wealth Services, LLC
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Summit Financial, LLC
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LVW Advisors, LLC
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Eisler Capital Management Ltd.
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Atlantic Union Bankshares Corp
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Jacobs Levy Equity Management, Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Kahn Brothers Group Inc /de/
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Gabelli Healthcare & Wellnessrx Trust
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Davidson Trust Co
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American Capital Advisory, LLC
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Aware Super Pty Ltd as trustee of Aware Super
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Dodge & Cox
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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Trust Asset Management LLC
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
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OMERS ADMINISTRATION Corp
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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F&V Capital Management, LLC
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Waterfront Wealth Inc.
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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Capital Advisors Inc/ok
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FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
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Alta Advisers Ltd
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
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Mizuho Securities Usa Llc
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
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Townsend & Associates, Inc
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Partnership Wealth Management, LLC
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Stevens Capital Management Lp
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Pineridge Advisors LLC
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Centaurus Financial, Inc.
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CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
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Advisory Services Network, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
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Maryland State Retirement & Pension System
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Foundry Partners, LLC
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Globeflex Capital L P
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Generali Asset Management SPA SGR
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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Portland Global Advisors LLC
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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Greykasell Wealth Strategies, Inc.
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Fiduciary Trust Co
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Fortis Group Advisors, LLC
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Financial Security Advisor, Inc.
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Capital International Investors
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NJ State Employees Deferred Compensation Plan
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D L Carlson Investment Group Inc
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Cantor Fitzgerald Investment Adviser L.p.
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Riverview Trust Co
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Two Sigma Advisers, Lp
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
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Horizon Investments, LLC
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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LaFleur & Godfrey LLC
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Wealth Preservation Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
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Cambridge Investment Research Advisors, Inc.
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Lbmc Investment Advisors, Llc
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IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
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Franklin Street Advisors Inc /nc
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Employees Retirement System of Texas
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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Nepsis, Inc.
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New England Capital Financial Advisors LLC
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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Apollon Wealth Management, LLC
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Sector Gamma As
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Gold Investment Management Ltd.
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Cobblestone Asset Management LLC
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Chiron Capital Management, Llc
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PACIFIC SELECT FUND - Health Sciences Portfolio Class I
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DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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Meiji Yasuda Life Insurance Co
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QTR Family Wealth, LLC
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Midland Wealth Advisors Llc
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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Curio Wealth, Llc
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Wincap Financial Llc
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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South Dakota Investment Council
|
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Caisse Des Depots Et Consignations
|
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MONECO Advisors, LLC
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Heritage Trust Co
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
Keudell/Morrison Wealth Management
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|
Tanglewood Legacy Advisors, LLC
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Pathway Financial Advisers, LLC
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
Yousif Capital Management, Llc
|
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Arrow Capital Pty Ltd
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Boothbay Fund Management, Llc
|
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|
Resonant Capital Advisors, LLC
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|
McLean Asset Management Corp
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Western Wealth Management, LLC
|
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|
Roble, Belko & Company, Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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|
Pictet Asset Management Holding SA
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|
Adage Capital Partners Gp, L.l.c.
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Allworth Financial LP
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|
Prospera Financial Services Inc
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|
Chancellor Financial Group WB LP
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Fountainhead AM, LLC
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Intrust Bank Na
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Level Four Advisory Services, Llc
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Dynamic Advisor Solutions LLC
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|
Roanoke Asset Management Corp/ Ny
|
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|
Bourne Lent Asset Management Inc
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|
King Wealth
|
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|
SageView Advisory Group, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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SWAN Capital LLC
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|
XML Financial, LLC
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Sienna Gestion
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Frank, Rimerman Advisors LLC
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|
HFM Investment Advisors, LLC
|
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|
Onyx Bridge Wealth Group LLC
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|
Bay Harbor Wealth Management, LLC
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Portfolio Design Labs, LLC
|
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|
Sax Wealth Advisors, Llc
|
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Bnp Paribas
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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|
SJS Investment Consulting Inc.
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|
Purkiss Capital Advisors LLC
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
Sagespring Wealth Partners, Llc
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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Ethic Inc.
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|
Tradition Wealth Management, LLC
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Integrated Quantitative Investments LLC
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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|
Harbor Investment Advisory, Llc
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
Kidder Stephen W
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
Citizens Financial Group Inc/ri
|
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|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
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|
Ritholtz Wealth Management
|
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|
Providence Capital Advisors, LLC
|
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|
Cedar Wealth Management, LLC
|
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|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
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|
CoreFirst Bank & Trust
|
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|
Tompkins Financial Corp
|
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|
Marble Harbor Investment Counsel, LLC
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|
Moors & Cabot, Inc.
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
Investment Partners, Ltd.
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|
AlphaCore Capital LLC
|
|
|
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|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
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|
Beacon Pointe Advisors, LLC
|
|
|
|
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|
Guggenheim Capital Llc
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Finley Financial, LLC
|
|
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|
Tamar Securities, LLC
|
|
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|
Aquatic Capital Management LLC
|
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|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
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|
Briaud Financial Planning, Inc
|
|
|
|
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|
FineMark National Bank & Trust
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Baker Avenue Asset Management, LP
|
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|
MorganRosel Wealth Management, LLC
|
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|
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|
Elo Mutual Pension Insurance Co
|
|
|
|
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|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
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|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Bellevue Asset Management, Llc
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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Evermay Wealth Management Llc
|
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
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Petros Family Wealth, LLC
|
|
|
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
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|
SevenBridge Financial Group, LLC
|
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Foster Dykema Cabot & Partners, Llc
|
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|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
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|
Scotia Capital Inc.
|
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|
Papp L Roy & Associates
|
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IFP Advisors, Inc
|
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Coastwise Capital Group, LLC
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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|
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|
Brown Advisory Inc
|
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|
Manufacturers Life Insurance Company, The
|
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Live Oak Investment Partners
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Financial Management Professionals, Inc.
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
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|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
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Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
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|
|
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|
Kilter Group LLC
|
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RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
National Asset Management, Inc.
|
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Essex Financial Services, Inc.
|
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Kanawha Capital Management Llc
|
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Beaumont Financial Advisors, LLC
|
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Pacific Center for Financial Services
|
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Farmers Trust Co
|
|
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|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
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|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
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|
Graypoint LLC
|
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|
Crescent Grove Advisors, LLC
|
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GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
Pittenger & Anderson Inc
|
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Kestra Investment Management, LLC
|
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Affinity Investment Advisors, Llc
|
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Sanibel Captiva Trust Company, Inc.
|
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Hedges Asset Management LLC
|
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Naples Global Advisors, Llc
|
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Pictet & Cie (Europe) SA
|
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Axxcess Wealth Management, Llc
|
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
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Boyd Watterson Asset Management Llc/oh
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Fairman Group, LLC
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Cacti Asset Management Llc
|
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Silver Lake Advisory, LLC
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Anfield Capital Management, LLC
|
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Hikari Power Ltd
|
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Pacifica Partners Inc.
|
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La Banque Postale Asset Management SA
|
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Montag & Caldwell, Llc
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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|
Buck Wealth Strategies, LLC
|
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|
W Advisors, Llc
|
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Cheviot Value Management, LLC
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Sfmg, Llc
|
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Braun Stacey Associates Inc
|
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Hourglass Capital, Llc
|
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Fort Sheridan Advisors Llc
|
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Legato Capital Management LLC
|
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SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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|
Uhlmann Price Securities, Llc
|
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Brighton Jones Llc
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Lmcg Investments, Llc
|
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Advocate Group Llc
|
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|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
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INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
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|
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|
WealthTrak Capital Management LLC
|
|
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|
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|
Kingswood Wealth Advisors, Llc
|
|
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|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
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|
Lion Street Advisors, LLC
|
|
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|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
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|
Greenleaf Trust
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
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|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
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|
|
Bayesian Capital Management, LP
|
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|
American Alpha Advisors, LLC
|
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|
Deutsche Bank Ag\
|
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|
Victory Capital Management Inc
|
|
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|
Cross Staff Investments Inc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
InvesTrust
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
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|
Aprio Wealth Management, LLC
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
LMR Partners LLP
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|
Wellington Shields Capital Management, LLC
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|
Bank of New York Mellon Corp
|
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Waddell & Associates, Llc
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
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|
Cornerstone Wealth Group, LLC
|
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|
Cassaday & Co Wealth Management LLC
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Lido Advisors, LLC
|
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|
Hexagon Capital Partners LLC
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|
Lowe Wealth Advisors, LLC
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|
Clear Investment Research, Llc
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Wealth Advisory Solutions, LLC
|
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|
|
Enterprise Financial Services Corp
|
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|
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|
Morse Asset Management, Inc
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
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|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MBA Advisors LLC
|
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|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
Seelaus Asset Management LLC
|
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|
|
Grace & White Inc /ny
|
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|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
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|
Personal Cfo Solutions, Llc
|
|
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|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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Spire Wealth Management
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
Assenagon Asset Management S.A.
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MFA Wealth Services
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
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|
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
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|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Dark Forest Capital Management Lp
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Systematic Alpha Investments, LLC
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|
Liberty Wealth Management Llc
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Amussen Hunsaker Associates Llc
|
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Meiji Yasuda Asset Management Co Ltd.
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
Heritage Wealth Management, Inc.
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Louisiana State Employees Retirement System
|
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University Of Texas/texas Am Investment Managment Co
|
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Virginia Retirement Systems Et Al
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
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|
|
|
Burke & Herbert Bank & Trust Co
|
|
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|
|
|
Dogwood Wealth Management LLC
|
|
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|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
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|
Ronald Blue Trust, Inc.
|
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
|
Pingora Partners LLC
|
|
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|
Perpetual Ltd
|
|
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|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
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|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
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|
|
|
Sage Capital Advisors,llc
|
|
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|
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|
Baker Tilly Financial, Llc
|
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|
Emerald Investment Partners, Llc
|
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|
Invesco Ltd.
|
|
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|
|
Birchview Capital, LP
|
|
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|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Independent Franchise Partners LLP
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Mariner, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Cyndeo Wealth Partners, LLC
|
|
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|
McBroom & Associates, LLC
|
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|
Oxford Financial Group Ltd
|
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|
Investment House Llc
|
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|
Clear Harbor Asset Management, LLC
|
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|
IMG Wealth Management, Inc.
|
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|
Samalin Investment Counsel, LLC
|
|
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|
Private Trust Co Na
|
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
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|
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|
Cape Investment Advisory, Inc.
|
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Van Strum & Towne Inc.
|
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
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|
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|
ProShare Advisors LLC
|
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|
JNBA Financial Advisors
|
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Sarver Vrooman Wealth Advisors
|
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Indiana Trust & Investment Management CO
|
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|
Susquehanna International Group, Llp
|
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Mattern Wealth Management LLC
|
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|
Community Bank, N.A.
|
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|
Chilton Capital Management Llc
|
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Castleview Partners, Llc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Arlington Partners LLC
|
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|
Mitchell Sinkler & Starr/pa
|
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|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
|
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|
Mirova
|
|
|
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|
Sei Investments Co
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
LS Investment Advisors, LLC
|
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|
Parkside Financial Bank & Trust
|
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|
Verity Asset Management, Inc.
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
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|
Benjamin Edwards Inc
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Mml Investors Services, Llc
|
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
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|
Summit Asset Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
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|
Valued Wealth Advisors LLC
|
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|
Cypress Capital Group
|
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|
|
Financial Network Wealth Management LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
Proffitt & Goodson Inc
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Vise Technologies, Inc.
|
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Bridge Creek Capital Management LLC
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Capstone Wealth Management Group LLC
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Institutional Investment Strategy Fund
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Martingale Asset Management L P
|
|
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|
|
Janney Montgomery Scott LLC
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Hager Investment Management Services, Llc
|
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|
Millennium Management Llc
|
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|
Alps Advisors Inc
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
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|
Norinchukin Bank, The
|
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|
Adirondack Trust Co
|
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|
Summit Trail Advisors, Llc
|
|
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|
|
Camelot Portfolios, LLC
|
|
|
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|
|
Vectors Research Management, LLC
|
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|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
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|
|
Quest Investment Management Llc
|
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|
|
Atlas Capital Advisors Llc
|
|
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|
|
HBW Advisory Services LLC
|
|
|
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|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
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|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Four Tree Island Advisory LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Miller Value Partners, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Commonwealth Financial Services, LLC
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S-Bank Fund Management Ltd
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Union Savings Bank
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Wealth Management Associates, Inc.
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Prairie Sky Financial Group LLC
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Nicholas Hoffman & Company, LLC.
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Bank of Jackson Hole Trust
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Strs Ohio
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Shepherd Financial Partners LLC
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Royal London Asset Management Ltd
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Icon Advisers Inc/co
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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YHB Investment Advisors, Inc.
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
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Ted Buchan & Co
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Operose Advisors LLC
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Holderness Investments Co
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
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Ofi Invest Asset Management
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Voloridge Investment Management, Llc
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Eqis Capital Management, Inc.
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Perigon Wealth Management, LLC
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Bogart Wealth, LLC
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Kovitz Investment Group Partners, LLC
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EverSource Wealth Advisors, LLC
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Mark Sheptoff Financial Planning, Llc
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
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LCM Capital Management Inc
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ARS Investment Partners, LLC
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Orion Portfolio Solutions, LLC
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Bath Savings Trust Co
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
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Iowa State Bank
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Jupiter Asset Management Ltd
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Advisory Alpha, LLC
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Rehmann Capital Advisory Group
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M.e. Allison & Co., Inc.
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Boyar Asset Management Inc.
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Rafferty Asset Management, LLC
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Legacy Capital Group California, Inc.
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Daiwa Securities Group Inc.
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
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Capula Management Ltd
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Transamerica Financial Advisors, Inc.
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Wedbush Securities Inc
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Aurdan Capital Management, LLC
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UNIVEST FINANCIAL Corp
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Burns J W & Co Inc/ny
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Hara Capital LLC
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Bailard, Inc.
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Advisors Asset Management, Inc.
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
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Delta Accumulation, LLC
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
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Westside Investment Management, Inc.
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Crestwood Advisors Group LLC
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
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Patten & Patten Inc/tn
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Palogic Value Management, L.P.
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
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Vaughan David Investments Inc/il
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OneAscent Wealth Management LLC
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Chevy Chase Trust Holdings, Inc.
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Bill Few Associates, Inc.
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
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ROPE - EA Series Trust - Coastal Compass 100 ETF
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Trilogy Capital Inc.
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Viewpoint Capital Management LLC
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Mirabella Financial Services Llp
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
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Keynote Financial Services Llc
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Horan Securities, Inc.
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Sovereign Financial Group, Inc.
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MAI Capital Management
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
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Sheaff Brock Investment Advisors, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
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Main Street Group, LTD
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
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New York State Teachers Retirement System
|
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Legacy Investment Solutions, LLC
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Platform Technology Partners
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Ariadne Wealth Management, LP
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
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Truist Financial Corp
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Sanders Morris Harris Llc
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Alpine Bank Wealth Management
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Motley Fool Asset Management LLC
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Neuberger Berman Group LLC
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Union Bancaire Privee, UBP SA
|
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Gitterman Wealth Management, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Cornercap Investment Counsel Inc
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Pinnacle Associates Ltd
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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Cullinan Associates Inc
|
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1st Source Bank
|
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Renaissance Technologies Llc
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Legacy Financial Advisors, Inc.
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Cohen & Steers, Inc.
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Chapin Davis, Inc.
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Investor's Fiduciary Advisor Network, LLC
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Covenant Asset Management, LLC
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Busey Wealth Management
|
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Altrinsic Global Advisors Llc
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
Grassi Investment Management
|
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Lantz Financial LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
Canada Pension Plan Investment Board
|
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Jennison Associates Llc
|
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Citigroup Inc
|
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True Wealth Design, LLC
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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Next Level Private LLC
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Vontobel Holding Ltd.
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Simplex Trading, Llc
|
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PayPay Securities Corp
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Aaron Wealth Advisors LLC
|
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|
Wetherby Asset Management Inc
|
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|
UniSuper Management Pty Ltd
|
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OneAscent Investment Solutions LLC
|
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|
Haverford Trust Co
|
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Financial Advisory Corp /ut/ /adv
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Edmp, Inc.
|
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|
Thompson Investment Management, Inc.
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
Johnson Financial Group, Inc.
|
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Essex Investment Management Co Llc
|
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
VisionPoint Advisory Group, LLC
|
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|
Hurley Capital, LLC
|
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|
FT Vest Total Return Income Fund: Series A2
|
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|
APG Asset Management N.V.
|
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|
U.S. Capital Wealth Advisors, LLC
|
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Metis Global Partners, LLC
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Private Management Group Inc
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Waldron Private Wealth LLC
|
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|
National Wealth Management Group, LLC
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
Bank Of Nova Scotia
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Commerce Bank
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
Accredited Wealth Management, LLC
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|
Birchbrook, Inc.
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|
Harbor Capital Advisors, Inc.
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Caitlin John, LLC
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Asset Dedication, LLC
|
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|
Whittier Trust Co
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
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|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
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|
RMB Capital Management, LLC
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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Westpac Banking Corp
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New Millennium Group LLC
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THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Proactive Wealth Strategies LLC
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|
Round Hill Asset Management
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Innova Wealth Partners
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Canal Insurance CO
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Capital Investment Advisors, LLC
|
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|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Colrain Capital Llc
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Apriem Advisors
|
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|
Global Wealth Strategies & Associates
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Warren Averett Asset Management, LLC
|
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|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Nicolet Bankshares Inc
|
|
|
|
|
|
First Interstate Bank
|
|
|
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|
Two Sigma Securities, Llc
|
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|
Gotham Asset Management, LLC
|
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|
Garrison Point Advisors, Llc
|
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|
Sargent Investment Group, LLC
|
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|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
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|
Peak Asset Management, LLC
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
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|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
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|
|
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|
Capstone Investment Advisors, Llc
|
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|
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|
Northern Oak Wealth Management Inc
|
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|
Boston Trust Walden Corp
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Roundview Capital LLC
|
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|
Tortoise Investment Management, LLC
|
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|
Harwood Advisory Group, LLC
|
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|
Nomura Asset Management Co Ltd
|
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|
American National Bank
|
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|
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|
Kiker Wealth Management, LLC
|
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|
Peregrine Asset Advisers, Inc.
|
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|
WoodTrust Financial Corp
|
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|
Peapack Gladstone Financial Corp
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
Signet Investment Advisory Group, Inc.
|
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|
Verus Capital Partners, Llc
|
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Bleakley Financial Group, LLC
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
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|
|
Rosenberg Matthew Hamilton
|
|
|
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|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
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|
CVA Family Office, LLC
|
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|
Cornerstone Advisory, LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
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|
FNY Investment Advisers, LLC
|
|
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Conning Inc.
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Corundum Group, Inc.
|
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|
Ballentine Partners, LLC
|
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KLCM Advisors, Inc.
|
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River Road Asset Management, LLC
|
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Atria Wealth Solutions, Inc.
|
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TSP Capital Management Group, LLC
|
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Cambiar Investors Llc
|
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Mascoma Wealth Management LLC
|
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|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
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|
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|
Delos Wealth Advisors, LLC
|
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GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
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Glenmede Trust Co Na
|
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Grove Bank & Trust
|
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|
TCTC Holdings, LLC
|
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Ameritas Advisory Services, LLC
|
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|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
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|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Cypress Capital Advisors, LLC
|
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JCIC Asset Management Inc.
|
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Wolverine Asset Management Llc
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Catalyst Financial Partners Llc
|
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Eagle Rock Investment Company, Llc
|
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Moody National Bank Trust Division
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
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|
Lazari Capital Management, Inc.
|
|
|
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
EagleClaw Capital Managment, LLC
|
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|
Birch Hill Investment Advisors LLC
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
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|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
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|
|
Coldstream Capital Management Inc
|
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|
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|
|
Capital Investment Counsel, Inc
|
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|
Transatlantique Private Wealth Llc
|
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|
Birmingham Capital Management Co Inc/al
|
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|
Cravens & Co Advisors, LLC
|
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|
Stratos Wealth Partners, LTD.
|
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|
State of Tennessee, Treasury Department
|
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|
|
Archer Investment Corp
|
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|
Dudley Capital Management, Llc
|
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|
Sherman Asset Management, Inc.
|
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|
Jfs Wealth Advisors, Llc
|
|
|
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|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
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BOK Financial Private Wealth, Inc.
|
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Virtu Financial LLC
|
|
|
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|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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|
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|
Brevan Howard Capital Management LP
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Sittner & Nelson, Llc
|
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|
Richardson Financial Services Inc.
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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|
|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Nebula Research & Development LLC
|
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|
|
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|
Prestige Wealth Management Group LLC
|
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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United Bank
|
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|
Rnc Capital Management Llc
|
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Atala Financial Inc
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|
Adams Asset Advisors, LLC
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Visionary Horizons, LLC
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Stonebridge Capital Management Inc
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Advyzon Investment Management, LLC
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Shelton Capital Management
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
|
American Century Companies Inc
|
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
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|
Banco Santander, S.A.
|
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|
GWM Advisors LLC
|
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Trust Co Of Virginia /va
|
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|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
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|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
Voleon Capital Management Lp
|
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|
Berkshire Bank
|
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Flaharty Asset Management, LLC
|
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Edgestream Partners, L.P.
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
Pettinga Financial Advisors, LLC
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
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|
Glass Jacobson Investment Advisors llc
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
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|
Insight Advisors, LLC/ PA
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
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|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
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|
Kestra Private Wealth Services, Llc
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
Carnegie Lake Advisors LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Hohimer Wealth Management, Llc
|
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|
Selective Wealth Management, Inc.
|
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|
SFE Investment Counsel
|
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|
Tudor Investment Corp Et Al
|
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Beacon Investment Advisors Llc
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
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|
Summit Financial Wealth Advisors, LLC
|
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|
Howe & Rusling Inc
|
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|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
Colonial Trust Advisors
|
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|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
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|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Trust Co
|
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|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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|
Greenwood Capital Associates Llc
|
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|
Fidelis Capital Partners, LLC
|
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Aviva Plc
|
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|
Ubs Asset Management Americas Inc
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
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|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Enhancing Capital LLC
|
|
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|
|
Physicians Financial Services, Inc.
|
|
|
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|
Eaton Financial Holdings Company, LLC
|
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|
Crawford Investment Counsel Inc
|
|
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|
|
Ironwood Investment Management Llc
|
|
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|
|
Plato Investment Management Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
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J. Safra Sarasin Holding AG
|
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|
Excalibur Management Corp
|
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|
Letson Investment Management, Inc.
|
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|
Wolff Wiese Magana Llc
|
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|
Watts Gwilliam & Co., LLC
|
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|
|
Ferguson Wellman Capital Management, Inc
|
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|
Wealth Dimensions Group, Ltd.
|
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|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
Nisa Investment Advisors, Llc
|
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|
Cwm, Llc
|
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|
Panagora Asset Management Inc
|
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Core Wealth Partners LLC
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Cove Private Wealth, LLC
|
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|
Stephens Inc /ar/
|
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Fruth Investment Management
|
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Stone Point Wealth LLC
|
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Bahl & Gaynor Inc
|
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Wiley Bros.-aintree Capital, Llc
|
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Massmutual Trust Co Fsb/adv
|
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Strategic Wealth Partners, Ltd.
|
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Calamos Strategic Total Return Fund
|
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Beaird Harris Wealth Management, LLC
|
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Prudential Plc
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Greenfield Savings Bank
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
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Amalgamated Bank
|
|
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Cooper Financial Group
|
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Chapman Financial Group, Llc
|
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|
Tocqueville Asset Management L.p.
|
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|
Bare Financial Services, Inc
|
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TBH Global Asset Management, LLC
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Zimmer Partners, LP
|
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|
New York State Common Retirement Fund
|
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|
Seacrest Wealth Management, Llc
|
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|
Hughes Financial Services, LLC
|
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|
United Advisor Group, LLC
|
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|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
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|
Glenmede Investment Management, LP
|
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Albert D Mason Inc
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Charter Trust Co
|
|
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|
Franklin Resources Inc
|
|
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|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
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|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
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|
Robbins Farley Llc
|
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|
Hartford Financial Management Inc.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
Tsfg, Llc
|
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|
Profund Advisors Llc
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
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|
SummitTX Capital, L.P.
|
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|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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SOUTH STATE Corp
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
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BancorpSouth Bank
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HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
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Sheets Smith Wealth Management
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Westwood Holdings Group Inc
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Lakewood Asset Management LLC
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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North Star Investment Management Corp.
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Klp Kapitalforvaltning As
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
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VGLSX - VALIC Co I - Global Strategy Fund
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Plante Moran Financial Advisors, LLC
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Frazier Financial Advisors, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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Athena Investment Management
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Total Investment Management Inc
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E Fund Management Co., Ltd.
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First Financial Corp /in/
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Cary Street Partners Financial Llc
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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City State Bank
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Brave Asset Management Inc
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Kentucky Retirement Systems
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Cornerstone Wealth Management, LLC
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Tweedy, Browne Co LLC
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Genesee Capital Advisors, LLC
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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J.P. Marvel Investment Advisors, LLC
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First Citizens Bank & Trust Co
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Reuter James Wealth Management, Llc
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Costello Asset Management, INC
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Federation des caisses Desjardins du Quebec
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Synovus Financial Corp
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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Fisher Asset Management, LLC
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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Verition Fund Management LLC
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Keeley-Teton Advisors, LLC
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Harbour Investments, Inc.
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Sherbrooke Park Advisers Llc
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
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Aspen Investment Management Inc
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Ashton Thomas Private Wealth, LLC
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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Colony Group, LLC
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IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
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State of New Jersey Common Pension Fund D
|
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Estabrook Capital Management
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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BLB&B Advisors, LLC
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Sivia Capital Partners, LLC
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Triangle Securities Wealth Management
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Exencial Wealth Advisors, Llc
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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Nuveen, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
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PKO Investment Management Joint-Stock Co
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Arrow Financial Corp
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Vident Advisory, LLC
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Cullen/frost Bankers, Inc.
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KG&L Capital Management,LLC
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
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Pzena Investment Management Llc
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Game Plan Financial Advisors, LLC
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Standard Life Aberdeen plc
|
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Canandaigua National Bank & Trust Co
|
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Marathon Capital Management
|
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Dana Investment Advisors, Inc.
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Ellevest, Inc.
|
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Magnetar Financial LLC
|
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TrueMark Investments, LLC
|
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Allred Capital Management, LLC
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
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|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
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|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
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|
|
Jones Financial Companies Lllp
|
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|
|
Charles Schwab Investment Management Inc
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
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|
|
Tidemark, LLC
|
|
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|
Spinnaker Trust
|
|
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|
Erste Asset Management GmbH
|
|
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|
Versor Investments LP
|
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|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
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|
